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Fidelity Low Volatility Factor ETF

150 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 15 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
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
CAM
76
Cresset Asset Management
Illinois
$415K
SFPG
77
Stonebridge Financial Planning Group
Florida
$412K
UIM
78
Unified Investment Management
Georgia
$405K
SPIA
79
Steward Partners Investment Advisory
New York
$379K
VFG
80
Valley Financial Group
Pennsylvania
$373K
SIC
81
Samalin Investment Counsel
New York
$363K
DWP
82
Destiny Wealth Partners
Florida
$340K
SFG
83
Sovereign Financial Group
Connecticut
$334K
KWA
84
Kingswood Wealth Advisors
California
$326K
AWAG
85
ARS Wealth Advisors Group
Florida
$312K
MML Investors Services
86
MML Investors Services
Massachusetts
$310K
PAG
87
Private Advisor Group
New Jersey
$309K
JIC
88
Johnson Investment Counsel
Ohio
$303K
FFA
89
Farther Finance Advisors
California
$298K
AG
90
Ascent Group
Virginia
$275K
Citadel Advisors
91
Citadel Advisors
Florida
$273K
GS
92
GTS Securities
New York
$272K
EH
93
Equitable Holdings
New York
$269K
Cerity Partners
94
Cerity Partners
New York
$261K
CIC
95
Carnegie Investment Counsel
Ohio
$258K
JC
96
JB Capital
Connecticut
$237K
HPM
97
Hoxton Planning & Management
West Virginia
$235K
ACP
98
Aviance Capital Partners
Florida
$234K
ANTB
99
AMG National Trust Bank
Colorado
$232K
CFG
100
Citizens Financial Group
Rhode Island
$228K