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Fidelity Low Volatility Factor ETF

65 hedge funds and large institutions have $190M invested in Fidelity Low Volatility Factor ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
28
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
51
Sovereign Financial Group
Connecticut
$219K
APA
52
American Portfolios Advisors
New York
$185K -$5.83K -133 -3%
CWA
53
Clearview Wealth Advisors
Oregon
$172K +$18.5K +421 +12%
DWP
54
Destiny Wealth Partners
Florida
$166K
HNB
55
Huntington National Bank
Ohio
$128K -$125K
CAAS
56
Capital Asset Advisory Services
Michigan
$98K
AWM
57
Avior Wealth Management
Nebraska
$94K -$21.5K -496 -19%
SFS
58
Sowell Financial Services
Arkansas
$89K -$39.2K -844 -31%
EIP
59
Ellis Investment Partners
Pennsylvania
$86K +$218 +5 +0.3%
CFA
60
Carroll Financial Associates
North Carolina
$65K
HI
61
Harbour Investments
Wisconsin
$60K +$60K +1,359 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$30K +$30K +688 New
PGAM
63
Princeton Global Asset Management
New Jersey
$27K -$840K -19,289 -97%
CFGS
64
Concourse Financial Group Securities
Alabama
$22K
UBS Group
65
UBS Group
Switzerland
$8K -$65.4K -1,495 -89%
SWM
66
Spire Wealth Management
Virginia
$6K +$6K +130 New
WIM
67
Westside Investment Management
California
$233 +$65 +1,475 +38%
Citadel Advisors
68
Citadel Advisors
Florida
-$1.58M -37,064 Closed
SS
69
Sunbelt Securities
Texas
-$369K -8,646 Closed
FFN
70
Focus Financial Network
Minnesota
-$325K -7,613 Closed
FI
71
FormulaFolio Investments
Michigan
-$268K -6,283 Closed
PWM
72
Provident Wealth Management
Tennessee
-$225K -5,274 Closed
SS
73
Simplicity Solutions
Minnesota
-$203K -4,753 Closed
IA
74
IFP Advisors
Florida
-$161K -3,793 Closed
FCH
75
Freestone Capital Holdings
Washington
-$17.1K -400 Closed