Fidelity Low Volatility Factor ETF
FDLO
30 hedge funds and large institutions have $66.5M invested in Fidelity Low Volatility Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
238% more capital invested
Capital invested by funds: $19.7M → $66.5M (+$46.8M)
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
58% more funds holding
Funds holding: 19 → 30 (+11)
18.93% more ownership
Funds ownership: 23.03% → 41.97% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$10.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.68M |
| 3 |
Lazard Asset Management
New York
|
+$4.08M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$3.67M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$190K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$67K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$32.4K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$29.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $41K | +$39K | +1,202 | New |
|
27
Fidelity Investments
Boston,
Massachusetts
| $24K | +$162 | +5 | +0.7% |
|
|
AIC
28
Ameritas Investment Company
Lincoln,
Nebraska
| $13K | +$12.7K | +391 | New |
|
|
AS
29
Altshuler Shaham
Tel Aviv,
Israel
| $5K | +$16.1K | +495 | New |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$67K | -2,229 | Closed |
|
|
31
Wells Fargo
San Francisco,
California
| – | -$32.4K | -999 | -100% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$25K | -842 | Closed |
|
FDLO Hedge Fund Activity: Q1 2019 in Review
30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2019, worth a combined $66.5M — up 238% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDLO positions and 2 closed out — a net gain of 11 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $10.2M. The largest seller was Susquehanna International Group, cutting an estimated $1.76M.
- 30 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2019, up from 19 in Q4 2018.
- Funds reported $66.5M of Fidelity Low Volatility Factor ETF stock for Q1 2019, up 238% quarter-over-quarter.
- 13 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2019 and 2 closed out, a net change of +11 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q1 2019 was Lido Advisors, an estimated $10.2M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q1 2019 was Susquehanna International Group, an estimated $1.76M sold.
Based on aggregated 13F filings for Q1 2019.