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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

56 hedge funds and large institutions have $134M invested in Fidelity Low Volatility Factor ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
11
Increased
22
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
Roosevelt Investment Group
New York
$18.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
$2.24M
3
LPL Financial
LPL Financial
California
$2.88M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.61M
5
PGAM
Princeton Global Asset Management
New Jersey
$883K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$681K
2
AWC
Abundance Wealth Counselors
Pennsylvania
$17.9M
3
CWG
Cornerstone Wealth Group
North Carolina
$0
4
PS
Portfolio Strategies
New York
$0
5
PD
Planning Directions
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
26
Princeton Global Asset Management
New Jersey
$883K +$883K +24,148 New
Jane Street
27
Jane Street
New York
$789K -$277K -7,572 -26%
AWA
28
Arete Wealth Advisors
Illinois
$765K +$765K +20,911 New
AWM
29
AllSquare Wealth Management
New York
$708K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$681K -$29.9M -817,985 -98%
Citadel Advisors
31
Citadel Advisors
Florida
$676K +$676K +18,484 New
SS
32
Sunbelt Securities
Texas
$562K -$146 -4 -0%
Goldman Sachs
33
Goldman Sachs
New York
$464K – – –
ASN
34
Advisory Services Network
Georgia
$453K +$324K +8,851 +251%
FPGK
35
Financial Partners Group (Kansas)
Kansas
$419K +$43.5K +1,188 +12%
AAS
36
Avantax Advisory Services
Texas
$398K +$25.5K +701 +7%
AWM
37
Avior Wealth Management
Nebraska
$374K +$162K +4,434 +76%
MML Investors Services
38
MML Investors Services
Massachusetts
$257K +$257K +7,025 New
SPIA
39
Steward Partners Investment Advisory
New York
$239K +$23.8K +652 +11%
CFA
40
Capstone Financial Advisors
Illinois
$231K +$231K +6,306 New
BCM
41
Brookstone Capital Management
Illinois
$229K +$229K +6,267 New
CA
42
Cetera Advisors
Colorado
$222K +$222K +6,056 New
CAN
43
Cetera Advisor Networks
California
$221K -$88.5K -2,425 -29%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$209K -$183K -5,003 -47%
GWM
45
Geneos Wealth Management
Colorado
$184K +$709 +20 +0.4%
HNB
46
Huntington National Bank
Ohio
$183K -$72K – –
APA
47
American Portfolios Advisors
New York
$168K -$9.44K -258 -5%
CAL
48
Capital Analysts LLC
Pennsylvania
$99K – – –
CAAS
49
Capital Asset Advisory Services
Michigan
$93K +$93K +2,373 New
EIP
50
Ellis Investment Partners
Pennsylvania
$71K -$9.26K -255 -12%
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