Fidelity Low Volatility Factor ETF
FDLO
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.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
23% more capital invested
Capital invested by funds: $113M → $139M (+$26.3M)
14% more funds holding
Funds holding: 36 → 41 (+5)
2.65% less ownership
Funds ownership: 49.53% → 46.88% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$17.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.21M |
| 3 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$2.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.86M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$5.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.93M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.54M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$480K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$279K |
FDLO Hedge Fund Activity: Q3 2019 in Review
41 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2019, worth a combined $139M — up 23% from $113M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDLO positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $17.2M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $5.09M sold.
- 41 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2019, up from 36 in Q2 2019.
- Funds reported $139M of Fidelity Low Volatility Factor ETF stock for Q3 2019, up 23% quarter-over-quarter.
- 12 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2019 and 7 closed out, a net change of +5 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q3 2019 was Paragon Wealth Strategies, an estimated $17.2M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q3 2019 was Lazard Asset Management, an estimated $5.09M sold.
Based on aggregated 13F filings for Q3 2019.