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Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
0%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
59
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
126
Transce3nd
Texas
$8.06K +$8.06K +133 New
US Bancorp
127
US Bancorp
Minnesota
$7.81K -$7.75K -128 -50%
AF
128
Advisornet Financial
Minnesota
$6.43K +$6.43K +106 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$3.92K
SFA
130
Semmax Financial Advisors
North Carolina
$3.26K +$3.26K +55 New
AssetMark Inc
131
AssetMark Inc
California
$2.91K +$2.91K +48 New
PWA
132
Physician Wealth Advisors
Utah
$2.01K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1.52K -$4.91K -81 -76%
SWM
134
Spire Wealth Management
Virginia
$970
CAWM
135
Capital A Wealth Management
Pennsylvania
$849
LC
136
Luminist Capital
Michigan
$789
ADL
137
Asset Dedication LLC
California
$667
GWS
138
Glassman Wealth Services
Virginia
$667
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$327 +$327 +6 New
LCM
140
Logan Capital Management
Pennsylvania
$182
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
-$2.45M -40,368 Closed
RFC
142
Regions Financial Corp
Alabama
-$298K -4,920 Closed
BCI
143
Brinker Capital Investments
Pennsylvania
-$244K -4,032 Closed
OPS
144
Orion Portfolio Solutions
Nebraska
-$244K -4,032 Closed
IAA
145
Independent Advisor Alliance
North Carolina
-$240K -3,968 Closed
AWM
146
Apollon Wealth Management
South Carolina
-$201K -3,315 Closed
EWA
147
EP Wealth Advisors
California
-$110K -1,822 Closed
KIM
148
Kestra Investment Management
Texas
-$75.7K -1,249 Closed
William Blair & Company
149
William Blair & Company
Illinois
-$30.8K -508 Closed
EB
150
Eastern Bank
Massachusetts
-$12.5K -207 Closed