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Fidelity Low Volatility Factor ETF

56 hedge funds and large institutions have $134M invested in Fidelity Low Volatility Factor ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
11
Increased
22
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$22.4M -$2.76M -75,338 -11%
RIG
2
Roosevelt Investment Group
New York
$18.2M +$14.6M +399,458 +404%
AWC
3
Abundance Wealth Counselors
Pennsylvania
$17.9M -$16M -438,278 -47%
Lido Advisors
4
Lido Advisors
California
$8.6M -$825K -22,557 -9%
Bank of America
5
Bank of America
North Carolina
$8.18M +$189K +5,173 +2%
LNC
6
Lincoln National Corp
Pennsylvania
$6.84M -$2.45M -66,988 -26%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.02M -$2.78M -75,848 -32%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.61M +$1.13M +30,899 +25%
AIP
9
Ahrens Investment Partners
Louisiana
$3.84M -$547K -14,948 -12%
LPL Financial
10
LPL Financial
California
$2.88M +$2.15M +58,710 +294%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$2.59M +$83.8K +2,290 +3%
EWA
12
Exencial Wealth Advisors
Oklahoma
$2.24M +$2.24M +61,116 New
AIC
13
Ameritas Investment Company
Nebraska
$2.21M +$685K +18,720 +45%
WCG
14
Weaver Consulting Group
California
$2.1M +$257K +7,026 +14%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.98M -$1.98M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.92M +$650K +17,771 +51%
SFS
17
Sowell Financial Services
Arkansas
$1.52M -$1.26M -34,485 -45%
DWM
18
Darwin Wealth Management
Florida
$1.38M -$188K -5,140 -12%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$1.33M +$130K +3,558 +11%
AWM
20
AE Wealth Management
Kansas
$1.3M +$342K +9,357 +36%
SS
21
Simplicity Solutions
Minnesota
$1.14M +$235K +6,429 +26%
ATC
22
Argent Trust Co
Tennessee
$1.1M +$569K +15,569 +108%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$89.6K +2,449 +9%
DADC
24
D.A. Davidson & Co
Montana
$1.05M +$45.9K +1,253 +5%
RJA
25
Raymond James & Associates
Florida
$1.01M -$4.72K -129 -0.5%