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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

48 hedge funds and large institutions have $165M invested in Fidelity Low Volatility Factor ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
22
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.71M
2
AWM
AE Wealth Management
Kansas
+$3.33M
3
SS
Simplicity Solutions
Minnesota
+$3.29M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.77M
5
SFS
Sowell Financial Services
Arkansas
+$1.93M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
-$1.76M
2
LNC
Lincoln National Corp
Pennsylvania
-$1.42M
3
ASN
Advisory Services Network
Georgia
-$990K
4
CWG
Cornerstone Wealth Group
North Carolina
-$308K
5
PWS
Paragon Wealth Strategies
Florida
-$303K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$647K +$435K +11,226 +205%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$592K +$113K +2,846 +24%
CAN
28
Cetera Advisor Networks
California
$570K -$154K -4,014 -21%
PFS
29
Prospera Financial Services
Texas
$549K +$191K +4,932 +53%
Goldman Sachs
30
Goldman Sachs
New York
$491K – – –
SS
31
Sunbelt Securities
Texas
$384K -$45.4K -1,173 -11%
LAS
32
Lloyd Advisory Services
Georgia
$326K +$326K +8,431 New
APA
33
American Portfolios Advisors
New York
$262K +$147K +3,808 +128%
CFA
34
Capstone Financial Advisors
Illinois
$244K – – –
ASN
35
Advisory Services Network
Georgia
$234K -$990K -25,540 -81%
SPIA
36
Steward Partners Investment Advisory
New York
$220K +$206K +5,351 +1,529%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$150K +$18.7K +483 +14%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$150K +$150K +3,881 New
CAL
39
Capital Analysts LLC
Pennsylvania
$105K – – –
EIP
40
Ellis Investment Partners
Pennsylvania
$77K +$231 +6 +0.3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$61K +$61K +1,564 New
SFG
42
Sowa Financial Group
Rhode Island
$38K +$38K +975 New
UBS Group
43
UBS Group
Switzerland
$23K +$23K +607 New
CFGS
44
Concourse Financial Group Securities
Alabama
$19K – – –
Morgan Stanley
45
Morgan Stanley
New York
$18K – – –
IA
46
IFP Advisors
Florida
$8K +$39 +1 +0.5%
MCM
47
McMillion Capital Management
North Carolina
$2K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$2K +$2K +54 New
APSP
49
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$5K -125 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– -$4K -96 Closed
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