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Fidelity Low Volatility Factor ETF

162 hedge funds and large institutions have $947M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
AW
126
Ankerstar Wealth
Texas
$30.7K
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$30.3K
TPWA
128
Twin Peaks Wealth Advisors
California
$25.4K
VAI
129
Vanguard Advisers Inc
Pennsylvania
$25.3K
WSFS
130
Wilmington Savings Fund Society
Delaware
$23.3K
WWM
131
Western Wealth Management
Colorado
$22.9K
EWA
132
EverSource Wealth Advisors
Alabama
$21.2K
AUB
133
Atlantic Union Bankshares
Virginia
$18.8K
CFD
134
Creative Financial Designs
Indiana
$18.3K
GI
135
GAMMA Investing
California
$17.3K
CAL
136
Capital Advisors Ltd
Ohio
$16K
Russell Investments Group
137
Russell Investments Group
United Kingdom
$15K
AssetMark Inc
138
AssetMark Inc
California
$11.4K
SWM
139
SHP Wealth Management
Massachusetts
$11.1K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$9.69K
Jones Financial Companies
141
Jones Financial Companies
Missouri
$9.46K
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$6.97K
AF
143
Advisornet Financial
Minnesota
$6.85K
RFP
144
Root Financial Partners
California
$6.59K
SWM
145
Spire Wealth Management
Virginia
$6.54K
NL
146
NVWM LLC
Pennsylvania
$6.14K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$4.69K
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$2.71K
BIA
149
Bell Investment Advisors
California
$2.52K
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.26K