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Fidelity Hedged Equity ETF (FHEQ) Institutional Ownership

$33.78 +0.15 (+0.45%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$33.78 -0.01 (-0.01%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidelity Hedged Equity ETF (BATS:FHEQ)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$69.42K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$254.55K
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Fidelity Hedged Equity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.461,134$15.19M0.0%-1.6%2.576%
9/9/2026Integrated Wealth Concepts LLC1,108$37K0.0%N/A0.006%
9/9/2026NewEdge Advisors LLC1,000$33K0.0%N/A0.006%


FHEQ Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Fidelity Hedged Equity ETF shares: Envestnet Asset Management Inc. ($15.19M), and Integrated Wealth Concepts LLC ($37K), NewEdge Advisors LLC ($33K).Learn more on Fidelity Hedged Equity ETF's institutional investors.

The following institutional investors have purchased Fidelity Hedged Equity ETF's stock in the last 24 months: Integrated Wealth Concepts LLC ($1.11K), and NewEdge Advisors LLC ($1K).

Institutional investors have bought a total of 2,108 shares in the last 24 months. This purchase volume represents approximately $69.42K in transactions.

The following institutional investors have sold Fidelity Hedged Equity ETF stock in the last 24 months: Envestnet Asset Management Inc. ($7.73K).

Institutional investors have sold a total of 7,730 shares in the last 24 months. This volume of shares sold represents approximately $254.55K in transactions.


Related Companies

Institutional ownership data for BATS:FHEQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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