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Fidelity Low Volatility Factor ETF

77 hedge funds and large institutions have $257M invested in Fidelity Low Volatility Factor ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
27
Reduced
31
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
$31.2M -$1.31M -26,259 -4%
RIG
2
Roosevelt Investment Group
New York
$24.9M +$7.1M +142,090 +40%
Osaic Holdings
3
Osaic Holdings
Arizona
$16.7M +$587K +11,722 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.1M +$2.37M +47,414 +19%
KAS
5
Kestra Advisory Services
Texas
$14.2M -$1.04M -20,720 -7%
Bank of America
6
Bank of America
North Carolina
$13.6M -$425K -8,502 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$13.6M +$7.94M +158,699 +141%
AAS
8
Ameritas Advisory Services
Nebraska
$12.9M +$476K +9,512 +4%
GM
9
GeoWealth Management
Illinois
$12.9M +$12.9M +257,332 New
AWC
10
Abundance Wealth Counselors
Pennsylvania
$11.5M +$1.27M +25,305 +12%
Lido Advisors
11
Lido Advisors
California
$9.34M -$375K -7,495 -4%
AIP
12
Ahrens Investment Partners
Louisiana
$8.74M +$4.56M +91,265 +109%
LNC
13
Lincoln National Corp
Pennsylvania
$6.2M -$295K -5,905 -5%
AWM
14
AE Wealth Management
Kansas
$5.12M +$4.68M +93,542 +1,047%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$4.45M +$4.45M +88,985 New
EWA
16
Exencial Wealth Advisors
Oklahoma
$4.03M +$253K +5,052 +7%
CAL
17
Capital Analysts LLC
Pennsylvania
$3.77M -$277K -5,537 -7%
LPL Financial
18
LPL Financial
California
$3.33M -$3.02M -60,415 -48%
BWIA
19
Bryant Woods Investment Advisors
New York
$3.24M -$9.79M -195,846 -75%
NA
20
NewEdge Advisors
Louisiana
$2.95M +$11.6K +232 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.88M +$1.41M +28,146 +96%
WCG
22
Weaver Consulting Group
California
$2.59M +$11.4K +227 +0.4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.28M -$214K -4,284 -9%
NR
24
Newfound Research
Massachusetts
$2.16M -$41.1K -822 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.1M +$1.33M +26,603 +173%