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Fidelity Low Volatility Factor ETF

165 hedge funds and large institutions have $1.11B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$10.7M
2 -$5.58M
3 -$3.54M
4
NA
NewEdge Advisors
Louisiana
-$3.28M
5
Goldman Sachs
Goldman Sachs
New York
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$5.54K
CFD
152
Creative Financial Designs
Indiana
$5.22K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$4.32K
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$3.06K
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$2.8K
BIA
156
Bell Investment Advisors
California
$2.6K
JFGIW
157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.34K
PWA
158
Physician Wealth Advisors
Utah
$2.24K
B
159
Bayban
Minnesota
$2K
William Blair & Company
160
William Blair & Company
Illinois
$1.21K
SIS
161
Sound Income Strategies
Florida
$949
SAM
162
Smartleaf Asset Management
Massachusetts
$538
TCM
163
Triumph Capital Management
Colorado
$534
EB
164
Eastern Bank
Massachusetts
$467
NA
165
Networth Advisors
Pennsylvania
$134
HFA
166
Hershey Financial Advisers
Pennsylvania
RCG
167
Regatta Capital Group
California
GS
168
GTS Securities
New York
CIC
169
Carnegie Investment Counsel
Ohio
HPM
170
Hoxton Planning & Management
West Virginia
RWB
171
RMR Wealth Builders
New Jersey
BTI
172
Blue Trust Inc
Georgia
RFP
173
Root Financial Partners
California
PS
174
Principal Securities
Iowa
JWM
175
JPL Wealth Management
Colorado