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Fidelity Low Volatility Factor ETF

30 hedge funds and large institutions have $66.5M invested in Fidelity Low Volatility Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
11
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
1
Cornerstone Wealth Group
North Carolina
$12.5M +$12.5M +368,148 New
Lido Advisors
2
Lido Advisors
California
$10.7M +$10.7M +314,166 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$7.25M +$1.8M +52,892 +33%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.58M +$4.9M +144,037 +293%
AIP
5
Ahrens Investment Partners
Louisiana
$4.73M -$199K -5,837 -4%
Lazard Asset Management
6
Lazard Asset Management
New York
$4.28M +$4.28M +125,610 New
LNC
7
Lincoln National Corp
Pennsylvania
$4.18M +$3.85M +112,965 +1,164%
Jane Street
8
Jane Street
New York
$2.62M +$1.54M +45,359 +144%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.93M +$591K +17,372 +44%
WCG
10
Weaver Consulting Group
California
$1.74M +$1.74M +49,188 New
DWM
11
Darwin Wealth Management
Florida
$1.53M +$25.6K +753 +2%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$1.4M +$1.4M +41,062 New
ASN
13
Advisory Services Network
Georgia
$1.29M +$25.1K +738 +2%
KA
14
Kovack Advisors
Florida
$1.09M +$1.09M +31,933 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$879K -$1.84M -54,158 -68%
WWM
16
Willingdon Wealth Management
North Carolina
$814K +$814K +23,905 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$679K +$121K +3,542 +22%
Goldman Sachs
18
Goldman Sachs
New York
$466K -$1.36K -40 -0.3%
CAN
19
Cetera Advisor Networks
California
$406K +$406K +12,025 New
SS
20
Sunbelt Securities
Texas
$322K +$19.9K +585 +7%
Bank of America
21
Bank of America
North Carolina
$320K +$127K +3,742 +66%
AG
22
Advisor Group
Arizona
$283K -$30.6K -895 -10%
SFS
23
Sowell Financial Services
Arkansas
$212K +$212K +6,239 New
RCAG
24
Rehmann Capital Advisory Group
Michigan
$126K +$126K +3,714 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$79K