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Fidelity Low Volatility Factor ETF

162 hedge funds and large institutions have $954M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$389K
SFG
77
Snider Financial Group
Washington
$372K
VFG
78
Valley Financial Group
Pennsylvania
$359K
UBS Group
79
UBS Group
Switzerland
$357K
SIC
80
Samalin Investment Counsel
New York
$356K
RA
81
RFG Advisory
Alabama
$354K
KWA
82
Kingswood Wealth Advisors
California
$348K
SFG
83
Sovereign Financial Group
Connecticut
$330K
AIP
84
Almanack Investment Partners
Pennsylvania
$314K
MML Investors Services
85
MML Investors Services
Massachusetts
$309K
AWAG
86
ARS Wealth Advisors Group
Florida
$308K
EH
87
Equitable Holdings
New York
$305K
AG
88
Ascent Group
Virginia
$302K
WIA
89
World Investment Advisors
California
$296K
JIC
90
Johnson Investment Counsel
Ohio
$292K
CFG
91
Citizens Financial Group
Rhode Island
$290K
FFA
92
Farther Finance Advisors
California
$271K
PAG
93
Private Advisor Group
New Jersey
$268K
IAA
94
Independent Advisor Alliance
North Carolina
$266K
HI
95
Harbour Investments
Wisconsin
$249K
JC
96
JB Capital
Connecticut
$234K
ACP
97
Aviance Capital Partners
Florida
$229K
ANTB
98
AMG National Trust Bank
Colorado
$229K
GWM
99
GDS Wealth Management
Texas
$226K
SA
100
Sovran Advisors
California
$216K