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Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
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

Top Buyers

1 +$4.13M
2 +$3.41M
3 +$2.95M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.19M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.51M
FIA
27
Foundations Investment Advisors
Arizona
$3.99M
MBTD
28
Mechanics Bank - Trust Department
California
$3.77M
Stifel Financial
29
Stifel Financial
Missouri
$2.88M
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.75M
WCG
31
Weaver Consulting Group
California
$2.69M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.59M
HCM
33
Howard Capital Management
Georgia
$2.56M
ACM
34
Advisors Capital Management
New Jersey
$2.16M
TSWM
35
Tyler-Stone Wealth Management
Ohio
$2.07M
CAL
36
Capital Analysts LLC
Pennsylvania
$2.02M
AAS
37
Asset Allocation Strategies
Michigan
$1.94M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.74M
TWP
39
Tempus Wealth Planning
California
$1.68M
KPWS
40
Kestra Private Wealth Services
Texas
$1.49M
ATC
41
Argent Trust Co
Tennessee
$1.45M
SAM
42
Sequent Asset Management
Texas
$1.38M
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.29M
RCAG
44
Rehmann Capital Advisory Group
Michigan
$1.27M
Citadel Advisors
45
Citadel Advisors
Florida
$1.15M
NL
46
NVWM LLC
Pennsylvania
$1.13M
WIM
47
Westside Investment Management
California
$893K
Jane Street
48
Jane Street
New York
$869K
GVAG
49
Great Valley Advisor Group
Delaware
$866K
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$833K