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Fidelity Low Volatility Factor ETF

103 hedge funds and large institutions have $698M invested in Fidelity Low Volatility Factor ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$237K -$113 -2 -0%
DWM
77
Darwin Wealth Management
Florida
$236K +$449 +8 +0.2%
SPIA
78
Steward Partners Investment Advisory
New York
$229K +$3.26K +58 +1%
GWM
79
GDS Wealth Management
Texas
$222K
HNB
80
Huntington National Bank
Ohio
$221K -$218K
RWB
81
RMR Wealth Builders
New Jersey
$217K -$104K -1,847 -32%
SXL
82
Summit X LLC
Missouri
$215K -$1.97M -35,080 -90%
BCI
83
Brinker Capital Investments
Pennsylvania
$214K +$214K +3,815 New
OPS
84
Orion Portfolio Solutions
Nebraska
$214K +$214K +3,815 New
KPWS
85
Kestra Private Wealth Services
Texas
$213K -$124K -2,198 -37%
IA
86
IFP Advisors
Florida
$172K -$2.14K -38 -1%
CAM
87
Clarity Asset Management
Iowa
$123K +$506 +9 +0.4%
ACA
88
Aptus Capital Advisors
Alabama
$117K +$117K +2,083 New
AAP
89
Arax Advisory Partners
Colorado
$100K +$449 +8 +0.5%
HI
90
Harbour Investments
Wisconsin
$67.6K
VAMG
91
Voisard Asset Management Group
Michigan
$28.1K
CFGS
92
Concourse Financial Group Securities
Alabama
$28.1K
VF
93
VitalStone Financial
Texas
$26K -$3.58K -63 -12%
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$21.5K
SWM
95
Spire Wealth Management
Virginia
$19.6K
CFFP
96
Center for Financial Planning
Michigan
$13K +$13K +231 New
TC
97
Truvestments Capital
Florida
$12.3K +$12.3K +219 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$11K
GRP
99
Global Retirement Partners
California
$5.73K +$5.73K +102 New
Franklin Resources
100
Franklin Resources
California
$5.67K