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Fidelity Low Volatility Factor ETF

139 hedge funds and large institutions have $992M invested in Fidelity Low Volatility Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
53
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
101
UBS Group
Switzerland
$170K +$67K +1,106 +65%
KFI
102
Key Financial Inc
Pennsylvania
$147K
CAM
103
Clarity Asset Management
Iowa
$134K +$485 +8 +0.4%
GRP
104
Global Retirement Partners
California
$130K +$124K +2,046 +2,006%
EWA
105
EP Wealth Advisors
California
$110K +$11.1K +183 +11%
AAP
106
Arax Advisory Partners
Colorado
$109K +$364 +6 +0.3%
Wells Fargo
107
Wells Fargo
California
$105K +$96.6K +1,594 +1,107%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$79.8K -$70.9K -1,170 -47%
KIM
109
Kestra Investment Management
Texas
$75.7K +$75.7K +1,249 New
HI
110
Harbour Investments
Wisconsin
$73.6K +$788 +13 +1%
AIP
111
Ameritas Investment Partners
Nebraska
$59.8K +$242 +4 +0.4%
TC
112
Truvestments Capital
Florida
$48.5K
William Blair & Company
113
William Blair & Company
Illinois
$30.8K
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$25.6K +$2.42K +40 +10%
Comerica Bank
115
Comerica Bank
Texas
$23.9K
FFA
116
Farther Finance Advisors
California
$22.1K
SIS
117
Sound Income Strategies
Florida
$20.4K +$16.7K +276 +452%
US Bancorp
118
US Bancorp
Minnesota
$15.6K +$7.46K +123 +92%
MCM
119
MAI Capital Management
Ohio
$14.4K +$14.4K +238 New
PS
120
Principal Securities
Iowa
$12.6K
EB
121
Eastern Bank
Massachusetts
$12.5K +$12.5K +207 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$12K
GI
123
GAMMA Investing
California
$11.6K
RF
124
Roxbury Financial
New Jersey
$10.8K +$10.8K +171 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$8.3K +$8.3K +137 New