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Fidelity Low Volatility Factor ETF

161 hedge funds and large institutions have $954M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 166161 (-5)

5.83% less ownership

Funds ownership: 75.51%69.68% (-5.8%)

15% less capital invested

Capital invested by funds: $1.12B → $954M (-$165M)

Holders
161
Holders Change
-5
Holders Change %
-3.01%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
61
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$213K +$537 +8 +0.2%
IA
102
IFP Advisors
Florida
$213K +$1.95K +29 +0.9%
RWB
103
RMR Wealth Builders
New Jersey
$208K +$216K +3,224 New
IA
104
Integrity Alliance
Iowa
$208K +$216K +3,219 New
Truist Financial
105
Truist Financial
North Carolina
$201K -$7.45K -111 -3%
DWM
106
Darwin Wealth Management
Florida
$200K +$873 +13 +0.4%
LFG
107
Larson Financial Group
Missouri
$199K +$873 +13 +0.4%
PWM
108
Provident Wealth Management
Tennessee
$186K
AAP
109
Arax Advisory Partners
Colorado
$161K -$2.42K -36 -1%
KFI
110
Key Financial Inc
Pennsylvania
$157K
CAM
111
Clarity Asset Management
Iowa
$146K +$671 +10 +0.4%
AF
112
Allworth Financial
California
$133K +$102K +1,516 +281%
SS
113
Sunbelt Securities
Texas
$131K -$1.34K -20 -1%
DWP
114
Destiny Wealth Partners
Florida
$123K -$219K -3,265 -63%
BlackRock
115
BlackRock
New York
$101K +$105K +1,561 New
Wells Fargo
116
Wells Fargo
California
$77.6K -$65.2K -971 -45%
PWAM
117
Private Wealth Asset Management
Iowa
$67.8K
AIP
118
Ameritas Investment Partners
Nebraska
$64.9K -$96.4K -1,436 -59%
MIM
119
MTM Investment Management
South Carolina
$59.4K
TC
120
Truvestments Capital
Florida
$51.7K
PA
121
Parallel Advisors
California
$44.4K
UBS AM
122
UBS AM
Illinois
$44.2K +$35.6K +530 +344%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$42.5K +$26.5K +394 +149%
MCM
124
MAI Capital Management
Ohio
$39.6K
AWM
125
Abound Wealth Management
Tennessee
$34.2K