FHEQ Institutional Ownership
Fidelity Hedged Equity ETF
1W: -0.5%
YTD: -0.4%
$33.77
+0.14 (+0.43%)
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — FHEQ
67
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
782M
Total Invested
14
New Positions
26
Increased
21
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 13,942,392 | $471M | -2,817,615 | -16.8% | 9Q | SEC ↗ |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | 1,899,530 | $64M | +173,985 | +10.1% | 3Q | SEC ↗ |
| 3 | Southern Financial Group, LLC | 1,068,694 | $36M | +5,930 | +0.6% | 3Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 1,054,378 | $36M | +629,966 | +148.4% | 4Q | SEC ↗ |
| 5 | CGC Financial Services, LLC NEW | 882,395 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | 745,968 | $25M | +374,632 | +100.9% | 3Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 482,669 | $16M | +69,270 | +16.8% | 4Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 461,134 | $16M | -7,730 | -1.6% | 4Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 415,196 | $14M | -49,905 | -10.7% | 8Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 362,171 | $12M | -140,489 | -27.9% | 4Q | SEC ↗ |
| 11 | TRUIST FINANCIAL CORP | 223,537 | $8M | -18,131 | -7.5% | 4Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 200,795 | $7M | +39,164 | +24.2% | 3Q | SEC ↗ |
| 13 | Taylor Securities Services, Inc. | 179,736 | $6M | +23,773 | +15.2% | 3Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 168,610 | $6M | +2,538 | +1.5% | 5Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 157,649 | $5M | +12,841 | +8.9% | 3Q | SEC ↗ |
| 16 | LPL Financial LLC | 154,574 | $5M | +143,447 | +1289.2% | 2Q | SEC ↗ |
| 17 | Aptus Capital Advisors, LLC | 154,258 | $5M | +2,294 | +1.5% | 3Q | SEC ↗ |
| 18 | Prime Capital Investment Advisors, LLC | 150,778 | $5M | +29,295 | +24.1% | 3Q | SEC ↗ |
| 19 | Anson Capital, Inc. | 123,211 | $4M | -1,289 | -1.0% | 6Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 99,737 | $3M | +13,467 | +15.6% | 5Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 96,012 | $3M | +51,058 | +113.6% | 4Q | SEC ↗ |
| 22 | OmniStar Financial Group, Inc. | 86,816 | $3M | +4,420 | +5.4% | 2Q | SEC ↗ |
| 23 | MONECO ADVISORS, LLC NEW | 70,041 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | InTrack Investment Management Inc | 58,874 | $2M | -9,084 | -13.4% | 5Q | SEC ↗ |
| 25 | Summit Wealth Partners, LLC | 58,449 | $2M | +42,190 | +259.5% | 3Q | SEC ↗ |
| 26 | Global Trust Asset Management, LLC | 35,834 | $1M | +15,891 | +79.7% | 3Q | SEC ↗ |
| 27 | Koshinski Asset Management, Inc. | 34,699 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 28 | CRA Financial Services, LLC | 32,660 | $1M | -1,550 | -4.5% | 4Q | SEC ↗ |
| 29 | HARBOUR INVESTMENTS, INC. | 32,479 | $1M | +632 | +2.0% | 2Q | SEC ↗ |
| 30 | OLD MISSION CAPITAL LLC NEW | 30,552 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Grant Private Wealth Management Inc | 29,350 | $991K | -5,200 | -15.1% | 4Q | SEC ↗ |
| 32 | Signature Wealth Management Partners, | 26,857 | $907K | +6,327 | +30.8% | 3Q | SEC ↗ |
| 33 | Brookstone Capital Management | 23,898 | $807K | +1,693 | +7.6% | 3Q | SEC ↗ |
