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Fidelity Low Volatility Factor ETF

65 hedge funds and large institutions have $190M invested in Fidelity Low Volatility Factor ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
28
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$28.2M +$759K +17,303 +3%
RIG
2
Roosevelt Investment Group
New York
$14.4M +$703K +16,025 +5%
AWC
3
Abundance Wealth Counselors
Pennsylvania
$14.2M -$536K -12,217 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$13.1M +$157K +3,575 +1%
KAS
5
Kestra Advisory Services
Texas
$12.8M +$4.39K +100 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.1M +$501K +11,422 +4%
Bank of America
7
Bank of America
North Carolina
$11.1M -$1.75M -39,786 -14%
Citigroup
8
Citigroup
New York
$10.4M +$459K +10,460 +5%
Lido Advisors
9
Lido Advisors
California
$9.7M -$87.7K -1,999 -0.9%
LNC
10
Lincoln National Corp
Pennsylvania
$6.18M +$84.4K +1,924 +1%
CAL
11
Capital Analysts LLC
Pennsylvania
$5.37M -$1.01M -22,981 -16%
LPL Financial
12
LPL Financial
California
$5.1M +$35.7K +813 +0.7%
AIC
13
Ameritas Investment Company
Nebraska
$4.23M +$549K +12,512 +15%
AIP
14
Ahrens Investment Partners
Louisiana
$3.77M +$219 +5 +0%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$3.18M +$106K +2,406 +3%
EWA
16
Exencial Wealth Advisors
Oklahoma
$3.12M +$553K +12,607 +22%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.96M -$2.71M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.46M +$602K +13,730 +32%
WCG
19
Weaver Consulting Group
California
$2.35M -$36.4K -829 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2M -$343K -7,813 -15%
DADC
21
D.A. Davidson & Co
Montana
$1.74M +$211K +4,808 +14%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$1.63M
AI
23
Atria Investments
North Carolina
$1.61M +$1.61M +36,664 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.54M +$168K +3,831 +12%
IAIM
25
International Assets Investment Management
Florida
$1.5M +$561K +13,011 +60%