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Fidelity Low Volatility Factor ETF

83 hedge funds and large institutions have $284M invested in Fidelity Low Volatility Factor ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
27
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.9M +$5.33M +106,332 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33.8M -$1.69M -33,737 -5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$27.4M -$651K -13,000 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.5M -$1.71M -34,034 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19M +$222K +4,429 +1%
Bank of America
6
Bank of America
North Carolina
$16M +$1.05M +20,910 +7%
KAS
7
Kestra Advisory Services
Texas
$14.9M +$1.01M +20,073 +7%
NA
8
NewEdge Advisors
Louisiana
$8.22M +$5.72M +114,106 +228%
Lido Advisors
9
Lido Advisors
California
$8.19M -$561K -11,186 -6%
AAS
10
Ameritas Advisory Services
Nebraska
$5.69M -$7.66M -155,068 -57%
SXL
11
Summit X LLC
Missouri
$4.97M +$31K +619 +0.6%
LNC
12
Lincoln National Corp
Pennsylvania
$4.93M -$69.7K -1,391 -1%
EWA
13
Exencial Wealth Advisors
Oklahoma
$4.9M -$56.6K -1,129 -1%
LPL Financial
14
LPL Financial
California
$4.78M +$889K +17,744 +23%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$4.54M -$155K -3,128 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.47M +$174K +3,473 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.66M +$1.03M +20,543 +39%
CAL
18
Capital Analysts LLC
Pennsylvania
$3.56M -$460K -9,175 -11%
RJA
19
Raymond James & Associates
Florida
$3.12M +$2.72M +54,297 +686%
Goldman Sachs
20
Goldman Sachs
New York
$2.5M -$434K -8,656 -15%
WCG
21
Weaver Consulting Group
California
$2.45M -$102K -2,026 -4%
MBTD
22
Mechanics Bank - Trust Department
California
$2.36M +$138K +2,758 +6%
RPCA
23
Running Point Capital Advisors
California
$2.27M +$10.4K +208 +0.5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.25M +$261K +5,218 +13%
Jane Street
25
Jane Street
New York
$2.07M +$1.79M +35,807 +660%