We are live on ! Find out more
FDLO icon

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
B
151
Bayban
Minnesota
$1.94K
SIS
152
Sound Income Strategies
Florida
$1.71K +$806 +12 +86%
JWM
153
JPL Wealth Management
Colorado
$1.51K +$1.54K +23 New
MWM
154
Mosley Wealth Management
California
$1.45K +$1.48K +22 New
William Blair & Company
155
William Blair & Company
Illinois
$1.17K
RIAS
156
Rachor Investment Advisory Services
Michigan
$844 +$873 +13 New
TCM
157
Triumph Capital Management
Colorado
$517
SAM
158
Smartleaf Asset Management
Massachusetts
$508
NA
159
Networth Advisors
Pennsylvania
$129
HHGA
160
Halbert Hargrove Global Advisors
California
$66 +$67 +1 New
BTI
161
Blue Trust Inc
Georgia
$60 +$67 +1 New
HCM
162
Howard Capital Management
Georgia
-$15.6M -233,344 Closed
FIA
163
Foundations Investment Advisors
Arizona
-$5.85M -87,683 Closed
SOS
164
Silver Oak Securities
Tennessee
-$1.75M -26,009 Closed
OFG
165
OmniStar Financial Group
North Carolina
-$1.64M -24,540 Closed
Two Sigma Investments
166
Two Sigma Investments
New York
-$1.64M -24,500 Closed
JWCA
167
J.W. Cole Advisors
Florida
-$1.25M -18,747 Closed
Citadel Advisors
168
Citadel Advisors
Florida
-$1.07M -16,091 Closed
Citigroup
169
Citigroup
New York
-$604K -9,055 Closed
KIM
170
Kestra Investment Management
Texas
-$242K -3,624 Closed
AWM
171
Axxcess Wealth Management
California
-$206K -3,082 Closed
MPW
172
MASECO Private Wealth
-$25.2K -376 Closed
HR
173
Howe & Rusling
New York
-$16.4K -245 Closed
MA
174
Montag & Associates
Georgia
-$13.3K -200 Closed
CWP
175
Concord Wealth Partners
Virginia
-$12.9K -193 Closed