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Fidelity Low Volatility Factor ETF

150 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, 61 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
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
CAL
126
Capital Advisors Ltd
Ohio
$16K
RFP
127
Root Financial Partners
California
$13.3K
CWP
128
Concord Wealth Partners
Virginia
$12.7K
GI
129
GAMMA Investing
California
$12.6K
AssetMark Inc
130
AssetMark Inc
California
$9.42K
PS
131
Principal Securities
Iowa
$8.56K
US Bancorp
132
US Bancorp
Minnesota
$7.95K
TSMHT
133
Thurston Springer Miller Herd & Titak
Indiana
$7.11K
AF
134
Advisornet Financial
Minnesota
$6.98K
SWM
135
Spire Wealth Management
Virginia
$6.65K
HI
136
Harbour Investments
Wisconsin
$5.47K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$4.26K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$2.9K
BIA
139
Bell Investment Advisors
California
$2.57K
PWA
140
Physician Wealth Advisors
Utah
$2.2K
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$1.97K
Russell Investments Group
142
Russell Investments Group
United Kingdom
$1.71K
JWM
143
JPL Wealth Management
Colorado
$1.54K
BlackRock
144
BlackRock
New York
$1.35K
OC
145
Oakworth Capital
Alabama
$1.05K
SIS
146
Sound Income Strategies
Florida
$921
LC
147
Luminist Capital
Michigan
$857
TCM
148
Triumph Capital Management
Colorado
$527
DWM
149
Dogwood Wealth Management
Kansas
$395
LCM
150
Logan Capital Management
Pennsylvania
$198