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Fidelity Low Volatility Factor ETF

77 hedge funds and large institutions have $236M invested in Fidelity Low Volatility Factor ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
29
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
$34M +$2.82M +53,937 +9%
RIG
2
Roosevelt Investment Group
New York
$18.6M +$1.89M +36,174 +11%
Osaic Holdings
3
Osaic Holdings
Arizona
$16.8M +$611K +11,670 +4%
KAS
4
Kestra Advisory Services
Texas
$16M -$188K -3,597 -1%
Bank of America
5
Bank of America
North Carolina
$14.7M -$16.5M -315,879 -53%
BWIA
6
Bryant Woods Investment Advisors
New York
$13.6M +$13.6M +260,604 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.3M -$1.91M -36,428 -13%
AAS
8
Ameritas Advisory Services
Nebraska
$13M +$13M +249,300 New
AWC
9
Abundance Wealth Counselors
Pennsylvania
$10.7M +$10.7M +204,688 New
Lido Advisors
10
Lido Advisors
California
$10.2M -$858K -16,398 -8%
LNC
11
Lincoln National Corp
Pennsylvania
$6.8M -$851K -16,262 -11%
LPL Financial
12
LPL Financial
California
$6.65M +$195K +3,735 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$5.88M +$1.7M +32,445 +41%
AIP
14
Ahrens Investment Partners
Louisiana
$4.37M -$220K -4,196 -5%
CAL
15
Capital Analysts LLC
Pennsylvania
$4.23M -$321K -6,138 -7%
EWA
16
Exencial Wealth Advisors
Oklahoma
$3.95M +$181K +3,452 +5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.74M -$3.99M
NA
18
NewEdge Advisors
Louisiana
$3.07M +$3.07M +58,708 New
WCG
19
Weaver Consulting Group
California
$2.7M -$93.5K -1,788 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.61M +$352K +6,724 +16%
NR
21
Newfound Research
Massachusetts
$2.3M +$377K +7,199 +20%
AI
22
Atria Investments
North Carolina
$1.84M +$9.89K +189 +0.5%
MBTD
23
Mechanics Bank - Trust Department
California
$1.77M +$157 +3 +0%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$1.75M
EAM
25
Empirical Asset Management
Massachusetts
$1.58M +$1.58M +30,241 New