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Fidelity Low Volatility Factor ETF

165 hedge funds and large institutions have $1.11B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$10.7M
2 -$5.58M
3 -$3.54M
4
NA
NewEdge Advisors
Louisiana
-$3.28M
5
Goldman Sachs
Goldman Sachs
New York
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Asset Allocation Strategies
Michigan
$1.07M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.07M
SMG
53
Smart Money Group
Texas
$1.05M
PCA
54
Pallas Capital Advisors
Massachusetts
$981K
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$946K
RF
56
Roxbury Financial
New Jersey
$939K
SFS
57
Security Financial Services
Indiana
$864K
IAN
58
Integrated Advisors Network
Texas
$850K
GVAG
59
Great Valley Advisor Group
Delaware
$789K
ASN
60
Advisory Services Network
Georgia
$707K
FPAS
61
Focus Partners Advisor Solutions
Missouri
$696K
WIM
62
Westside Investment Management
California
$659K
Creative Planning
63
Creative Planning
Kansas
$657K
CFB
64
Cullen/Frost Bankers
Texas
$640K
AWE
65
Avidian Wealth Enterprises
Texas
$636K
Citigroup
66
Citigroup
New York
$604K
SPC
67
Sigma Planning Corp
Michigan
$599K
CSP
68
Cary Street Partners
Virginia
$574K
BCM
69
Brookstone Capital Management
Illinois
$572K
IWC
70
Integrated Wealth Concepts
Massachusetts
$545K
BFG
71
Buttonwood Financial Group
Missouri
$534K
SA
72
Strategic Advocates
Utah
$532K
Mariner
73
Mariner
Kansas
$525K
SPIA
74
Steward Partners Investment Advisory
New York
$519K
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$488K