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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 15 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
ACA
101
Aptus Capital Advisors
Alabama
$217K
RWB
102
RMR Wealth Builders
New Jersey
$212K
IA
103
IFP Advisors
Florida
$211K
SA
104
Sovran Advisors
California
$206K
DWM
105
Darwin Wealth Management
Florida
$203K
PWM
106
Provident Wealth Management
Tennessee
$190K
UBS Group
107
UBS Group
Switzerland
$189K
RF
108
Roxbury Financial
New Jersey
$162K
KFI
109
Key Financial Inc
Pennsylvania
$160K
Wells Fargo
110
Wells Fargo
California
$153K
CAM
111
Clarity Asset Management
Iowa
$147K
GRP
112
Global Retirement Partners
California
$143K
SS
113
Sunbelt Securities
Texas
$135K
PWAM
114
Private Wealth Asset Management
Iowa
$69.2K
AIP
115
Ameritas Investment Partners
Nebraska
$65.7K
MIM
116
MTM Investment Management
South Carolina
$60.5K
TC
117
Truvestments Capital
Florida
$52.7K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$52K
PA
119
Parallel Advisors
California
$45.3K
AWM
120
Abound Wealth Management
Tennessee
$34.8K
MCM
121
MAI Capital Management
Ohio
$27.6K
AF
122
Allworth Financial
California
$27.4K
Comerica Bank
123
Comerica Bank
Texas
$26K
WSFS
124
Wilmington Savings Fund Society
Delaware
$23.7K
AUB
125
Atlantic Union Bankshares
Virginia
$19.2K