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Fidelity Low Volatility Factor ETF

157 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, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
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 +$3.66M
2 +$2.43M
3 +$2.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
5
KAS
Kestra Advisory Services
Texas
+$1.48M

Top Sellers

1 -$150M
2 -$7.87M
3 -$6.96M
4
Two Sigma Investments
Two Sigma Investments
New York
-$5.68M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$400K
CAM
77
Cresset Asset Management
Illinois
$396K
UIM
78
Unified Investment Management
Georgia
$386K
ACA
79
Aptus Capital Advisors
Alabama
$378K
SS
80
Sunbelt Securities
Texas
$371K
VFG
81
Valley Financial Group
Pennsylvania
$349K
SIC
82
Samalin Investment Counsel
New York
$345K
SFPG
83
Stonebridge Financial Planning Group
Florida
$330K
DWP
84
Destiny Wealth Partners
Florida
$325K
SFG
85
Sovereign Financial Group
Connecticut
$318K
JWCA
86
J.W. Cole Advisors
Florida
$317K
PAG
87
Private Advisor Group
New Jersey
$315K
KWA
88
Kingswood Wealth Advisors
California
$309K
AWAG
89
ARS Wealth Advisors Group
Florida
$297K
JIC
90
Johnson Investment Counsel
Ohio
$289K
SPIA
91
Steward Partners Investment Advisory
New York
$253K
CIC
92
Carnegie Investment Counsel
Ohio
$246K
AG
93
Ascent Group
Virginia
$231K
JC
94
JB Capital
Connecticut
$226K
EH
95
Equitable Holdings
New York
$225K
HPM
96
Hoxton Planning & Management
West Virginia
$224K
ACP
97
Aviance Capital Partners
Florida
$223K
RWB
98
RMR Wealth Builders
New Jersey
$222K
ANTB
99
AMG National Trust Bank
Colorado
$221K
IA
100
IFP Advisors
Florida
$220K