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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

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.

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
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$11.1M
2
Bank of America
2
Bank of America
North Carolina
$27.9M
3
HCM
3
Howard Capital Management
Georgia
$5.08M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.11M
5
KAS
5
Kestra Advisory Services
Texas
$21.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$498M
2
AAS
2
Ameritas Advisory Services
Nebraska
$8.19M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$4.39M 71,791 -81,571 -53%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.23M 51,430 -58,485 -53%
Stifel Financial
28
Stifel Financial
Missouri
$3.12M 49,645 +2,089 +4%
Citadel Advisors
29
Citadel Advisors
Florida
$3.11M 49,455 +30,405 +160%
WCG
30
Weaver Consulting Group
California
$2.76M 43,877 -435 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.58M 41,154 -1,632 -4%
ACM
32
Advisors Capital Management
New Jersey
$2.18M 34,774 -869 -2%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.13M 33,953 +634 +2%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$2.13M 33,877 -282 -0.8%
TWP
35
Tempus Wealth Planning
California
$1.75M 27,794 +94 +0.3%
KPWS
36
Kestra Private Wealth Services
Texas
$1.64M 26,095 +1,546 +6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.58M 25,113 -3,567 -12%
ATC
38
Argent Trust Co
Tennessee
$1.43M 22,759 -1,205 -5%
SAM
39
Sequent Asset Management
Texas
$1.43M 22,710 – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.37M 21,833 +21,833 New
AAS
41
Asset Allocation Strategies
Michigan
$1.37M 21,830 -10,142 -32%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$1.31M 20,897 +1 +0%
NL
43
NVWM LLC
Pennsylvania
$1.24M 19,688 +1,104 +6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.08M 16,987 -4,374 -20%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$991K 15,777 +2,039 +15%
Jane Street
46
Jane Street
New York
$944K 15,034 +692 +5%
WIM
47
Westside Investment Management
California
$926K 14,750 +20 +0.1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$919K 14,634 -30,801 -68%
SB
49
Strategic Blueprint
Georgia
$910K 14,494 +14,494 New
PCA
50
Pallas Capital Advisors
Massachusetts
$887K 14,128 +407 +3%
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