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Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
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

Top Buyers

1 +$4.13M
2 +$3.41M
3 +$2.95M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.19M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$382K
UIM
77
Unified Investment Management
Georgia
$373K
PAG
78
Private Advisor Group
New Jersey
$363K
Mariner
79
Mariner
Kansas
$344K
VFG
80
Valley Financial Group
Pennsylvania
$339K
SIC
81
Samalin Investment Counsel
New York
$333K
SFPG
82
Stonebridge Financial Planning Group
Florida
$318K
DWP
83
Destiny Wealth Partners
Florida
$313K
SFG
84
Sovereign Financial Group
Connecticut
$305K
JWCA
85
J.W. Cole Advisors
Florida
$301K
KWA
86
Kingswood Wealth Advisors
California
$300K
JIC
87
Johnson Investment Counsel
Ohio
$297K
AWAG
88
ARS Wealth Advisors Group
Florida
$286K
ACM
89
Absolute Capital Management
Pennsylvania
$283K
SPIA
90
Steward Partners Investment Advisory
New York
$260K
Cerity Partners
91
Cerity Partners
New York
$251K
RWB
92
RMR Wealth Builders
New Jersey
$231K
AG
93
Ascent Group
Virginia
$224K
CIC
94
Carnegie Investment Counsel
Ohio
$216K
HPM
95
Hoxton Planning & Management
West Virginia
$216K
ACP
96
Aviance Capital Partners
Florida
$215K
JC
97
JB Capital
Connecticut
$214K
ANTB
98
AMG National Trust Bank
Colorado
$213K
EH
99
Equitable Holdings
New York
$201K
ACA
100
Aptus Capital Advisors
Alabama
$193K