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Fidelity Low Volatility Factor ETF

139 hedge funds and large institutions have $992M invested in Fidelity Low Volatility Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
53
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
51
Advisory Services Network
Georgia
$841K -$55.7K -920 -6%
PCA
52
Pallas Capital Advisors
Massachusetts
$817K +$3.7K +61 +0.5%
AAS
53
Avantax Advisory Services
Texas
$760K +$225K +3,710 +42%
MML Investors Services
54
MML Investors Services
Massachusetts
$662K -$91K -1,501 -12%
CSP
55
Cary Street Partners
Virginia
$634K +$634K +10,460 New
SFG
56
Snider Financial Group
Washington
$604K +$604K +9,967 New
AWM
57
AllSquare Wealth Management
New York
$602K -$606 -10 -0.1%
SIC
58
Samalin Investment Counsel
New York
$581K -$46.2K -763 -7%
IWC
59
Integrated Wealth Concepts
Massachusetts
$488K +$788 +13 +0.2%
AWE
60
Avidian Wealth Enterprises
Texas
$473K -$22.1K -364 -4%
AWS
61
Atria Wealth Solutions
New York
$465K +$95.4K +1,575 +26%
Betterment LLC
62
Betterment LLC
New York
$465K -$45.1K -745 -9%
BCM
63
Brookstone Capital Management
Illinois
$462K +$65.3K +1,078 +16%
SPC
64
Sigma Planning Corp
Michigan
$419K +$6.91K +114 +2%
FPAS
65
Focus Partners Advisor Solutions
Missouri
$409K -$73.7K -1,216 -15%
CAM
66
Cresset Asset Management
Illinois
$382K -$1.33K -22 -0.3%
Goldman Sachs
67
Goldman Sachs
New York
$380K -$88.8K -1,465 -19%
UIM
68
Unified Investment Management
Georgia
$373K +$373K +6,150 New
SS
69
Sunbelt Securities
Texas
$371K -$7.27K -120 -2%
PAG
70
Private Advisor Group
New Jersey
$351K -$74.5K -1,229 -18%
Mariner
71
Mariner
Kansas
$324K +$58K +958 +22%
VFG
72
Valley Financial Group
Pennsylvania
$321K -$6.3K -104 -2%
JIC
73
Johnson Investment Counsel
Ohio
$319K -$303 -5 -0.1%
SFPG
74
Stonebridge Financial Planning Group
Florida
$318K
DWP
75
Destiny Wealth Partners
Florida
$313K