Fidelity Hedged Equity ETF (FHEQ)

ETF ยท Cboe BZX

Fidelity Hedged Equity ETF (FHEQ) is an exchange-traded fund listed on Cboe BZX, where it has traded since April 9, 2024.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
April 9, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 59 institutions reported holding FHEQ, with 23.6 million shares worth $775.7 million in aggregate. The largest reported holder was FMR, with 13.9 million shares worth $459.1 million. Of the 5 largest holders listed below, 1 opened a new position in FHEQ, 3 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
FMR13,942,392$459MReduced 16.81%
Keybank National Association/OH1,899,530$63MAdded 10.08%
Southern Financial Group1,068,694$35MAdded 0.56%
Cetera Investment Advisers1,054,378$35MAdded 148.43%
Cgc Financial Services882,395$29MNew position

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is FHEQ?

Fidelity Hedged Equity ETF (FHEQ) is an exchange-traded fund listed on Cboe BZX, where it has traded since April 9, 2024.

Who are the largest institutional holders of FHEQ?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FHEQ were FMR, Keybank National Association/OH and Southern Financial Group.

How many institutions own FHEQ?

59 institutions reported a position in FHEQ for the quarter ended June 30, 2026, worth $775.7 million in total.

Did institutions buy or sell FHEQ last quarter?

Of the 5 largest reported holders, 1 opened a new position in FHEQ, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for FHEQ.

Every reported institutional holder, plus insider and congressional trades in FHEQ, on SentiSense.