Fidelity Low Volatility Factor ETF
FDLO
FDLO
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
20% less capital invested
Capital invested by funds: $168M → $134M (-$33.7M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
56
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$14.6M | |
| 2 | +$2.24M | |
| 3 | +$2.15M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.13M |
| 5 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
+$883K |
Top Sellers
| 1 | -$29.9M | |
| 2 | -$16M | |
| 3 | -$10.6M | |
| 4 |
PS
Portfolio Strategies
Monsey,
New York
|
-$8.35M |
| 5 |
PD
Planning Directions
Glen Mills,
Pennsylvania
|
-$4.77M |