Fidelity Low Volatility Factor ETF
FDLO
77 hedge funds and large institutions have $236M invested in Fidelity Low Volatility Factor ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more capital invested
Capital invested by funds: $204M → $236M (+$31.6M)
12% more funds holding
Funds holding: 69 → 77 (+8)
4.28% more ownership
Funds ownership: 41.72% → 46% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$10.3M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.96M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.72M |
| 4 |
RIG
Roosevelt Investment Group
New York
|
+$1.82M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.9M |
| 2 |
Jane Street
New York
|
-$2.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.84M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.71M |
| 5 |
Morgan Stanley
New York
|
-$1.18M |
FDLO Hedge Fund Activity: Q4 2021 in Review
77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2021, worth a combined $236M — up 15% from $204M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FDLO positions and 10 closed out — a net gain of 10 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Abundance Wealth Counselors, opening a new position worth an estimated $10.3M. The largest seller was Bank of America, cutting an estimated $15.9M.
- 77 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2021, up from 69 in Q3 2021.
- Funds reported $236M of Fidelity Low Volatility Factor ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 20 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2021 and 10 closed out, a net change of +10 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2021 was Abundance Wealth Counselors, an estimated $10.3M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2021 was Bank of America, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2021.