F
Fidelity Hedged Equity
FHEQ • BATS
Fidelity Hedged Equity is an exchange-traded fund on BATS. As of Q3 2025, 28 institutional investors hold shares in this ETF, with total holdings valued at $479.3M. FMR LLC is the largest holder with a position valued at $405.6M.
Overview
Overview of institutional ownership in FHEQ as of Q3 2025
All Institutions
- Institutions
- 28
- Value Held
- $479.3M
- Shares Held
- 15.6M
- Avg Position
- $17.1M
- Median Position
- $921.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FHEQ as of Q3 2025
| Institution | Position Value |
|---|---|
 FMR LLC Institution | $405.6M 0.02% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $21.4M 0.01% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $11.3M 0.01% of portfolio |
 BB&T CORP Institution | $8.3M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $6.4M 0.01% of portfolio |
 Sunbelt Securities, Inc. RIA/Wealth | $4.0M 0.28% of portfolio |
A Anson Capital, Inc. Institution | $3.9M 3.03% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $3.6M 0.02% of portfolio |
 InTrack Investment Management Inc RIA/Wealth | $2.8M 1.68% of portfolio |
 Wealth Quarterback LLC RIA/Wealth | $2.2M 0.84% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FHEQ in Q3 2025
- Net Flow
- +$26.9M
- Buyers
- 14
- Sellers
- 9
- Total Bought
- +$30.5M
- Total Sold
- −$3.6M
- Avg Position
- $19.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$21.4M +698.1K shares |
Sunbelt Securities, Inc. RIA/Wealth | +$3.5M +114.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$2.4M +78.7K shares |
InTrack Investment Management Inc RIA/Wealth | +$854.0K +27.8K shares |
Wealth Quarterback LLC RIA/Wealth | +$695.6K +22.7K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$620.9K +20.2K shares |
A Advisor Group Holdings, Inc. Institution | +$378.4K +12.3K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$263.4K +8.6K shares |
 Roxbury Financial LLC RIA/Wealth | +$122.7K +4.0K shares |
 Madison Wealth Partners, Inc RIA/Wealth | +$98.5K +3.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
FMR LLC Institution | −$1.2M −37.5K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$786.6K −27.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$766.5K −26.6K shares |
 Delta Investment Management, LLC RIA/Wealth | −$292.5K −10.2K shares |
E Elser Financial Planning, Inc RIA/Wealth | −$273.9K −9.5K shares |
 GOLDMAN SACHS GROUP INC Institution | −$231.8K −8.0K shares |
 Peterson Wealth Advisors, LLC RIA/Wealth | −$52.8K −1.7K shares |
 Demars Financial Group, LLC RIA/Wealth | −$44.2K −1.4K shares |
Briaud Financial Planning, Inc RIA/Wealth | −$39.2K −1.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FHEQ in Q3 2025
- New Positions
- 11
- New Value
- $23.8M
- Exited Positions
- 6
- Exited Value
- $2.4M
New Positions
| Institution | Position Value |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | $11.3M 368.1K shares |
BB&T CORP Institution | $8.3M 270.8K shares |
 Grant Private Wealth Management Inc RIA/Wealth | $1.4M 44.3K shares |
 CRA Financial Services, LLC RIA/Wealth | $799.2K 26.1K shares |
 Goss Wealth Management LLC RIA/Wealth | $667.5K 21.8K shares |
$433.7K 14.1K shares | |
 Mutual Advisors, LLC RIA/Wealth | $339.4K 11.1K shares |
J JANE STREET GROUP, LLC Institution | $294.9K 9.6K shares |
 Cetera Investment Advisers RIA/Wealth | $228.4K 7.4K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $26.9K 876.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $786.6K 27.3K shares |
O OLD MISSION CAPITAL LLC Institution | $766.5K 26.6K shares |
Delta Investment Management, LLC RIA/Wealth | $292.5K 10.2K shares |
E Elser Financial Planning, Inc RIA/Wealth | $273.9K 9.5K shares |
GOLDMAN SACHS GROUP INC Institution | $231.8K 8.0K shares |
Briaud Financial Planning, Inc RIA/Wealth | $39.2K 1.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in FHEQ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FHEQ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A Anson Capital, Inc. Institution | 3.03% $3.9M |
InTrack Investment Management Inc RIA/Wealth | 1.68% $2.8M |
Wealth Quarterback LLC RIA/Wealth | 0.84% $2.2M |
Grant Private Wealth Management Inc RIA/Wealth | 0.84% $1.4M |
Demars Financial Group, LLC RIA/Wealth | 0.61% $1.8M |
Sunbelt Securities, Inc. RIA/Wealth | 0.28% $4.0M |
Roxbury Financial LLC RIA/Wealth | 0.17% $187.4K |
Peterson Wealth Advisors, LLC RIA/Wealth | 0.16% $1.0M |
CRA Financial Services, LLC RIA/Wealth | 0.11% $799.2K |
Madison Wealth Partners, Inc RIA/Wealth | 0.06% $314.4K |