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Fidelity Low Volatility Factor ETF

77 hedge funds and large institutions have $257M invested in Fidelity Low Volatility Factor ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
27
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
51
Southern Capital Advisors
Tennessee
$299K -$7.31K -146 -2%
KM
52
Kalos Management
Georgia
$281K -$278K -5,964 -50%
TSWM
53
Tyler-Stone Wealth Management
Ohio
$271K +$40.7K +815 +18%
SPIA
54
Steward Partners Investment Advisory
New York
$268K -$17.8K -356 -6%
KPWS
55
Kestra Private Wealth Services
Texas
$266K -$2.5K -50 -0.9%
SFG
56
Sovereign Financial Group
Connecticut
$250K
UBS Group
57
UBS Group
Switzerland
$236K -$17K -341 -7%
Morgan Stanley
58
Morgan Stanley
New York
$232K -$22.5K -450 -9%
APA
59
American Portfolios Advisors
New York
$212K +$700 +14 +0.3%
IAN
60
Integrated Advisors Network
Texas
$212K -$51.6K -1,035 -20%
SS
61
Sunbelt Securities
Texas
$204K -$13.1K -260 -6%
CAN
62
Cetera Advisor Networks
California
$202K +$202K +4,049 New
HNB
63
Huntington National Bank
Ohio
$181K -$153K
DWP
64
Destiny Wealth Partners
Florida
$163K -$25.4K -509 -13%
EIP
65
Ellis Investment Partners
Pennsylvania
$104K +$249 +5 +0.2%
1IA
66
1834 Investment Advisors
Wisconsin
$100K
AAP
67
Arax Advisory Partners
Colorado
$87K +$101 +2 +0.1%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$70K +$2.24K +45 +3%
PFS
69
Prospera Financial Services
Texas
$48K +$48K +953 New
FFWM
70
Future Financial Wealth Management
Ohio
$28K -$24.7K -485 -47%
CFGS
71
Concourse Financial Group Securities
Alabama
$25K
MCC
72
Money Concepts Capital
Florida
$25K +$25K +500 New
SWM
73
Spire Wealth Management
Virginia
$20K +$3.24K +66 +19%
CWA
74
Clearview Wealth Advisors
Oregon
$16K -$35.6K -724 -69%
PGAM
75
Princeton Global Asset Management
New Jersey
$13K