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Fidelity Low Volatility Factor ETF

80 hedge funds and large institutions have $274M invested in Fidelity Low Volatility Factor ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
80
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
29
Reduced
23
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
$32.6M +$2.73M +59,044 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31M +$8.87M +192,143 +40%
Corient Private Wealth
3
Corient Private Wealth
Florida
$25.8M +$25.8M +558,971 New
Bank of America
4
Bank of America
North Carolina
$24.8M +$11.3M +244,809 +84%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.3M +$2.91M +62,988 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.9M +$4.3M +93,115 +29%
KAS
7
Kestra Advisory Services
Texas
$18.6M +$3.64M +78,861 +24%
AAS
8
Ameritas Advisory Services
Nebraska
$13.5M +$1.62M +35,148 +14%
AWC
9
Abundance Wealth Counselors
Pennsylvania
$11.1M -$37.1K -804 -0.3%
Lido Advisors
10
Lido Advisors
California
$8.22M -$95.5K -2,068 -1%
AIP
11
Ahrens Investment Partners
Louisiana
$6.59M -$486K -10,514 -7%
LNC
12
Lincoln National Corp
Pennsylvania
$5.2M -$362K -7,833 -7%
EWA
13
Exencial Wealth Advisors
Oklahoma
$4.45M +$768K +16,636 +21%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$4.08M -$140K -3,024 -3%
LPL Financial
15
LPL Financial
California
$3.83M +$368K +7,969 +11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.69M +$1.72M +37,263 +88%
CAL
17
Capital Analysts LLC
Pennsylvania
$3.39M +$63.9K +1,384 +2%
NA
18
NewEdge Advisors
Louisiana
$2.64M +$970 +21 +0%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.49M -$517K -11,186 -17%
WCG
20
Weaver Consulting Group
California
$2.35M
RPCA
21
Running Point Capital Advisors
California
$2.05M +$674K +14,594 +49%
MBTD
22
Mechanics Bank - Trust Department
California
$1.96M +$58.9K +1,275 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.57M +$1.57M +34,024 New
RCAG
24
Rehmann Capital Advisory Group
Michigan
$1.52M
EFH
25
Eaton Financial Holdings
Florida
$1.38M +$1.38M +29,790 New