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Fidelity Low Volatility Factor ETF
FDLO

66 hedge funds and large institutions have $182M invested in Fidelity Low Volatility Factor ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $161M → $182M (+$20.8M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

5% more funds holding

Funds holding: 63 → 66 (+3)

1.34% more ownership

Funds ownership: 43.52% → 44.86% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
27
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAL
Capital Analysts LLC
Pennsylvania
+$5.86M
2
Citigroup
Citigroup
New York
+$5.46M
3
KAS
Kestra Advisory Services
Texas
+$3.06M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.46M
5
LPL Financial
LPL Financial
California
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$7.66M
2
EWA
Exencial Wealth Advisors
Oklahoma
-$3.15M
3
SFS
Sowell Financial Services
Arkansas
-$1.34M
4
AAS
Avantax Advisory Services
Texas
-$1.01M
5
Goldman Sachs
Goldman Sachs
New York
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$80.6K +1,962 +7%
IAIM
27
International Assets Investment Management
Florida
$932K +$673K +16,387 +301%
PGAM
28
Princeton Global Asset Management
New Jersey
$850K -$199K -4,845 -20%
ATC
29
Argent Trust Co
Tennessee
$764K -$498K -12,134 -40%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$688K -$331K -8,055 -33%
DWM
31
Darwin Wealth Management
Florida
$640K -$261K -6,351 -30%
AWM
32
AllSquare Wealth Management
New York
$603K -$216K -5,250 -27%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$593K -$100K -2,440 -15%
KM
34
Kalos Management
Georgia
$456K +$439K +10,683 New
AWM
35
AE Wealth Management
Kansas
$382K +$21.5K +524 +6%
SS
36
Sunbelt Securities
Texas
$369K -$224K -5,460 -39%
MML Investors Services
37
MML Investors Services
Massachusetts
$363K +$31.6K +769 +10%
FFN
38
Focus Financial Network
Minnesota
$325K +$54K +1,314 +21%
SFPG
39
Stonebridge Financial Planning Group
Florida
$314K +$257K +6,250 +568%
FPGK
40
Financial Partners Group (Kansas)
Kansas
$305K -$69.7K -1,698 -19%
SPIA
41
Steward Partners Investment Advisory
New York
$288K -$3.74K -91 -1%
BCM
42
Brookstone Capital Management
Illinois
$273K +$15.1K +368 +6%
FI
43
FormulaFolio Investments
Michigan
$268K +$258K +6,283 New
SPC
44
Sigma Planning Corp
Michigan
$259K +$249K +6,074 New
CA
45
Cetera Advisors
Colorado
$258K -$8.79K -214 -3%
SIC
46
Samalin Investment Counsel
New York
$236K +$227K +5,531 New
PWM
47
Provident Wealth Management
Tennessee
$225K -$6.28K -153 -3%
SFG
48
Sovereign Financial Group
Connecticut
$214K +$205K +5,000 New
SS
49
Simplicity Solutions
Minnesota
$203K +$195K +4,753 New
APA
50
American Portfolios Advisors
New York
$186K +$82 +2 +0%
1
2
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FDLO Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2020, worth a combined $182M — up 13% from $161M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDLO positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Capital Analysts LLC, adding an estimated $5.86M. The largest seller was Roosevelt Investment Group, cutting an estimated $7.66M.

  • 66 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $182M of Fidelity Low Volatility Factor ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 11 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2020 and 8 closed out, a net change of +3 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2020 was Capital Analysts LLC, an estimated $5.86M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2020 was Roosevelt Investment Group, an estimated $7.66M sold.

Based on aggregated 13F filings for Q4 2020.