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Fidelity Low Volatility Factor ETF

152 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 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
AUB
126
Atlantic Union Bankshares
Virginia
$19.2K
BTI
127
Blue Trust Inc
Georgia
$18.7K
EWA
128
EverSource Wealth Advisors
Alabama
$18.3K
CAL
129
Capital Advisors Ltd
Ohio
$16K
RFP
130
Root Financial Partners
California
$13.3K
CWP
131
Concord Wealth Partners
Virginia
$12.7K
GI
132
GAMMA Investing
California
$12.6K
AssetMark Inc
133
AssetMark Inc
California
$9.42K
PS
134
Principal Securities
Iowa
$8.56K
US Bancorp
135
US Bancorp
Minnesota
$7.95K
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$7.11K
AF
137
Advisornet Financial
Minnesota
$6.98K
SWM
138
Spire Wealth Management
Virginia
$6.65K
HI
139
Harbour Investments
Wisconsin
$5.47K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$4.26K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2.9K
BIA
142
Bell Investment Advisors
California
$2.57K
PWA
143
Physician Wealth Advisors
Utah
$2.2K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$1.97K
Russell Investments Group
145
Russell Investments Group
United Kingdom
$1.71K
JWM
146
JPL Wealth Management
Colorado
$1.54K
BlackRock
147
BlackRock
New York
$1.35K
OC
148
Oakworth Capital
Alabama
$1.05K
SIS
149
Sound Income Strategies
Florida
$921
LC
150
Luminist Capital
Michigan
$857