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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $864M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.66M
2 +$2.43M
3 +$2.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
5
KAS
Kestra Advisory Services
Texas
+$1.48M

Top Sellers

1 -$150M
2 -$7.87M
3 -$6.96M
4
Two Sigma Investments
Two Sigma Investments
New York
-$5.68M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$816K
AAS
52
Avantax Advisory Services
Texas
$786K
ASN
53
Advisory Services Network
Georgia
$701K
SFS
54
Security Financial Services
Indiana
$691K
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$683K
FPAS
56
Focus Partners Advisor Solutions
Missouri
$632K
AWM
57
AllSquare Wealth Management
New York
$624K
AWE
58
Avidian Wealth Enterprises
Texas
$607K
BFG
59
Buttonwood Financial Group
Missouri
$579K
CSP
60
Cary Street Partners
Virginia
$562K
AWS
61
Atria Wealth Solutions
New York
$556K
BCM
62
Brookstone Capital Management
Illinois
$539K
SFG
63
Snider Financial Group
Washington
$536K
OFG
64
OmniStar Financial Group
North Carolina
$533K
SPC
65
Sigma Planning Corp
Michigan
$520K
CFB
66
Cullen/Frost Bankers
Texas
$518K
Creative Planning
67
Creative Planning
Kansas
$515K
IWC
68
Integrated Wealth Concepts
Massachusetts
$512K
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$492K
SA
70
Strategic Advocates
Utah
$489K
IAN
71
Integrated Advisors Network
Texas
$477K
RCG
72
Regatta Capital Group
California
$476K
Betterment LLC
73
Betterment LLC
New York
$471K
MML Investors Services
74
MML Investors Services
Massachusetts
$417K
Mariner
75
Mariner
Kansas
$415K