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Fidelity Low Volatility Factor ETF

156 hedge funds and large institutions have $864M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+16
Holders Change %
+11.43%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
53
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$498M -$150M -2,383,241 -23%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.9M -$531K -8,448 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.9M -$3.55M -56,551 -9%
Bank of America
4
Bank of America
North Carolina
$27.9M +$2.43M +38,622 +10%
KAS
5
Kestra Advisory Services
Texas
$21.7M +$1.48M +23,609 +7%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$19.8M +$591K +9,405 +3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$14.8M +$42.8K +682 +0.3%
SBH
8
Segall Bryant & Hamill
Illinois
$14.3M -$434K -6,905 -3%
LPL Financial
9
LPL Financial
California
$11.1M -$1.23M -19,638 -10%
NA
10
NewEdge Advisors
Louisiana
$11.1M +$3.66M +58,317 +49%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.8M +$270K +4,293 +3%
RPCA
12
Running Point Capital Advisors
California
$10.4M +$139K +2,218 +1%
AAS
13
Ameritas Advisory Services
Nebraska
$8.19M -$7.87M -125,257 -49%
GC
14
GFG Capital
Florida
$7.44M -$593K -9,449 -7%
Lido Advisors
15
Lido Advisors
California
$7.28M -$624K -9,940 -8%
Raymond James Financial
16
Raymond James Financial
Florida
$6.57M +$119K +1,888 +2%
HCM
17
Howard Capital Management
Georgia
$5.08M +$2.43M +38,621 +91%
EWA
18
Exencial Wealth Advisors
Oklahoma
$4.92M -$393K -6,262 -7%
Morgan Stanley
19
Morgan Stanley
New York
$4.85M -$1.91M -30,492 -28%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.78M -$179K -2,846 -4%
AWC
21
Abundance Wealth Counselors
Pennsylvania
$4.71M -$282K -4,740 -6%
FIA
22
Foundations Investment Advisors
Arizona
$4.67M +$533K +8,484 +13%
Goldman Sachs
23
Goldman Sachs
New York
$4.64M -$31K -494 -0.7%
MBTD
24
Mechanics Bank - Trust Department
California
$4.6M +$698K +11,111 +18%
AWM
25
AE Wealth Management
Kansas
$4.43M -$308K -4,908 -7%