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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
Betterment LLC
76
Betterment LLC
New York
$471K
Cerity Partners
77
Cerity Partners
New York
$460K
SAI
78
Savvy Advisors Inc
New York
$426K
WI
79
Westbourne Investments
Virginia
$423K
CAM
80
Cresset Asset Management
Illinois
$421K
Bank of New York Mellon
81
Bank of New York Mellon
New York
$420K
SFPG
82
Stonebridge Financial Planning Group
Florida
$417K
UIM
83
Unified Investment Management
Georgia
$411K
FFA
84
Farther Finance Advisors
California
$394K
VFG
85
Valley Financial Group
Pennsylvania
$387K
SFG
86
Snider Financial Group
Washington
$384K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$380K
SIC
88
Samalin Investment Counsel
New York
$368K
DWP
89
Destiny Wealth Partners
Florida
$352K
KWA
90
Kingswood Wealth Advisors
California
$351K
SFG
91
Sovereign Financial Group
Connecticut
$340K
AWAG
92
ARS Wealth Advisors Group
Florida
$317K
PAG
93
Private Advisor Group
New Jersey
$315K
AIP
94
Almanack Investment Partners
Pennsylvania
$311K
MML Investors Services
95
MML Investors Services
Massachusetts
$310K
AG
96
Ascent Group
Virginia
$307K
WIA
97
World Investment Advisors
California
$306K
JIC
98
Johnson Investment Counsel
Ohio
$302K
CFG
99
Citizens Financial Group
Rhode Island
$300K
EH
100
Equitable Holdings
New York
$283K