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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

67 hedge funds and large institutions have $238M invested in Fidelity Low Volatility Factor ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
23
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$27.4M
2
Citigroup
Citigroup
New York
$23M
3
ASN
Advisory Services Network
Georgia
$8.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.2M
5
LNC
Lincoln National Corp
Pennsylvania
$7.25M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
$9.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.74M
3
KAS
Kestra Advisory Services
Texas
$12.6M
4
IAIM
International Assets Investment Management
Florida
$532K
5
DADC
D.A. Davidson & Co
Montana
$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.36M -$293K -6,223 -18%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.32M -$21.6K -457 -2%
SAM
28
Sequent Asset Management
Texas
$1.07M +$525K +11,133 +96%
Goldman Sachs
29
Goldman Sachs
New York
$1.06M – – –
Jane Street
30
Jane Street
New York
$947K +$600K +12,727 +173%
DADC
31
D.A. Davidson & Co
Montana
$919K -$945K -20,050 -51%
ATC
32
Argent Trust Co
Tennessee
$863K – – –
AWM
33
AllSquare Wealth Management
New York
$626K -$1.89K -40 -0.3%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$616K -$762K -16,142 -55%
MBTD
35
Mechanics Bank - Trust Department
California
$542K +$542K +11,500 New
IAIM
36
International Assets Investment Management
Florida
$532K -$1.11M -23,553 -68%
KM
37
Kalos Management
Georgia
$521K -$35.1K -718 -6%
BCM
38
Brookstone Capital Management
Illinois
$469K +$152K +3,149 +48%
AWM
39
AE Wealth Management
Kansas
$453K -$32.4K -688 -7%
DWM
40
Darwin Wealth Management
Florida
$407K -$192K -4,077 -32%
MML Investors Services
41
MML Investors Services
Massachusetts
$399K +$41.2K +874 +12%
Citadel Advisors
42
Citadel Advisors
Florida
$320K +$320K +6,778 New
VAM
43
Verity Asset Management
North Carolina
$316K -$90.4K -1,916 -22%
CA
44
Cetera Advisors
Colorado
$309K +$8.77K +186 +3%
SIC
45
Samalin Investment Counsel
New York
$307K -$13.5K -287 -4%
SFPG
46
Stonebridge Financial Planning Group
Florida
$302K -$53.2K -1,100 -15%
HA
47
HYA Advisors
Missouri
$297K +$896 +19 +0.3%
IAN
48
Integrated Advisors Network
Texas
$295K +$13.1K +277 +5%
SPIA
49
Steward Partners Investment Advisory
New York
$271K -$18.4K -390 -6%
SPC
50
Sigma Planning Corp
Michigan
$270K -$9.4K -199 -3%
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