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FHEQ FIDELITY GREENWOOD STREET TR

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HEDGED EQTY ETF (fund)

15 managers (15 13F filers) reported a position in FHEQ shares at 2025-03-31, 15,110,295 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
15
13F filers
15
New
5
Added
5
Reduced
4
Sold out
3
Shares held by filers
15,110,295

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC13,206,878$348M0.02%-3,157,54013F-HRTimelineGroup
Anson Capital, Inc.125,061$3.3M2.84%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC105,633$2.79M<0.01%+57,45813F-HRTimeline
Peterson Wealth Advisors, LLC40,093$1.02M0.2%new13F-HRTimeline
AE Wealth Management LLC31,566$833K0.01%+5,87713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,864$603K<0.01%+49313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,369$511K<0.01%-25,89913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,218$507K<0.01%-25,95013F-HRTimelineGroup
OLD MISSION CAPITAL LLC16,837$444K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.16,119$425K0.04%+4113F-HRTimeline
Breakwater Capital Group8,216$217K0.04%new13F-HRTimeline
Roxbury Financial LLC2,004$55.1K0.05%+413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,558$41K<0.01%-1,22313F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC1,494,879$56.7Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

Events

  • KEYBANK NATIONAL ASSOCIATION/OH reported 2,121,260 FHEQ shares, 7.2% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0001089877-26-000028

    Accepted , ingested