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Fidelity Low Volatility Factor ETF

103 hedge funds and large institutions have $698M invested in Fidelity Low Volatility Factor ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
51
Samalin Investment Counsel
New York
$570K +$225 +4 +0%
AWM
52
AllSquare Wealth Management
New York
$559K -$8.99K -160 -2%
AAS
53
Avantax Advisory Services
Texas
$548K +$32.4K +576 +6%
UBS Group
54
UBS Group
Switzerland
$538K -$283K -5,035 -34%
VAM
55
Verity Asset Management
North Carolina
$511K +$25.3K +450 +5%
Betterment LLC
56
Betterment LLC
New York
$480K +$480K +8,550 New
Citadel Advisors
57
Citadel Advisors
Florida
$467K +$467K +8,305 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$461K -$210K -3,746 -31%
IWC
59
Integrated Wealth Concepts
Massachusetts
$456K +$14.3K +254 +3%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$445K +$35.3K +628 +9%
CA
61
Cetera Advisors
Colorado
$406K +$38.7K +689 +11%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$368K -$9.96K -177 -3%
BCM
63
Brookstone Capital Management
Illinois
$366K -$4.16K -74 -1%
SS
64
Sunbelt Securities
Texas
$356K +$276K +4,906 +345%
CAM
65
Cresset Asset Management
Illinois
$355K +$355K +6,327 New
SFPG
66
Stonebridge Financial Planning Group
Florida
$351K
SPC
67
Sigma Planning Corp
Michigan
$337K +$337K +5,995 New
BWIA
68
Bryant Woods Investment Advisors
New York
$334K -$28K -499 -8%
JIC
69
Johnson Investment Counsel
Ohio
$299K -$4.21K -75 -1%
VFG
70
Valley Financial Group
Pennsylvania
$298K -$14.7K -261 -5%
DWP
71
Destiny Wealth Partners
Florida
$290K
SFG
72
Sovereign Financial Group
Connecticut
$281K
AWAG
73
ARS Wealth Advisors Group
Florida
$270K +$270K +4,810 New
BWM
74
Birchcreek Wealth Management
Ohio
$260K +$14.2K +253 +6%
Mariner
75
Mariner
Kansas
$238K -$80.1K -1,425 -25%