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Fidelity Low Volatility Factor ETF

36 hedge funds and large institutions have $113M invested in Fidelity Low Volatility Factor ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more capital invested

Capital invested by funds: $66.5M → $113M (+$46.6M)

20% more funds holding

Funds holding: 3036 (+6)

7.56% more ownership

Funds ownership: 41.97%49.53% (+7.6%)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
16
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change

FDLO Hedge Fund Activity: Q2 2019 in Review

36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2019, worth a combined $113M — up 70% from $66.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDLO positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Abundance Wealth Counselors, opening a new position worth an estimated $30.6M. The largest seller was Jane Street, cutting an estimated $2.27M.

  • 36 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2019, up from 30 in Q1 2019.
  • Funds reported $113M of Fidelity Low Volatility Factor ETF stock for Q2 2019, up 70% quarter-over-quarter.
  • 11 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2019 and 4 closed out, a net change of +7 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2019 was Abundance Wealth Counselors, an estimated $30.6M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2019 was Jane Street, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2019.