Fidelity Low Volatility Factor ETF
FDLO
65 hedge funds and large institutions have $190M invested in Fidelity Low Volatility Factor ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
4% more capital invested
Capital invested by funds: $182M → $190M (+$7.92M)
0.03% less ownership
Funds ownership: 44.86% → 44.82% (-0.03%)
2% less funds holding
Funds holding: 66 → 65 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.57M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.17M |
| 3 |
Goldman Sachs
New York
|
+$965K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$742K |
| 5 |
RIG
Roosevelt Investment Group
New York
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.71M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.58M |
| 3 |
Jane Street
New York
|
-$1.03M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$986K |
| 5 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$827K |
FDLO Hedge Fund Activity: Q1 2021 in Review
65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2021, worth a combined $190M — up 4.4% from $182M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDLO positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 19 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $1.57M. The largest seller was Bank of America, cutting an estimated $1.71M.
- 65 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2021, down from 66 in Q4 2020.
- Funds reported $190M of Fidelity Low Volatility Factor ETF stock for Q1 2021, up 4.4% quarter-over-quarter.
- 11 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2021 and 10 closed out, a net change of +1 holder.
- The largest Fidelity Low Volatility Factor ETF buyer in Q1 2021 was Atria Investments, an estimated $1.57M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q1 2021 was Bank of America, an estimated $1.71M sold.
Based on aggregated 13F filings for Q1 2021.