Equity Hedged · BATS · USD · Data as of 2026-05-16
AUM
$829.47M
Expense ratio
0.48%
Yield
0.61%
YTD return
+3.96%
Last price
$32.95
Broad Equity · Coverage 75% · low
Today
49.6
Outlook
56.8
Block A (composite-derived)
66.8
Block C (market behavior)
45.2
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
66.8
Coverage 75% · medium
Liquidity
—
Expenses
65.0
Performance
—
Volatility
89.7
Dividend
16.8
Concentration
40.0
Smart Money
78.7
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Fidelity Hedged Equity ETF (FHEQ) is an exchange-traded fund from Fidelity Investments in the Mixed asset class. Launched in 2024. Assets under management: 829,472,896.
Bullish Whales composite rating: 67 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: activist exposure, volatility, smart-money flow.
Annualized one-year realized volatility 10%, classified low. Weakest axes: dividend, concentration.
Top-10 weight 0%, diversified, led by NVDA. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, smart_money_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe Fidelity Hedged Equity ETF is an investment vehicle designed to provide a diversified exposure to U.S. large-cap equities while incorporating a risk management strategy through options hedging. This ETF primarily invests in a portfolio of large-cap stocks that represent the top tier of U.S. corporations across various sectors, such as technology, consumer goods, healthcare, and finance. The hedging component of this ETF involves the strategic use of options contracts to potentially reduce downside risk and volatility, which can be appealing to investors looking for exposure to equities with a measure of risk mitigation. By combining both equity investments and options strategies, the Fidelity Hedged Equity ETF aims to offer investors a way to participate in the potential upside of the U.S. stock market while attempting to cushion against significant market downturns. This dual approach is particularly attractive during volatile market conditions or economic uncertainty, as it provides a balance between growth potential and risk management. With its focus on large-cap companies, this ETF plays a significant role in portfolios seeking stability and long-term growth within the context of a hedging strategy.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $829,472,896. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for FHEQ are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.