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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

63 hedge funds and large institutions have $161M invested in Fidelity Low Volatility Factor ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.32M
3
Citigroup
Citigroup
New York
+$3.67M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$2.93M
5
Bank of America
Bank of America
North Carolina
+$2.51M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
-$5.81M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.98M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.87M
4
SS
Simplicity Solutions
Minnesota
-$1.14M
5
AWM
AE Wealth Management
Kansas
-$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
26
Princeton Global Asset Management
New Jersey
$979K +$24K +606 +3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$956K +$956K +24,169 New
Citadel Advisors
28
Citadel Advisors
Florida
$947K +$216K +5,448 +29%
DWM
29
Darwin Wealth Management
Florida
$844K -$651K -16,457 -44%
AWM
30
AllSquare Wealth Management
New York
$766K – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$725K -$11.6K -293 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$647K +$421K +10,643 +187%
SS
33
Sunbelt Securities
Texas
$558K -$49.5K -1,252 -8%
Goldman Sachs
34
Goldman Sachs
New York
$502K – – –
FPGK
35
Financial Partners Group (Kansas)
Kansas
$348K -$104K -2,643 -23%
AWM
36
AE Wealth Management
Kansas
$333K -$1.08M -27,190 -76%
MML Investors Services
37
MML Investors Services
Massachusetts
$306K +$28.2K +714 +10%
SPIA
38
Steward Partners Investment Advisory
New York
$270K +$11.3K +286 +4%
FFN
39
Focus Financial Network
Minnesota
$249K +$249K +6,299 New
CA
40
Cetera Advisors
Colorado
$248K +$8.04K +203 +3%
BCM
41
Brookstone Capital Management
Illinois
$239K -$9.23K -233 -4%
CAN
42
Cetera Advisor Networks
California
$223K -$16.9K -426 -7%
PWM
43
Provident Wealth Management
Tennessee
$215K +$215K +5,427 New
IAIM
44
International Assets Investment Management
Florida
$215K +$215K +5,437 New
JIC
45
Johnson Investment Counsel
Ohio
$203K +$203K +5,138 New
GWM
46
Geneos Wealth Management
Colorado
$202K +$736 +19 +0.4%
HNB
47
Huntington National Bank
Ohio
$198K -$183K – –
APA
48
American Portfolios Advisors
New York
$172K -$10.2K -258 -6%
IA
49
IFP Advisors
Florida
$151K +$151K +3,793 New
AWM
50
Avior Wealth Management
Nebraska
$125K -$280K -7,090 -69%
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