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Fidelity Low Volatility Factor ETF

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

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

18% more capital invested

Capital invested by funds: $139M → $165M (+$25.7M)

17% more funds holding

Funds holding: 4148 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.74% less ownership

Funds ownership: 46.88%46.14% (-0.74%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$647K +$421K +11,226 +205%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$592K +$107K +2,846 +24%
CAN
28
Cetera Advisor Networks
California
$570K -$150K -4,014 -21%
PFS
29
Prospera Financial Services
Texas
$549K +$185K +4,932 +53%
Goldman Sachs
30
Goldman Sachs
New York
$491K
SS
31
Sunbelt Securities
Texas
$384K -$44K -1,173 -11%
LAS
32
Lloyd Advisory Services
Georgia
$326K +$316K +8,431 New
APA
33
American Portfolios Advisors
New York
$262K +$143K +3,808 +128%
CFA
34
Capstone Financial Advisors
Illinois
$244K
ASN
35
Advisory Services Network
Georgia
$234K -$957K -25,540 -81%
SPIA
36
Steward Partners Investment Advisory
New York
$220K +$201K +5,351 +1,529%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$150K +$18.1K +483 +14%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$150K +$145K +3,881 New
CAL
39
Capital Analysts LLC
Pennsylvania
$105K
EIP
40
Ellis Investment Partners
Pennsylvania
$77K +$225 +6 +0.3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$61K +$58.6K +1,564 New
SFG
42
Sowa Financial Group
Rhode Island
$38K +$36.5K +975 New
UBS Group
43
UBS Group
Switzerland
$23K +$22.8K +607 New
CFGS
44
Concourse Financial Group Securities
Alabama
$19K
Morgan Stanley
45
Morgan Stanley
New York
$18K
IA
46
IFP Advisors
Florida
$8K +$37 +1 +0.5%
MCM
47
McMillion Capital Management
North Carolina
$2K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$2K +$2.02K +54 New
APSP
49
Asset Planning Services (Pennsylvania)
Pennsylvania
-$5K -125 Closed
JP Morgan Chase
50
JP Morgan Chase
New York
-$4K -96 Closed

FDLO Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2019, worth a combined $165M — up 18% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDLO positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.53M. The largest seller was Abundance Wealth Counselors, cutting an estimated $1.71M.

  • 48 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2019, up from 41 in Q3 2019.
  • Funds reported $165M of Fidelity Low Volatility Factor ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 9 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2019 and 2 closed out, a net change of +7 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2019 was Commonwealth Equity Services, an estimated $5.53M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2019 was Abundance Wealth Counselors, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2019.