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Fidelity Low Volatility Factor ETF

139 hedge funds and large institutions have $992M invested in Fidelity Low Volatility Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
53
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$623M +$56.6M +934,366 +10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$45.3M +$1.42M +23,477 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.9M +$2.29M +37,741 +7%
Bank of America
4
Bank of America
North Carolina
$23.8M +$6.53M +107,751 +38%
KAS
5
Kestra Advisory Services
Texas
$19.9M +$1.01M +16,713 +5%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$17.5M +$17.5M +288,687 New
SBH
7
Segall Bryant & Hamill
Illinois
$16M -$788K -13,013 -5%
AAS
8
Ameritas Advisory Services
Nebraska
$15.9M -$2.52M -41,511 -14%
Corient Private Wealth
9
Corient Private Wealth
Florida
$15.8M -$776K -13,085 -5%
AWC
10
Abundance Wealth Counselors
Pennsylvania
$11.8M -$10.1K -166 -0.1%
LPL Financial
11
LPL Financial
California
$10.2M +$546K +9,014 +6%
GC
12
GFG Capital
Florida
$9.86M -$85.7K -1,414 -0.9%
RPCA
13
Running Point Capital Advisors
California
$9.72M +$758K +12,518 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.8M +$447K +7,379 +5%
Lido Advisors
15
Lido Advisors
California
$7.89M -$135K -2,229 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.11M -$43.9K -724 -0.6%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$6.96M -$263K -4,219 -4%
Morgan Stanley
18
Morgan Stanley
New York
$6.46M -$212K -3,497 -3%
NA
19
NewEdge Advisors
Louisiana
$6.21M -$162K -2,666 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$6.19M +$6.19M +102,094 New
EWA
21
Exencial Wealth Advisors
Oklahoma
$5.16M +$53.6K +885 +1%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.06M +$2.33M +38,500 +86%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$4.18M -$228K -3,757 -5%
AWM
24
AE Wealth Management
Kansas
$4.06M +$459K +7,581 +13%
MBTD
25
Mechanics Bank - Trust Department
California
$3.8M +$219K +3,620 +6%