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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $864M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
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

Top Buyers

1 +$3.66M
2 +$2.43M
3 +$2.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
5
KAS
Kestra Advisory Services
Texas
+$1.48M

Top Sellers

1 -$150M
2 -$7.87M
3 -$6.96M
4
Two Sigma Investments
Two Sigma Investments
New York
-$5.68M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
126
Twin Peaks Wealth Advisors
California
$24.7K
MPW
127
MASECO Private Wealth
$23.5K
WSFS
128
Wilmington Savings Fund Society
Delaware
$22.6K
AUB
129
Atlantic Union Bankshares
Virginia
$18.3K
EWA
130
EverSource Wealth Advisors
Alabama
$17.5K
MCM
131
MAI Capital Management
Ohio
$16.6K
CWP
132
Concord Wealth Partners
Virginia
$12.1K
GI
133
GAMMA Investing
California
$12.1K
AssetMark Inc
134
AssetMark Inc
California
$8.98K
T
135
Transce3nd
Texas
$8.35K
PS
136
Principal Securities
Iowa
$8.16K
US Bancorp
137
US Bancorp
Minnesota
$7.56K
AF
138
Advisornet Financial
Minnesota
$6.66K
HI
139
Harbour Investments
Wisconsin
$6.03K
Jones Financial Companies
140
Jones Financial Companies
Missouri
$4.67K
AF
141
Allworth Financial
California
$4.65K
BCMLT
142
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.4K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$4.06K
SFA
144
Semmax Financial Advisors
North Carolina
$3.49K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$2.76K
PWA
146
Physician Wealth Advisors
Utah
$2.09K
Russell Investments Group
147
Russell Investments Group
United Kingdom
$1.63K
SWM
148
Spire Wealth Management
Virginia
$1K
CAL
149
Capital Advisors Ltd
Ohio
$1K
SIS
150
Sound Income Strategies
Florida
$879