Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDELITY YIELD ENHANCED EQUITY ETF (FYEE)

39 + Investors. Track Smart Money conviction in FYEE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
2Q ▲
Buyers last Q
88%

Smart Money Signals — FYEE

Based on 39 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FYEE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
39 hedge funds hold FYEE right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +550% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+550% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 88% buying

35 buying5 selling
Last quarter: 35 funds were net buyers (22 opened a brand new position + 13 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FYEE position: 2 → 1 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 90% entered in last year

■ 0% conviction (2yr+) ■ 10% medium ■ 90% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

4 → 2 → 1 → 16 → 22 new funds/Q
New funds entering each quarter: 2 → 1 → 16 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 95% of holders entered in last year

■ 0% veterans ■ 5% 1-2yr ■ 95% new
Of 39 current holders: 37 (95%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
6 of 39 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FYEE

In 2025 Q4, 35 hedge funds were net buyers of FYEE (22 opened a new position, 13 added to an existing one), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in FYEE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: FYEE

How many hedge funds hold FYEE — quarterly history vs. share price
Quarterly hedge fund ownership of FYEE vs. share price

Market Analysis: FYEE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FYEE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: FYEE
2026 Q1 Stats Unlock in 9 days 39 + Investors

Track Smart Money conviction in FYEE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 39 20 95.0%
13F Shares 3M 2M 89.08%
Total Value $94M $49M 93.3%
New Positions 22 16 +6
Increased Positions 13 3 +10
Closed Positions 3 1 +2
Reduced Positions 2 0 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FYEE

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Financial Highlights

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Institutional Holders (2026 Q1)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FYEE. Verified SEC 13F-HR filings.

Top 25 institutional holders of FYEE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TBH Global Asset Management, LLC 0.57% 104,223 $2.8M
2 WEALTH EFFECTS LLC 0.49% 51,370 $1.4M
3 Financially in Tune, LLC 0.26% 11,003 $299K
4 Global Trust Asset Management, LLC 0.22% 21,221 $576K
5 Hixon Zuercher, LLC 0.14% 17,050 $463K
6 NFSG Corp 0.09% 20,534 $557K
7 Bleakley Financial Group, LLC 0.08% 183,026 $5.0M
8 Summit Wealth Partners, LLC 0.07% 17,345 $471K
9 Concurrent Investment Advisors, LLC 0.07% 236,282 $6.4M
10 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% 137,079 $3.7M
11 Roxbury Financial LLC 0.04% 1,669 $45K
12 SILVER OAK SECURITIES, INCORPORATED 0.03% 13,254 $360K
13 Spire Wealth Management 0.02% 23,570 $639K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 483,554 $13.1M
15 J.W. COLE ADVISORS, INC. 0.02% 18,490 $502K
16 PFG Investments, LLC 0.02% 12,300 $334K
17 Savvy Advisors, Inc. 0.01% 19,921 $540K
18 PARSONS CAPITAL MANAGEMENT INC/RI 0.01% 9,298 $252K
19 Cambridge Investment Research Advisors, Inc. 0.01% 97,857 $3K
20 AdvisorNet Financial, Inc 0.01% 4,400 $119K
21 Atria Investments, Inc 0.00% 9,411 $255K
22 IFP Advisors, Inc 0.00% 1,700 $46K
23 Westside Investment Management, Inc. 0.00% 200 $5K
24 LPL Financial LLC 0.00% 52,429 $1.4M
25 Boston Partners 0.00% 11,929 $324K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIDELITY YIELD ENHANCED EQUITY ETF (FYEE)

What does the Smart Money Trend signal show for FYEE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FYEE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FYEE?

More buyers than sellers — 88% buying: Last quarter: 35 funds were net buyers (22 opened a brand new position + 13 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FYEE holders?

Strong quality — 35% AUM from major funds: 6 of 39 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FYEE?

Mostly new holders — 90% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.