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Fidelity Low Volatility Factor ETF

139 hedge funds and large institutions have $992M invested in Fidelity Low Volatility Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
53
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$309K -$207K -3,409 -40%
SFG
77
Sovereign Financial Group
Connecticut
$304K +$1.09K +18 +0.4%
KWA
78
Kingswood Wealth Advisors
California
$303K -$54K -891 -15%
RFC
79
Regions Financial Corp
Alabama
$298K +$298K +4,920 New
AWAG
80
ARS Wealth Advisors Group
Florida
$289K -$9.03K -149 -3%
ACM
81
Absolute Capital Management
Pennsylvania
$282K +$27.4K +452 +11%
OFG
82
OmniStar Financial Group
North Carolina
$245K +$47.1K +776 +24%
BCI
83
Brinker Capital Investments
Pennsylvania
$244K +$244K +4,032 New
OPS
84
Orion Portfolio Solutions
Nebraska
$244K +$244K +4,032 New
IAA
85
Independent Advisor Alliance
North Carolina
$240K +$240K +3,968 New
HNB
86
Huntington National Bank
Ohio
$238K -$241K
CIC
87
Carnegie Investment Counsel
Ohio
$237K
RWB
88
RMR Wealth Builders
New Jersey
$230K +$424 +7 +0.2%
Cerity Partners
89
Cerity Partners
New York
$229K -$37.2K -614 -14%
SPIA
90
Steward Partners Investment Advisory
New York
$223K
ACP
91
Aviance Capital Partners
Florida
$215K
ANTB
92
AMG National Trust Bank
Colorado
$212K +$485 +8 +0.2%
JC
93
JB Capital
Connecticut
$211K +$485 +8 +0.2%
Creative Planning
94
Creative Planning
Kansas
$206K +$206K +3,405 New
AWM
95
Apollon Wealth Management
South Carolina
$201K -$545 -9 -0.3%
ACA
96
Aptus Capital Advisors
Alabama
$193K +$485 +8 +0.3%
DWM
97
Darwin Wealth Management
Florida
$191K +$364 +6 +0.2%
IA
98
IFP Advisors
Florida
$186K
CFB
99
Cullen/Frost Bankers
Texas
$183K +$47.9K +790 +35%
PWM
100
Provident Wealth Management
Tennessee
$175K +$175K +2,886 New