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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

69 hedge funds and large institutions have $204M invested in Fidelity Low Volatility Factor ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
29
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$6.28M
2
KAS
Kestra Advisory Services
Texas
+$2.02M
3
GM
GeoWealth Management
Illinois
+$1.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.43M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.27M

Top Sellers

1
Citigroup
Citigroup
New York
-$23M
2
AWC
Abundance Wealth Counselors
Pennsylvania
-$9.3M
3
ASN
Advisory Services Network
Georgia
-$6.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.43M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.35M +$1.12M +23,485 +475%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.34M -$29.7K -626 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.2M +$579K +12,192 +93%
SAM
29
Sequent Asset Management
Texas
$1.08M – – –
ATC
30
Argent Trust Co
Tennessee
$1.01M +$140K +2,955 +16%
DADC
31
D.A. Davidson & Co
Montana
$908K -$18K -379 -2%
AWM
32
AllSquare Wealth Management
New York
$570K -$61.3K -1,290 -10%
KM
33
Kalos Management
Georgia
$569K +$27.9K +549 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$543K -$789K -16,570 -59%
IAIM
35
International Assets Investment Management
Florida
$505K -$31.4K -661 -6%
BCM
36
Brookstone Capital Management
Illinois
$446K -$23.8K -493 -5%
FTS
37
Fifth Third Securities
Ohio
$446K +$446K +9,392 New
MML Investors Services
38
MML Investors Services
Massachusetts
$423K +$20.7K +436 +5%
AWM
39
AE Wealth Management
Kansas
$410K -$46.5K -978 -10%
DWM
40
Darwin Wealth Management
Florida
$407K -$2.9K -61 -0.7%
IWC
41
Integrated Wealth Concepts
Massachusetts
$369K +$369K +7,770 New
CA
42
Cetera Advisors
Colorado
$324K +$12.2K +257 +4%
SFPG
43
Stonebridge Financial Planning Group
Florida
$316K – – –
AAS
44
Avantax Advisory Services
Texas
$310K +$56.3K +1,179 +22%
IAN
45
Integrated Advisors Network
Texas
$281K -$15.8K -333 -5%
SPC
46
Sigma Planning Corp
Michigan
$280K +$8.09K +170 +3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$278K +$278K +5,848 New
SPIA
48
Steward Partners Investment Advisory
New York
$271K -$2.23K -47 -0.8%
Citadel Advisors
49
Citadel Advisors
Florida
$267K -$55K -1,157 -17%
VAM
50
Verity Asset Management
North Carolina
$266K -$52K -1,095 -16%
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