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Fidelity Low Volatility Factor ETF

152 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 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
CFG
101
Citizens Financial Group
Rhode Island
$228K
ACA
102
Aptus Capital Advisors
Alabama
$217K
RWB
103
RMR Wealth Builders
New Jersey
$212K
IA
104
IFP Advisors
Florida
$211K
SA
105
Sovran Advisors
California
$206K
DWM
106
Darwin Wealth Management
Florida
$203K
PWM
107
Provident Wealth Management
Tennessee
$190K
UBS Group
108
UBS Group
Switzerland
$189K
RF
109
Roxbury Financial
New Jersey
$162K
KFI
110
Key Financial Inc
Pennsylvania
$160K
Wells Fargo
111
Wells Fargo
California
$153K
CAM
112
Clarity Asset Management
Iowa
$147K
GRP
113
Global Retirement Partners
California
$143K
SS
114
Sunbelt Securities
Texas
$135K
PWAM
115
Private Wealth Asset Management
Iowa
$69.2K
AIP
116
Ameritas Investment Partners
Nebraska
$65.7K
MIM
117
MTM Investment Management
South Carolina
$60.5K
TC
118
Truvestments Capital
Florida
$52.7K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$52K
PA
120
Parallel Advisors
California
$45.3K
AWM
121
Abound Wealth Management
Tennessee
$34.8K
MCM
122
MAI Capital Management
Ohio
$27.6K
AF
123
Allworth Financial
California
$27.4K
Comerica Bank
124
Comerica Bank
Texas
$26K
WSFS
125
Wilmington Savings Fund Society
Delaware
$23.7K