We are live on ! Find out more
FDLO icon

Fidelity Low Volatility Factor ETF

161 hedge funds and large institutions have $954M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 166161 (-5)

5.83% less ownership

Funds ownership: 75.51%69.68% (-5.8%)

15% less capital invested

Capital invested by funds: $1.12B → $954M (-$165M)

Holders
161
Holders Change
-5
Holders Change %
-3.01%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
61
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$389K -$86.3K -1,285 -18%
SFG
77
Snider Financial Group
Washington
$372K
VFG
78
Valley Financial Group
Pennsylvania
$359K -$16.4K -244 -4%
UBS Group
79
UBS Group
Switzerland
$357K +$153K +2,275 +70%
SIC
80
Samalin Investment Counsel
New York
$356K +$201 +3 +0.1%
RA
81
RFG Advisory
Alabama
$354K +$368K +5,480 New
KWA
82
Kingswood Wealth Advisors
California
$348K +$8.73K +130 +2%
SFG
83
Sovereign Financial Group
Connecticut
$330K +$1.48K +22 +0.4%
AIP
84
Almanack Investment Partners
Pennsylvania
$314K +$13.4K +200 +4%
MML Investors Services
85
MML Investors Services
Massachusetts
$309K +$9.33K +139 +3%
AWAG
86
ARS Wealth Advisors Group
Florida
$308K +$1.28K +19 +0.4%
EH
87
Equitable Holdings
New York
$305K +$22.2K +330 +8%
AG
88
Ascent Group
Virginia
$302K +$5.51K +82 +2%
WIA
89
World Investment Advisors
California
$296K
JIC
90
Johnson Investment Counsel
Ohio
$292K -$134 -2 -0%
CFG
91
Citizens Financial Group
Rhode Island
$290K
FFA
92
Farther Finance Advisors
California
$271K -$116K -1,732 -29%
PAG
93
Private Advisor Group
New Jersey
$268K -$38.1K -568 -12%
IAA
94
Independent Advisor Alliance
North Carolina
$266K +$276K +4,115 New
HI
95
Harbour Investments
Wisconsin
$249K +$253K +3,773 +4,546%
JC
96
JB Capital
Connecticut
$234K +$739 +11 +0.3%
ACP
97
Aviance Capital Partners
Florida
$229K
ANTB
98
AMG National Trust Bank
Colorado
$229K +$604 +9 +0.3%
GWM
99
GDS Wealth Management
Texas
$226K +$235K +3,506 New
SA
100
Sovran Advisors
California
$216K