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Fidelity Low Volatility Factor ETF

103 hedge funds and large institutions have $698M invested in Fidelity Low Volatility Factor ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$394M -$204M -3,636,889 -34%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.5M -$2.8M -49,793 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M -$32.4K -577 -0.1%
Corient Private Wealth
4
Corient Private Wealth
Florida
$19.1M -$467K -8,320 -2%
Bank of America
5
Bank of America
North Carolina
$17.8M -$362K -6,444 -2%
KAS
6
Kestra Advisory Services
Texas
$17.7M +$1.27M +22,625 +8%
AAS
7
Ameritas Advisory Services
Nebraska
$14.8M +$7.03M +127,041 +90%
AWC
8
Abundance Wealth Counselors
Pennsylvania
$11.8M -$155K -2,763 -1%
GC
9
GFG Capital
Florida
$9.55M -$144K -2,565 -1%
Morgan Stanley
10
Morgan Stanley
New York
$9.08M +$8.34M +148,456 +1,133%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.37M -$5.56M -98,873 -40%
NA
12
NewEdge Advisors
Louisiana
$8.14M -$948K -16,880 -10%
LPL Financial
13
LPL Financial
California
$7.8M +$683K +12,159 +10%
Lido Advisors
14
Lido Advisors
California
$7.75M -$823K -14,653 -10%
RPCA
15
Running Point Capital Advisors
California
$7.6M +$1.11M +19,702 +17%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.48M +$3.84M +68,363 +145%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$5.17M +$25.7K +458 +0.5%
EWA
18
Exencial Wealth Advisors
Oklahoma
$5.03M -$11.6K -206 -0.2%
RJA
19
Raymond James & Associates
Florida
$4.91M -$45.4K -808 -0.9%
Jane Street
20
Jane Street
New York
$4.41M +$1.38M +24,559 +45%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.96M +$376K +6,697 +10%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.77M +$1.43M +25,449 +61%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$3.52M +$308K +5,476 +10%
CAL
24
Capital Analysts LLC
Pennsylvania
$3.45M +$171K +3,052 +5%
LNC
25
Lincoln National Corp
Pennsylvania
$3.33M +$132K +2,358 +4%