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Fidelity Low Volatility Factor ETF

152 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$458K
CAM
77
Cresset Asset Management
Illinois
$415K
SFPG
78
Stonebridge Financial Planning Group
Florida
$412K
UIM
79
Unified Investment Management
Georgia
$405K
SPIA
80
Steward Partners Investment Advisory
New York
$379K
VFG
81
Valley Financial Group
Pennsylvania
$373K
SIC
82
Samalin Investment Counsel
New York
$363K
DWP
83
Destiny Wealth Partners
Florida
$340K
SFG
84
Sovereign Financial Group
Connecticut
$334K
KWA
85
Kingswood Wealth Advisors
California
$326K
AWAG
86
ARS Wealth Advisors Group
Florida
$312K
MML Investors Services
87
MML Investors Services
Massachusetts
$310K
PAG
88
Private Advisor Group
New Jersey
$309K
JIC
89
Johnson Investment Counsel
Ohio
$303K
FFA
90
Farther Finance Advisors
California
$298K
AG
91
Ascent Group
Virginia
$275K
Citadel Advisors
92
Citadel Advisors
Florida
$273K
GS
93
GTS Securities
New York
$272K
EH
94
Equitable Holdings
New York
$269K
Cerity Partners
95
Cerity Partners
New York
$261K
CIC
96
Carnegie Investment Counsel
Ohio
$258K
JC
97
JB Capital
Connecticut
$237K
HPM
98
Hoxton Planning & Management
West Virginia
$235K
ACP
99
Aviance Capital Partners
Florida
$234K
ANTB
100
AMG National Trust Bank
Colorado
$232K