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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

41 hedge funds and large institutions have $139M invested in Fidelity Low Volatility Factor ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
12
Increased
20
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Paragon Wealth Strategies
Florida
+$17.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.24M
3
AWC
Abundance Wealth Counselors
Pennsylvania
+$2.51M
4
Bank of America
Bank of America
North Carolina
+$1.88M
5
LNC
Lincoln National Corp
Pennsylvania
+$1.5M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$5.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
4
AWM
Avior Wealth Management
Nebraska
-$484K
5
Lido Advisors
Lido Advisors
California
-$281K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Sunbelt Securities
Texas
$407K +$35.5K +969 +10%
AWM
27
AllSquare Wealth Management
New York
$375K +$33K +900 +10%
PFS
28
Prospera Financial Services
Texas
$340K +$103K +2,800 +43%
CFA
29
Capstone Financial Advisors
Illinois
$232K +$232K +6,306 New
LPL Financial
30
LPL Financial
California
$201K +$201K +5,486 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$125K -$78.4K -2,130 -39%
APA
32
American Portfolios Advisors
New York
$109K +$20.3K +552 +23%
CAL
33
Capital Analysts LLC
Pennsylvania
$99K +$99K +2,707 New
EIP
34
Ellis Investment Partners
Pennsylvania
$72K +$216 +6 +0.3%
CFGS
35
Concourse Financial Group Securities
Alabama
$18K +$18K +500 New
Morgan Stanley
36
Morgan Stanley
New York
$17K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$12K +$4.29K +125 +56%
IA
38
IFP Advisors
Florida
$7K +$7K +202 New
APSP
39
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K +$5K +125 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$4K +$4K +96 New
MCM
41
McMillion Capital Management
North Carolina
$2K – – –
Lazard Asset Management
42
Lazard Asset Management
New York
– -$5.1M -142,785 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$2.93M -82,190 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$1.54M -43,098 Closed
SPC
45
Sigma Planning Corp
Michigan
– -$275K -7,696 Closed
RCAG
46
Rehmann Capital Advisory Group
Michigan
– -$133K -3,714 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
– -$8K -215 Closed
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