DS
FDLO icon

David Shaw’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

David Shaw’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 $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

David Shaw's FDLO Position: Q4 2024 in Review

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

David Shaw 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.

  • David Shaw reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 4,350 Fidelity Low Volatility Factor ETF shares in Q4 2024, an estimated $267K.
  • David Shaw first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and held it in 1 quarter.
  • David Shaw'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.