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Fidelity Low Volatility Factor ETF

67 hedge funds and large institutions have $238M invested in Fidelity Low Volatility Factor ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
23
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$30.2M -$97.3K -2,063 -0.3%
Bank of America
2
Bank of America
North Carolina
$27.4M +$15.5M +328,870 +130%
Citigroup
3
Citigroup
New York
$23M +$11.9M +251,836 +107%
RIG
4
Roosevelt Investment Group
New York
$15.2M -$275K -5,822 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.6M +$495K +10,501 +4%
KAS
6
Kestra Advisory Services
Texas
$12.6M -$1.17M -24,864 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.3M -$738K -15,663 -6%
Lido Advisors
8
Lido Advisors
California
$10.3M -$102K -2,167 -1%
AIC
9
Ameritas Investment Company
Nebraska
$9.81M -$148K -1,428 -1%
AWC
10
Abundance Wealth Counselors
Pennsylvania
$9.3M -$6M -127,250 -39%
ASN
11
Advisory Services Network
Georgia
$8.2M +$6.84M +144,991 +502%
LNC
12
Lincoln National Corp
Pennsylvania
$7.25M +$606K +12,858 +9%
LPL Financial
13
LPL Financial
California
$5.56M +$68K +1,443 +1%
CAL
14
Capital Analysts LLC
Pennsylvania
$4.96M -$808K -17,133 -14%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$4.2M +$4.2M +89,044 New
AIP
16
Ahrens Investment Partners
Louisiana
$4.1M +$49.7K +1,055 +1%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.74M -$2.96M
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$3.42M +$2.31K +49 +0.1%
EWA
19
Exencial Wealth Advisors
Oklahoma
$2.98M -$383K -8,125 -11%
WCG
20
Weaver Consulting Group
California
$2.53M -$566 -12 -0%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.51M -$136K -2,892 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.94M -$210K -4,447 -10%
AI
23
Atria Investments
North Carolina
$1.92M +$190K +4,024 +11%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$1.58M -$173K -3,663 -10%
NR
25
Newfound Research
Massachusetts
$1.4M +$119K +2,531 +9%