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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

54 hedge funds and large institutions have $168M invested in Fidelity Low Volatility Factor ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26M
2
PS
Portfolio Strategies
New York
+$8.35M
3
PD
Planning Directions
Pennsylvania
+$4.77M
4
Bank of America
Bank of America
North Carolina
+$3.22M
5
RIG
Roosevelt Investment Group
New York
+$3.09M

Top Sellers

1
PWS
Paragon Wealth Strategies
Florida
-$17.9M
2
SS
Simplicity Solutions
Minnesota
-$1.88M
3
AWM
AE Wealth Management
Kansas
-$1.86M
4
AIP
Ahrens Investment Partners
Louisiana
-$1.32M
5
KA
Kovack Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$856K +$856K +27,438 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$824K +$703K +22,526 +580%
AWM
28
AE Wealth Management
Kansas
$819K -$1.86M -59,765 -69%
SS
29
Simplicity Solutions
Minnesota
$776K -$1.88M -60,087 -71%
LPL Financial
30
LPL Financial
California
$624K +$102K +3,279 +20%
AWM
31
AllSquare Wealth Management
New York
$604K – – –
SS
32
Sunbelt Securities
Texas
$479K +$170K +5,440 +55%
ATC
33
Argent Trust Co
Tennessee
$451K +$451K +14,450 New
Goldman Sachs
34
Goldman Sachs
New York
$396K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$334K +$285K +9,140 +584%
AAS
36
Avantax Advisory Services
Texas
$317K +$317K +10,260 New
FPGK
37
Financial Partners Group (Kansas)
Kansas
$307K -$139K -4,641 -31%
CAN
38
Cetera Advisor Networks
California
$265K -$198K -6,331 -43%
SPIA
39
Steward Partners Investment Advisory
New York
$183K +$5.9K +190 +3%
AWM
40
Avior Wealth Management
Nebraska
$181K -$701K -22,539 -79%
GWM
41
Geneos Wealth Management
Colorado
$159K +$159K +5,174 New
APA
42
American Portfolios Advisors
New York
$152K -$60K -1,922 -28%
ASN
43
Advisory Services Network
Georgia
$110K -$78.4K -2,511 -42%
CAL
44
Capital Analysts LLC
Pennsylvania
$84K – – –
HNB
45
Huntington National Bank
Ohio
$72K – – –
EIP
46
Ellis Investment Partners
Pennsylvania
$66K +$6.24K +209 +10%
AAP
47
Arax Advisory Partners
Colorado
$53K +$53K +1,689 New
UBS Group
48
UBS Group
Switzerland
$52K +$33K +1,053 +173%
WEC
49
Winslow Evans & Crocker
Massachusetts
$22K +$22K +700 New
Morgan Stanley
50
Morgan Stanley
New York
$18K +$3.71K +120 +26%
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