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Fidelity Low Volatility Factor ETF

150 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$217K
RWB
102
RMR Wealth Builders
New Jersey
$212K
SA
103
Sovran Advisors
California
$206K
DWM
104
Darwin Wealth Management
Florida
$203K
PWM
105
Provident Wealth Management
Tennessee
$190K
UBS Group
106
UBS Group
Switzerland
$189K
RF
107
Roxbury Financial
New Jersey
$162K
KFI
108
Key Financial Inc
Pennsylvania
$160K
Wells Fargo
109
Wells Fargo
California
$153K
CAM
110
Clarity Asset Management
Iowa
$147K
GRP
111
Global Retirement Partners
California
$143K
SS
112
Sunbelt Securities
Texas
$135K
PWAM
113
Private Wealth Asset Management
Iowa
$69.2K
AIP
114
Ameritas Investment Partners
Nebraska
$65.7K
MIM
115
MTM Investment Management
South Carolina
$60.5K
TC
116
Truvestments Capital
Florida
$52.7K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$52K
PA
118
Parallel Advisors
California
$45.3K
AWM
119
Abound Wealth Management
Tennessee
$34.8K
MCM
120
MAI Capital Management
Ohio
$27.6K
Comerica Bank
121
Comerica Bank
Texas
$26K
WSFS
122
Wilmington Savings Fund Society
Delaware
$23.7K
AUB
123
Atlantic Union Bankshares
Virginia
$19.2K
BTI
124
Blue Trust Inc
Georgia
$18.7K
EWA
125
EverSource Wealth Advisors
Alabama
$18.3K