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Fidelity Low Volatility Factor ETF

77 hedge funds and large institutions have $257M invested in Fidelity Low Volatility Factor ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
27
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MBTD
26
Mechanics Bank - Trust Department
California
$2.05M +$355K +7,092 +21%
PAG
27
Private Advisor Group
New Jersey
$1.9M +$1.27M +25,474 +202%
EAM
28
Empirical Asset Management
Massachusetts
$1.84M +$331K +6,619 +22%
Citadel Advisors
29
Citadel Advisors
Florida
$1.78M +$1.78M +35,556 New
RCAG
30
Rehmann Capital Advisory Group
Michigan
$1.64M -$35.2K -703 -2%
ATC
31
Argent Trust Co
Tennessee
$1.41M +$251K +5,028 +22%
ASN
32
Advisory Services Network
Georgia
$1.37M -$116K -2,316 -8%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.23M -$157K -3,143 -11%
SOS
34
Silver Oak Securities
Tennessee
$1.18M +$1.18M +23,379 New
SAM
35
Sequent Asset Management
Texas
$1.14M
AW
36
ACG Wealth
Georgia
$983K -$12.5K -250 -1%
DADC
37
D.A. Davidson & Co
Montana
$892K -$109K -2,187 -11%
Goldman Sachs
38
Goldman Sachs
New York
$869K
AWM
39
AllSquare Wealth Management
New York
$537K -$60K -1,200 -10%
IA
40
IFP Advisors
Florida
$517K +$517K +16,642 New
BFA
41
BMS Financial Advisors
South Dakota
$503K +$503K +10,054 New
MML Investors Services
42
MML Investors Services
Massachusetts
$497K -$5.25K -105 -1%
BCM
43
Brookstone Capital Management
Illinois
$436K -$17.3K -349 -4%
IWC
44
Integrated Wealth Concepts
Massachusetts
$389K +$499 +10 +0.1%
RJA
45
Raymond James & Associates
Florida
$374K -$31.6K -633 -8%
AAS
46
Avantax Advisory Services
Texas
$364K +$250 +5 +0.1%
SPC
47
Sigma Planning Corp
Michigan
$334K +$30.8K +615 +10%
DWM
48
Darwin Wealth Management
Florida
$327K
VAM
49
Verity Asset Management
North Carolina
$313K -$5.2K -104 -2%
SFPG
50
Stonebridge Financial Planning Group
Florida
$313K