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Fidelity Low Volatility Factor ETF

161 hedge funds and large institutions have $1.1B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
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 Buyers

1 +$52.5M
2 +$11.6M
3 +$7.19M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.74M
5
Morgan Stanley
Morgan Stanley
New York
+$3.3M

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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$3.06K
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$2.8K
BIA
153
Bell Investment Advisors
California
$2.6K
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.34K
PWA
155
Physician Wealth Advisors
Utah
$2.24K
William Blair & Company
156
William Blair & Company
Illinois
$1.21K
SIS
157
Sound Income Strategies
Florida
$949
SAM
158
Smartleaf Asset Management
Massachusetts
$538
TCM
159
Triumph Capital Management
Colorado
$534
EB
160
Eastern Bank
Massachusetts
$467
NA
161
Networth Advisors
Pennsylvania
$134
HFA
162
Hershey Financial Advisers
Pennsylvania
RCG
163
Regatta Capital Group
California
GS
164
GTS Securities
New York
CIC
165
Carnegie Investment Counsel
Ohio
HPM
166
Hoxton Planning & Management
West Virginia
RWB
167
RMR Wealth Builders
New Jersey
BTI
168
Blue Trust Inc
Georgia
RFP
169
Root Financial Partners
California
PS
170
Principal Securities
Iowa
JWM
171
JPL Wealth Management
Colorado
BlackRock
172
BlackRock
New York
OC
173
Oakworth Capital
Alabama
LC
174
Luminist Capital
Michigan
DWM
175
Dogwood Wealth Management
Kansas