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Fidelity Low Volatility Factor ETF

150 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.53M
Stifel Financial
27
Stifel Financial
Missouri
$3.4M
Goldman Sachs
28
Goldman Sachs
New York
$3.27M
WCG
29
Weaver Consulting Group
California
$2.85M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.67M
ACM
31
Advisors Capital Management
New Jersey
$2.34M
CAL
32
Capital Analysts LLC
Pennsylvania
$2.33M
JP Morgan Chase
33
JP Morgan Chase
New York
$2.05M
KPWS
34
Kestra Private Wealth Services
Texas
$1.79M
TWP
35
Tempus Wealth Planning
California
$1.75M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.54M
ATC
37
Argent Trust Co
Tennessee
$1.49M
RCAG
38
Rehmann Capital Advisory Group
Michigan
$1.38M
SB
39
Strategic Blueprint
Georgia
$1.34M
NL
40
NVWM LLC
Pennsylvania
$1.3M
SAM
41
Sequent Asset Management
Texas
$1.22M
HFA
42
Hershey Financial Advisers
Pennsylvania
$1.21M
AAS
43
Asset Allocation Strategies
Michigan
$1.17M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.06M
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$1.04M
SMG
46
Smart Money Group
Texas
$1.02M
FPAS
47
Focus Partners Advisor Solutions
Missouri
$993K
PCA
48
Pallas Capital Advisors
Massachusetts
$950K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$871K
WIM
50
Westside Investment Management
California
$844K