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Fidelity Low Volatility Factor ETF

154 hedge funds and large institutions have $863M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 6 closing their positions.

Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
53
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$498M 7,934,912 -2,383,241 -23%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.9M 747,249 -8,448 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.9M 555,092 -56,551 -9%
Bank of America
4
Bank of America
North Carolina
$27.9M 443,513 +38,622 +10%
KAS
5
Kestra Advisory Services
Texas
$21.7M 346,284 +23,609 +7%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$19.8M 314,733 +9,405 +3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$14.8M 236,209 +682 +0.3%
SBH
8
Segall Bryant & Hamill
Illinois
$14.3M 227,641 -6,905 -3%
LPL Financial
9
LPL Financial
California
$11.1M 177,522 -19,638 -10%
NA
10
NewEdge Advisors
Louisiana
$11.1M 176,211 +58,317 +49%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.8M 172,247 +4,293 +3%
RPCA
12
Running Point Capital Advisors
California
$10.4M 165,902 +2,218 +1%
AAS
13
Ameritas Advisory Services
Nebraska
$8.19M 130,449 -125,257 -49%
GC
14
GFG Capital
Florida
$7.44M 118,446 -9,449 -7%
Lido Advisors
15
Lido Advisors
California
$7.28M 115,900 -9,940 -8%
Raymond James Financial
16
Raymond James Financial
Florida
$6.57M 104,585 +1,888 +2%
HCM
17
Howard Capital Management
Georgia
$5.08M 80,838 +38,621 +91%
EWA
18
Exencial Wealth Advisors
Oklahoma
$4.92M 78,286 -6,262 -7%
Morgan Stanley
19
Morgan Stanley
New York
$4.85M 77,179 -30,492 -28%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.78M 76,116 -2,846 -4%
AWC
21
Abundance Wealth Counselors
Pennsylvania
$4.71M 79,114 -4,740 -6%
FIA
22
Foundations Investment Advisors
Arizona
$4.67M 74,355 +8,484 +13%
Goldman Sachs
23
Goldman Sachs
New York
$4.64M 73,927 -494 -0.7%
MBTD
24
Mechanics Bank - Trust Department
California
$4.6M 73,282 +11,111 +18%
AWM
25
AE Wealth Management
Kansas
$4.43M 70,575 -4,908 -7%