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Fidelity Low Volatility Factor ETF

161 hedge funds and large institutions have $954M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 47

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 166161 (-5)

5.83% less ownership

Funds ownership: 75.51%69.68% (-5.8%)

15% less capital invested

Capital invested by funds: $1.12B → $954M (-$165M)

Holders
161
Holders Change
-5
Holders Change %
-3.01%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
61
Reduced
47
Closed
17
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 +$26.4K +393 New
VAI
129
Vanguard Advisers Inc
Pennsylvania
$25.3K +$26.3K +391 New
WSFS
130
Wilmington Savings Fund Society
Delaware
$23.3K
EWA
131
EverSource Wealth Advisors
Alabama
$21.2K +$3.42K +51 +18%
AUB
132
Atlantic Union Bankshares
Virginia
$18.8K
CFD
133
Creative Financial Designs
Indiana
$18.3K +$13.8K +205 +263%
GI
134
GAMMA Investing
California
$17.3K +$5.1K +76 +40%
CAL
135
Capital Advisors Ltd
Ohio
$16K
Russell Investments Group
136
Russell Investments Group
United Kingdom
$15K +$4.3K +64 +38%
AssetMark Inc
137
AssetMark Inc
California
$11.4K -$269 -4 -2%
SWM
138
SHP Wealth Management
Massachusetts
$11.1K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$9.69K +$134 +2 +1%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$9.46K +$10K +149 New
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$6.97K
AF
142
Advisornet Financial
Minnesota
$6.85K
RFP
143
Root Financial Partners
California
$6.59K +$6.85K +102 New
SWM
144
Spire Wealth Management
Virginia
$6.54K
NL
145
NVWM LLC
Pennsylvania
$6.14K -$1.31M -19,447 -100%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$4.69K +$537 +8 +12%
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$2.71K
BIA
148
Bell Investment Advisors
California
$2.52K
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.26K
PWA
150
Physician Wealth Advisors
Utah
$2.17K