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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
29
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWC
Abundance Wealth Counselors
Pennsylvania
$10.7M
2
NA
NewEdge Advisors
Louisiana
$3.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$34M
4
RIG
Roosevelt Investment Group
New York
$18.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.88M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.74M
3
Jane Street
Jane Street
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.3M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.55M +$3.98K +76 +0.3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.54M +$941K +17,976 +158%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.45M -$22.4K -428 -2%
ATC
29
Argent Trust Co
Tennessee
$1.21M +$95.4K +1,823 +9%
SAM
30
Sequent Asset Management
Texas
$1.19M – – –
DADC
31
D.A. Davidson & Co
Montana
$1.05M +$47.1K +900 +5%
AW
32
ACG Wealth
Georgia
$1.04M +$1.04M +19,915 New
Goldman Sachs
33
Goldman Sachs
New York
$909K +$909K +17,377 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$806K -$515K -9,839 -39%
PAG
35
Private Advisor Group
New Jersey
$659K +$659K +12,591 New
AWM
36
AllSquare Wealth Management
New York
$625K -$2.62K -50 -0.4%
KM
37
Kalos Management
Georgia
$608K +$39.8K +784 +7%
FTS
38
Fifth Third Securities
Ohio
$556K +$65K +1,243 +13%
MML Investors Services
39
MML Investors Services
Massachusetts
$525K +$59.8K +1,145 +13%
AWM
40
AE Wealth Management
Kansas
$467K +$16K +307 +4%
BCM
41
Brookstone Capital Management
Illinois
$462K -$5.47K -108 -1%
RJA
42
Raymond James & Associates
Florida
$425K +$425K +8,119 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$407K +$471 +9 +0.1%
AAS
44
Avantax Advisory Services
Texas
$380K +$40.7K +778 +12%
CA
45
Cetera Advisors
Colorado
$340K -$15.8K -303 -4%
VAM
46
Verity Asset Management
North Carolina
$333K +$40K +764 +14%
SCA
47
Southern Capital Advisors
Tennessee
$320K +$320K +6,119 New
DWM
48
Darwin Wealth Management
Florida
$319K -$99.2K -2,031 -24%
SPC
49
Sigma Planning Corp
Michigan
$317K +$9.05K +173 +3%
SFPG
50
Stonebridge Financial Planning Group
Florida
$303K – – –
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