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Fidelity Low Volatility Factor ETF

67 hedge funds and large institutions have $238M invested in Fidelity Low Volatility Factor ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
23
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$251K +$251K +5,310 New
Morgan Stanley
52
Morgan Stanley
New York
$233K -$8.02K -170 -3%
SFG
53
Sovereign Financial Group
Connecticut
$219K
APA
54
American Portfolios Advisors
New York
$199K +$47 +1 +0%
UBS Group
55
UBS Group
Switzerland
$155K +$146K +3,114 +1,702%
1IA
56
1834 Investment Advisors
Wisconsin
$141K +$141K +3,000 New
HNB
57
Huntington National Bank
Ohio
$138K -$128K
CAAS
58
Capital Asset Advisory Services
Michigan
$105K
EIP
59
Ellis Investment Partners
Pennsylvania
$97K +$4.86K +104 +5%
AAP
60
Arax Advisory Partners
Colorado
$81K +$81K +1,718 New
CFA
61
Carroll Financial Associates
North Carolina
$70K
HI
62
Harbour Investments
Wisconsin
$64K +$188 +4 +0.3%
CWA
63
Clearview Wealth Advisors
Oregon
$54K -$132K -2,776 -71%
PGAM
64
Princeton Global Asset Management
New Jersey
$29K
CFGS
65
Concourse Financial Group Securities
Alabama
$24K
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$19K +$19K +396 New
Barclays
67
Barclays
United Kingdom
$12K +$12K +252 New
SWM
68
Spire Wealth Management
Virginia
$6K +$307 +7 +5%
WIM
69
Westside Investment Management
California
$262 +$12 +250 +5%
FPGK
70
Financial Partners Group (Kansas)
Kansas
-$273K -6,234 Closed
FTUS
71
Flow Traders U.S.
New York
-$225K -5,137 Closed
DWP
72
Destiny Wealth Partners
Florida
-$166K -3,774 Closed
AWM
73
Avior Wealth Management
Nebraska
-$94K -2,164 Closed
SFS
74
Sowell Financial Services
Arkansas
-$89K -1,918 Closed
WAP
75
Wealthcare Advisory Partners
Pennsylvania
-$30K -688 Closed