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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
Creative Planning
51
Creative Planning
Kansas
$719K +$86.8K +1,293 +13%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$694K -$351K -5,234 -33%
Corient Private Wealth
53
Corient Private Wealth
Florida
$681K -$28M -416,575 -98%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$672K -$1.61K -24 -0.2%
CFB
55
Cullen/Frost Bankers
Texas
$665K +$47.6K +709 +7%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$632K +$275K +4,092 +72%
AWE
57
Avidian Wealth Enterprises
Texas
$632K +$17K +253 +3%
WIM
58
Westside Investment Management
California
$626K -$12.8K -190 -2%
ASN
59
Advisory Services Network
Georgia
$623K -$63.2K -942 -9%
SPC
60
Sigma Planning Corp
Michigan
$619K +$40.4K +601 +7%
SPIA
61
Steward Partners Investment Advisory
New York
$550K +$49.2K +733 +9%
CSP
62
Cary Street Partners
Virginia
$548K -$8.26K -123 -1%
BCM
63
Brookstone Capital Management
Illinois
$544K -$10.3K -154 -2%
BFG
64
Buttonwood Financial Group
Missouri
$542K +$35K +522 +7%
IWC
65
Integrated Wealth Concepts
Massachusetts
$529K +$1.01K +15 +0.2%
Betterment LLC
66
Betterment LLC
New York
$499K +$44.4K +662 +9%
WI
67
Westbourne Investments
Virginia
$471K +$63.7K +949 +15%
SA
68
Strategic Advocates
Utah
$467K -$46.3K -689 -9%
SAI
69
Savvy Advisors Inc
New York
$456K +$45.9K +684 +11%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$443K +$37.9K +564 +9%
Mariner
71
Mariner
Kansas
$430K -$81.2K -1,210 -15%
CAM
72
Cresset Asset Management
Illinois
$407K
SFPG
73
Stonebridge Financial Planning Group
Florida
$404K
UIM
74
Unified Investment Management
Georgia
$397K
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$392K +$407K +6,066 New