FDLO icon

Fidelity Low Volatility Factor ETF

80 hedge funds and large institutions have $213M invested in Fidelity Low Volatility Factor ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
36
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
51
Stonebridge Financial Planning Group
Florida
$262K
TSWM
52
Tyler-Stone Wealth Management
Ohio
$245K +$11.6K +275 +5%
Mariner
53
Mariner
Kansas
$235K +$235K +5,597 New
DWM
54
Darwin Wealth Management
Florida
$234K -$44.7K -1,032 -16%
Morgan Stanley
55
Morgan Stanley
New York
$231K +$28.9K +687 +14%
VC
56
Vicus Capital
Pennsylvania
$215K +$215K +5,127 New
AWM
57
AE Wealth Management
Kansas
$213K -$211K -5,012 -50%
SFG
58
Sovereign Financial Group
Connecticut
$210K
SPIA
59
Steward Partners Investment Advisory
New York
$208K -$1.68K -40 -0.8%
APA
60
American Portfolios Advisors
New York
$179K +$714 +17 +0.4%
UBS Group
61
UBS Group
Switzerland
$159K -$53.6K -1,279 -25%
HNB
62
Huntington National Bank
Ohio
$152K -$162K
DWP
63
Destiny Wealth Partners
Florida
$137K
ACM
64
Absolute Capital Management
Pennsylvania
$136K +$136K +3,238 New
AIP
65
Almanack Investment Partners
Pennsylvania
$109K +$109K +2,589 New
EIP
66
Ellis Investment Partners
Pennsylvania
$84K +$252 +6 +0.3%
AAP
67
Arax Advisory Partners
Colorado
$73K +$293 +7 +0.4%
BTI
68
Blue Trust Inc
Georgia
$35K
CAL
69
Capital Advisors Ltd
Ohio
$30K +$30K +725 New
PCA
70
Providence Capital Advisors
North Carolina
$22K +$22K +523 New
CFGS
71
Concourse Financial Group Securities
Alabama
$21K
CWA
72
Clearview Wealth Advisors
Oregon
$14K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$13K +$8.15K +200 +168%
SWM
74
Spire Wealth Management
Virginia
$12K +$1.94K +46 +19%
PGAM
75
Princeton Global Asset Management
New Jersey
$10K