| 34 | Ameritas Advisory Services, LLC NEW | 23,183 | $783K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Madison Wealth Partners, Inc | 20,935 | $707K | +2,347 | +12.6% | 5Q | SEC ↗ |
| 36 | Peterson Wealth Advisors, LLC | 20,545 | $694K | -603 | -2.9% | 6Q | SEC ↗ |
| 37 | Fifth Third Securities, Inc. NEW | 15,502 | $524K | — | +0.0% | 1Q | SEC ↗ |
| 38 | COURIER CAPITAL LLC | 11,818 | $399K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Mutual Advisors, LLC | 11,129 | $376K | +14 | +0.1% | 4Q | SEC ↗ |
| 40 | Delta Investment Management, LLC | 11,064 | $374K | +11 | +0.1% | 2Q | SEC ↗ |
| 41 | B. Riley Wealth Advisors, Inc. | 10,000 | $338K | — | +0.0% | 5Q | SEC ↗ |
| 42 | Beacon Pointe Advisors, LLC NEW | 9,693 | $327K | — | +0.0% | 1Q | SEC ↗ |
| 43 | MBL Wealth, LLC NEW | 9,575 | $323K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Elser Financial Planning, Inc | 9,484 | $320K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Breakwater Capital Group | 8,226 | $278K | -705 | -7.9% | 6Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 7,937 | $268K | -263 | -3.2% | 2Q | SEC ↗ |
| 47 | ADAMSBROWN WEALTH CONSULTANTS LLC NEW | 7,410 | $250K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Portfolio Strategies, Inc. NEW | 7,272 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Roxbury Financial LLC | 7,046 | $238K | +80 | +1.1% | 7Q | SEC ↗ |
| 50 | Lido Advisors, LLC | 6,562 | $222K | -4,008 | -37.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| CGC Financial Services, LLC | 882,395 | $30M |
| MONECO ADVISORS, LLC | 70,041 | $2M |
| OLD MISSION CAPITAL LLC | 30,552 | $1M |
| Ameritas Advisory Services, LLC | 23,183 | $783K |
| Fifth Third Securities, Inc. | 15,502 | $524K |
| Beacon Pointe Advisors, LLC | 9,693 | $327K |
| MBL Wealth, LLC | 9,575 | $323K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 7,410 | $250K |
| Portfolio Strategies, Inc. | 7,272 | $246K |
| BANK OF MONTREAL /CAN | 3,300 | $111K |
| Integrated Wealth Concepts LLC | 1,108 | $37K |
| NewEdge Advisors, LLC | 1,000 | $34K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 80 | $3K |
| FIDUCIARY FINANCIAL ADVISORS | 67 | $2K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wealth Quarterback LLC | 124,547 | $4M |
| Demars Financial Group, LLC | 41,839 | $1M |
| INDEPENDENT FINANCIAL GROUP, LLC | 21,953 | $741K |
| GOLDMAN SACHS GROUP INC | 8,711 | $294K |
| CITADEL ADVISORS LLC | 7,977 | $269K |
| High Note Wealth, LLC | 1,494 | $50K |
| Advisory Services Network, LLC | 31 | $1K |
Biggest Increases (20)
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -2,817,615 | -16.8% | 13,942,392 |
| MORGAN STANLEY | -174,081 | -99.7% | 490 |
| STIFEL FINANCIAL CORP | -140,489 | -27.9% | 362,171 |
| COMMONWEALTH EQUITY SERVICES, LLC | -49,905 | -10.7% | 415,196 |
| TRUIST FINANCIAL CORP | -18,131 | -7.5% | 223,537 |
| InTrack Investment Management Inc | -9,084 | -13.4% | 58,874 |
| ENVESTNET ASSET MANAGEMENT INC | -7,730 | -1.6% | 461,134 |
| Grant Private Wealth Management Inc | -5,200 | -15.1% | 29,350 |
| Lido Advisors, LLC | -4,008 | -37.9% | 6,562 |
| CRA Financial Services, LLC | -1,550 | -4.5% | 32,660 |
| Anson Capital, Inc. | -1,289 | -1.0% | 123,211 |
| Breakwater Capital Group | -705 | -7.9% | 8,226 |
| Peterson Wealth Advisors, LLC | -603 | -2.9% | 20,545 |
| ROYAL BANK OF CANADA | -263 | -3.2% | 7,937 |