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Fidelity Low Volatility Factor ETF

156 hedge funds and large institutions have $864M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 6 closing their positions.

Holders
156
Holders Change
+16
Holders Change %
+11.43%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
53
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$816K 12,986 -1,294 -9%
AAS
52
Avantax Advisory Services
Texas
$786K 12,509 +134 +1%
ASN
53
Advisory Services Network
Georgia
$701K 11,103 -26 -0.2%
SFS
54
Security Financial Services
Indiana
$691K 11,004 +11,004 New
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$683K 10,881 +10,437 +2,351%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$632K 10,068 +24 +0.2%
AWM
57
AllSquare Wealth Management
New York
$624K 9,933
AWE
58
Avidian Wealth Enterprises
Texas
$607K 9,666 -29 -0.3%
BFG
59
Buttonwood Financial Group
Missouri
$579K 9,157 +256 +3%
CSP
60
Cary Street Partners
Virginia
$562K 8,955 -876 -9%
AWS
61
Atria Wealth Solutions
New York
$556K 8,861 -841 -9%
BCM
62
Brookstone Capital Management
Illinois
$539K 8,581 +816 +11%
SFG
63
Snider Financial Group
Washington
$536K 8,542 -1,216 -12%
OFG
64
OmniStar Financial Group
North Carolina
$533K 8,493 +35 +0.4%
SPC
65
Sigma Planning Corp
Michigan
$520K 8,279 +650 +9%
CFB
66
Cullen/Frost Bankers
Texas
$518K 8,249 +515 +7%
Creative Planning
67
Creative Planning
Kansas
$515K 8,196 +468 +6%
IWC
68
Integrated Wealth Concepts
Massachusetts
$512K 8,153 +78 +1%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$492K 7,834 -1,254 -14%
SA
70
Strategic Advocates
Utah
$489K 7,779 +7,779 New
IAN
71
Integrated Advisors Network
Texas
$477K 7,603 -3,277 -30%
RCG
72
Regatta Capital Group
California
$476K 7,578 +7,578 New
Betterment LLC
73
Betterment LLC
New York
$471K 7,494 -172 -2%
MML Investors Services
74
MML Investors Services
Massachusetts
$417K 6,641 -3,848 -37%
Mariner
75
Mariner
Kansas
$415K 6,607 +925 +16%