FDLO icon

Fidelity Low Volatility Factor ETF

156 hedge funds and large institutions have $864M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 6 closing their positions.

Holders
156
Holders Change
+16
Holders Change %
+11.43%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
53
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SOS
76
Silver Oak Securities
Tennessee
$400K 6,374 +3 +0%
CAM
77
Cresset Asset Management
Illinois
$396K 6,304 -1 -0%
UIM
78
Unified Investment Management
Georgia
$386K 6,150
ACA
79
Aptus Capital Advisors
Alabama
$378K 6,024 +2,835 +89%
SS
80
Sunbelt Securities
Texas
$371K 6,126 -5,338 -47%
VFG
81
Valley Financial Group
Pennsylvania
$349K 5,554 -34 -0.6%
SIC
82
Samalin Investment Counsel
New York
$345K 5,494 +3 +0.1%
SFPG
83
Stonebridge Financial Planning Group
Florida
$330K 5,250
DWP
84
Destiny Wealth Partners
Florida
$325K 5,169
SFG
85
Sovereign Financial Group
Connecticut
$318K 5,057 +19 +0.4%
JWCA
86
J.W. Cole Advisors
Florida
$317K 5,043 +83 +2%
PAG
87
Private Advisor Group
New Jersey
$315K 5,014 -980 -16%
KWA
88
Kingswood Wealth Advisors
California
$309K 4,928 -18 -0.4%
AWAG
89
ARS Wealth Advisors Group
Florida
$297K 4,727 +17 +0.4%
JIC
90
Johnson Investment Counsel
Ohio
$289K 4,604 -289 -6%
SPIA
91
Steward Partners Investment Advisory
New York
$253K 4,035 -248 -6%
CIC
92
Carnegie Investment Counsel
Ohio
$246K 3,912
AG
93
Ascent Group
Virginia
$231K 3,674 -16 -0.4%
JC
94
JB Capital
Connecticut
$226K 3,594 +71 +2%
EH
95
Equitable Holdings
New York
$225K 3,587 +267 +8%
HPM
96
Hoxton Planning & Management
West Virginia
$224K 3,561
ACP
97
Aviance Capital Partners
Florida
$223K 3,546
RWB
98
RMR Wealth Builders
New Jersey
$222K 3,540 -266 -7%
ANTB
99
AMG National Trust Bank
Colorado
$221K 3,518 +8 +0.2%
IA
100
IFP Advisors
Florida
$220K 3,511 +443 +14%