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Fidelity Low Volatility Factor ETF

108 hedge funds and large institutions have $747M invested in Fidelity Low Volatility Factor ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
40
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$460M +$60M +1,052,638 +15%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$39.9M +$1.74M +30,427 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.6M +$2.86M +50,154 +10%
Corient Private Wealth
4
Corient Private Wealth
Florida
$18M -$1.4M -24,583 -7%
KAS
5
Kestra Advisory Services
Texas
$17.5M +$81.6K +1,476 +0.5%
Bank of America
6
Bank of America
North Carolina
$16.6M -$1.51M -26,444 -8%
AAS
7
Ameritas Advisory Services
Nebraska
$15M -$327K -5,741 -2%
Morgan Stanley
8
Morgan Stanley
New York
$9.53M +$317K +5,564 +3%
GC
9
GFG Capital
Florida
$9.31M -$393K -6,891 -4%
NA
10
NewEdge Advisors
Louisiana
$8.29M +$31.5K +552 +0.4%
RPCA
11
Running Point Capital Advisors
California
$8.23M +$517K +9,070 +7%
LPL Financial
12
LPL Financial
California
$7.89M -$32.8K -575 -0.4%
Lido Advisors
13
Lido Advisors
California
$7.63M -$236K -4,146 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.18M +$596K +10,449 +9%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.94M -$1.56M -27,314 -18%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.62M +$1.37M +23,978 +26%
RJA
17
Raymond James & Associates
Florida
$4.85M -$142K -2,483 -3%
EWA
18
Exencial Wealth Advisors
Oklahoma
$4.75M -$358K -6,271 -7%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.74M +$911K +15,965 +24%
ACM
20
Absolute Capital Management
Pennsylvania
$4.27M +$1.57M +27,451 +58%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.79M -$232K -4,072 -6%
AWM
22
AE Wealth Management
Kansas
$3.37M +$1.38M +24,243 +70%
CAL
23
Capital Analysts LLC
Pennsylvania
$3.27M -$234K -4,096 -7%
MBTD
24
Mechanics Bank - Trust Department
California
$3.04M +$275K +4,819 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.78M -$59.7K -1,046 -2%