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Fidelity Low Volatility Factor ETF

165 hedge funds and large institutions have $1.11B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
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

Top Sellers

1 -$10.7M
2 -$5.58M
3 -$3.54M
4
NA
NewEdge Advisors
Louisiana
-$3.28M
5
Goldman Sachs
Goldman Sachs
New York
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$36K
AWM
127
Abound Wealth Management
Tennessee
$35.3K
AW
128
Ankerstar Wealth
Texas
$31.7K
LWMI
129
Legacy Wealth Management (Idaho)
Idaho
$31.3K
Comerica Bank
130
Comerica Bank
Texas
$26.3K
MPW
131
MASECO Private Wealth
$25.2K
WSFS
132
Wilmington Savings Fund Society
Delaware
$24K
AUB
133
Atlantic Union Bankshares
Virginia
$19.4K
EWA
134
EverSource Wealth Advisors
Alabama
$18.6K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$17.6K
HR
136
Howe & Rusling
New York
$16.4K
CAL
137
Capital Advisors Ltd
Ohio
$16K
MA
138
Montag & Associates
Georgia
$13.3K
CWP
139
Concord Wealth Partners
Virginia
$12.9K
GI
140
GAMMA Investing
California
$12.8K
AssetMark Inc
141
AssetMark Inc
California
$12.1K
SWM
142
SHP Wealth Management
Massachusetts
$11.5K
Russell Investments Group
143
Russell Investments Group
United Kingdom
$11.3K
UBS AM
144
UBS AM
Illinois
$10.3K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$9.9K
US Bancorp
146
US Bancorp
Minnesota
$9.02K
TSMHT
147
Thurston Springer Miller Herd & Titak
Indiana
$7.21K
AF
148
Advisornet Financial
Minnesota
$7.08K
SWM
149
Spire Wealth Management
Virginia
$6.74K
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$6.67K