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Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
0%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
59
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
101
Darwin Wealth Management
Florida
$191K
IA
102
IFP Advisors
Florida
$186K
PWM
103
Provident Wealth Management
Tennessee
$175K
KFI
104
Key Financial Inc
Pennsylvania
$147K
CAM
105
Clarity Asset Management
Iowa
$135K +$546 +9 +0.4%
AAP
106
Arax Advisory Partners
Colorado
$110K +$424 +7 +0.4%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$77.6K -$2.24K -37 -3%
HI
108
Harbour Investments
Wisconsin
$73.7K
Wells Fargo
109
Wells Fargo
California
$69.2K -$36.1K -596 -34%
PWAM
110
Private Wealth Asset Management
Iowa
$63.7K +$63.7K +1,050 New
AIP
111
Ameritas Investment Partners
Nebraska
$60K +$242 +4 +0.4%
TC
112
Truvestments Capital
Florida
$48.5K
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$26.9K +$1.33K +22 +5%
Comerica Bank
114
Comerica Bank
Texas
$23.9K
RF
115
Roxbury Financial
New Jersey
$22.3K +$11.6K +186 +109%
FFA
116
Farther Finance Advisors
California
$22.1K
WSFS
117
Wilmington Savings Fund Society
Delaware
$21.8K +$21.8K +360 New
SIS
118
Sound Income Strategies
Florida
$20.4K
SSB
119
Sandy Spring Bank
Maryland
$17.6K +$17.6K +291 New
EWA
120
EverSource Wealth Advisors
Alabama
$16.9K +$16.9K +278 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$13K +$619 +10 +5%
PS
122
Principal Securities
Iowa
$12.6K
AF
123
Allworth Financial
California
$12.1K +$9.32K +159 +338%
GI
124
GAMMA Investing
California
$11.6K
MCM
125
MAI Capital Management
Ohio
$11.2K -$3.21K -53 -22%