D.E. Shaw & Co
FDLO icon

D.E. Shaw & Co’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

D.E. Shaw & Co’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,350
Closed -$267K – 4532
2024
Q3 		$267K Buy
+4,350
New +$257K ﹤0.01% 4033

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co's FDLO Position: Q4 2024 in Review

D.E. Shaw & Co sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2024, closing a stake of 4,350 shares — an estimated $267K sold.

D.E. Shaw & Co first reported a position in FDLO in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 140 funds tracked by Wall St. Rank hold FDLO as of Q4 2024.

  • D.E. Shaw & Co reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 4,350 Fidelity Low Volatility Factor ETF shares in Q4 2024, an estimated $267K.
  • D.E. Shaw & Co first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and held it in 1 quarter.
  • D.E. Shaw & Co's Fidelity Low Volatility Factor ETF position peaked at $267K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.