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Fidelity Low Volatility Factor ETF

161 hedge funds and large institutions have $954M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 166161 (-5)

5.83% less ownership

Funds ownership: 75.51%69.68% (-5.8%)

15% less capital invested

Capital invested by funds: $1.12B → $954M (-$165M)

Holders
161
Holders Change
-5
Holders Change %
-3.01%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
61
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$578M -$75.9M -1,129,994 -11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46M +$78.2K +1,164 +0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.9M +$1.33M +19,747 +4%
LPL Financial
4
LPL Financial
California
$27M +$912K +13,586 +3%
CDWM
5
Campbell Deegan Wealth Management
Virginia
$21.4M +$31.4K +468 +0.1%
Bank of America
6
Bank of America
North Carolina
$19.5M -$1.21M -18,012 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$16.6M +$1.03M +15,335 +6%
Cerity Partners
8
Cerity Partners
New York
$13M +$13.1M +194,933 +2,830%
KAS
9
Kestra Advisory Services
Texas
$12.9M -$2.96M -44,131 -18%
AWM
10
AE Wealth Management
Kansas
$12.5M +$5.1M +75,910 +65%
SBH
11
Segall Bryant & Hamill
Illinois
$12.4M -$773K -11,506 -6%
SC
12
Sykon Capital
New York
$11.9M +$547K +8,148 +5%
Morgan Stanley
13
Morgan Stanley
New York
$9.49M +$2.06M +30,731 +26%
Raymond James Financial
14
Raymond James Financial
Florida
$9.48M +$350K +5,214 +4%
First Trust Advisors
15
First Trust Advisors
Illinois
$7.96M +$8.27M +123,227 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.66M -$2.46M -36,586 -24%
NA
17
NewEdge Advisors
Louisiana
$7.5M -$643K -9,572 -8%
Lido Advisors
18
Lido Advisors
California
$7.06M -$441K -6,574 -6%
AAS
19
Ameritas Advisory Services
Nebraska
$6.89M -$266K -3,957 -4%
GC
20
GFG Capital
Florida
$6.72M -$737K -10,975 -10%
MBTD
21
Mechanics Bank - Trust Department
California
$5.43M +$312K +4,652 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.33M -$3.2M -47,587 -37%
EWA
23
Exencial Wealth Advisors
Oklahoma
$4.93M -$199K -2,971 -4%
AWC
24
Abundance Wealth Counselors
Pennsylvania
$4.05M -$57.7K -860 -1%
Stifel Financial
25
Stifel Financial
Missouri
$3.82M +$111K +1,652 +3%