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Fidelity Low Volatility Factor ETF

77 hedge funds and large institutions have $259M invested in Fidelity Low Volatility Factor ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
19
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KM
51
Kalos Management
Georgia
$277K
SCA
52
Southern Capital Advisors
Tennessee
$264K -$2.86K -64 -1%
TSWM
53
Tyler-Stone Wealth Management
Ohio
$247K +$5.34K +120 +2%
UBS Group
54
UBS Group
Switzerland
$226K +$15.4K +345 +7%
SPIA
55
Steward Partners Investment Advisory
New York
$223K -$15.6K -350 -7%
SFG
56
Sovereign Financial Group
Connecticut
$223K
Morgan Stanley
57
Morgan Stanley
New York
$215K +$7.91K +177 +4%
JIC
58
Johnson Investment Counsel
Ohio
$202K +$202K +4,531 New
APA
59
American Portfolios Advisors
New York
$190K +$669 +15 +0.4%
HNB
60
Huntington National Bank
Ohio
$162K -$181K
DWP
61
Destiny Wealth Partners
Florida
$146K
EIP
62
Ellis Investment Partners
Pennsylvania
$89K -$4.19K -94 -4%
1IA
63
1834 Investment Advisors
Wisconsin
$89K
AAP
64
Arax Advisory Partners
Colorado
$78K +$314 +7 +0.4%
BTI
65
Blue Trust Inc
Georgia
$39K +$39K +778 New
CFGS
66
Concourse Financial Group Securities
Alabama
$22K
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$17K -$46.4K -1,029 -73%
CWA
68
Clearview Wealth Advisors
Oregon
$14K
SWM
69
Spire Wealth Management
Virginia
$11K -$7.78K -169 -41%
PGAM
70
Princeton Global Asset Management
New Jersey
$11K
SL
71
Savior LLC
Massachusetts
$8K +$8K +188 New
HI
72
Harbour Investments
Wisconsin
$7K +$7K +151 New
RIM
73
Rockbridge Investment Management
New York
$6.02K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +119 New
S
75
SignatureFD
Georgia
$1K +$1K +21 New