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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
WCG
26
Weaver Consulting Group
California
$2.78M -$5.04K -75 -0.2%
Goldman Sachs
27
Goldman Sachs
New York
$2.48M +$1.28M +19,042 +98%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.46M -$90.9K -1,354 -3%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.37M +$898K +13,372 +57%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.2M +$64.7K +964 +3%
ACM
31
Advisors Capital Management
New Jersey
$2.11M -$167K -2,485 -7%
CAL
32
Capital Analysts LLC
Pennsylvania
$2.08M -$105K -1,559 -5%
KPWS
33
Kestra Private Wealth Services
Texas
$2.05M +$67.3K +1,002 +3%
SB
34
Strategic Blueprint
Georgia
$1.68M +$39.4K +587 +2%
Jane Street
35
Jane Street
New York
$1.59M -$1.04M -15,455 -39%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.49M -$31.6K -470 -2%
TWP
37
Tempus Wealth Planning
California
$1.43M -$242K -3,600 -14%
ATC
38
Argent Trust Co
Tennessee
$1.42M
RCAG
39
Rehmann Capital Advisory Group
Michigan
$1.35M -$8.06K -120 -0.6%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.32M -$327K -4,874 -19%
HFA
41
Hershey Financial Advisers
Pennsylvania
$1.21M +$1.26M +18,727 New
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.05M +$4.16K +62 +0.4%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$961K +$47.3K +705 +5%
RF
44
Roxbury Financial
New Jersey
$952K +$44.7K +666 +5%
AAS
45
Asset Allocation Strategies
Michigan
$919K -$122K -1,819 -11%
SFS
46
Security Financial Services
Indiana
$911K +$77.8K +1,158 +9%
PCA
47
Pallas Capital Advisors
Massachusetts
$901K -$49.4K -736 -5%
SMG
48
Smart Money Group
Texas
$880K -$140K -2,083 -13%
GVAG
49
Great Valley Advisor Group
Delaware
$764K +$67 +1 +0%
IAN
50
Integrated Advisors Network
Texas
$759K -$66K -983 -8%