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Fidelity Low Volatility Factor ETF

162 hedge funds and large institutions have $947M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Goldman Sachs
26
Goldman Sachs
New York
$2.48M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.46M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.37M
JP Morgan Chase
29
JP Morgan Chase
New York
$2.2M
ACM
30
Advisors Capital Management
New Jersey
$2.11M
CAL
31
Capital Analysts LLC
Pennsylvania
$2.08M
KPWS
32
Kestra Private Wealth Services
Texas
$2.05M
SB
33
Strategic Blueprint
Georgia
$1.68M
Jane Street
34
Jane Street
New York
$1.59M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.49M
TWP
36
Tempus Wealth Planning
California
$1.43M
ATC
37
Argent Trust Co
Tennessee
$1.42M
RCAG
38
Rehmann Capital Advisory Group
Michigan
$1.35M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.32M
HFA
40
Hershey Financial Advisers
Pennsylvania
$1.21M
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.05M
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$961K
RF
43
Roxbury Financial
New Jersey
$952K
AAS
44
Asset Allocation Strategies
Michigan
$919K
SFS
45
Security Financial Services
Indiana
$911K
PCA
46
Pallas Capital Advisors
Massachusetts
$901K
SMG
47
Smart Money Group
Texas
$880K
GVAG
48
Great Valley Advisor Group
Delaware
$764K
IAN
49
Integrated Advisors Network
Texas
$759K
Creative Planning
50
Creative Planning
Kansas
$719K