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FHEQ FIDELITY GREENWOOD STREET TR

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HEDGED EQTY ETF (fund)

21 managers (21 13F filers) reported a position in FHEQ shares at 2025-06-30, 13,967,235 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
21
13F filers
21
New
10
Added
5
Reduced
5
Sold out
4
Shares held by filers
13,967,235

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC13,257,651$382M0.02%+50,77313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC128,282$3.7M<0.01%+22,64913F-HRTimeline
Anson Capital, Inc.123,985$3.57M2.88%-1,07613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC96,287$2.77M0.01%new13F-HRTimelineGroup
InTrack Investment Management Inc63,300$1.82M1.23%new13F-HRTimeline
Demars Financial Group, LLC59,274$1.71M0.66%-1,435,60513F-HRTimeline
Wealth Quarterback LLC48,331$1.39M0.66%new13F-HRTimeline
Peterson Wealth Advisors, LLC35,760$1.03M0.17%-4,33313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,476$965K<0.01%new13F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,295$787K<0.01%new13F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC26,595$766K0.02%+9,75813F-HRTimeline
Sunbelt Securities, Inc.16,078$441K0.04%-4113F-HRTimeline
Delta Investment Management, LLC10,151$293K0.06%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.9,300$268K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,044$232K<0.01%new13F-HRTimelineGroup
Breakwater Capital Group7,302$210K0.03%-91413F-HRTimeline
Madison Wealth Partners, Inc7,038$203K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,616$162K<0.01%+4,05813F-HR/ATimelineGroup
Roxbury Financial LLC2,109$60.8K0.06%+10513F-HRTimeline
Briaud Financial Planning Inc1,361$39K0.02%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, 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