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Fidelity Low Volatility Factor ETF

161 hedge funds and large institutions have $1.1B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
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 Buyers

1 +$52.5M
2 +$11.6M
3 +$7.19M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.74M
5
Morgan Stanley
Morgan Stanley
New York
+$3.3M

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
Cerity Partners
76
Cerity Partners
New York
$460K
SAI
77
Savvy Advisors Inc
New York
$426K
WI
78
Westbourne Investments
Virginia
$423K
CAM
79
Cresset Asset Management
Illinois
$421K
Bank of New York Mellon
80
Bank of New York Mellon
New York
$420K
SFPG
81
Stonebridge Financial Planning Group
Florida
$417K
UIM
82
Unified Investment Management
Georgia
$411K
FFA
83
Farther Finance Advisors
California
$394K
VFG
84
Valley Financial Group
Pennsylvania
$387K
SFG
85
Snider Financial Group
Washington
$384K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$380K
SIC
87
Samalin Investment Counsel
New York
$368K
DWP
88
Destiny Wealth Partners
Florida
$352K
KWA
89
Kingswood Wealth Advisors
California
$351K
SFG
90
Sovereign Financial Group
Connecticut
$340K
AWAG
91
ARS Wealth Advisors Group
Florida
$317K
PAG
92
Private Advisor Group
New Jersey
$315K
AIP
93
Almanack Investment Partners
Pennsylvania
$311K
MML Investors Services
94
MML Investors Services
Massachusetts
$310K
AG
95
Ascent Group
Virginia
$307K
JIC
96
Johnson Investment Counsel
Ohio
$302K
CFG
97
Citizens Financial Group
Rhode Island
$300K
EH
98
Equitable Holdings
New York
$283K
KIM
99
Kestra Investment Management
Texas
$242K
JC
100
JB Capital
Connecticut
$241K