FDLO icon

Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

77 hedge funds and large institutions have $259M invested in Fidelity Low Volatility Factor ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
19
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$42.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.8M
3
BFG
Barber Financial Group
Kansas
+$1.47M
4
Osaic Holdings
Osaic Holdings
Arizona
+$676K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$654K

Top Sellers

1
GM
GeoWealth Management
Illinois
-$12.9M
2
AWM
AE Wealth Management
Kansas
-$4.12M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.08M
4
KAS
Kestra Advisory Services
Texas
-$1.79M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Empirical Asset Management
Massachusetts
$1.3M -$346K -7,757 -21%
PAG
27
Private Advisor Group
New Jersey
$1.26M -$438K -9,827 -26%
ATC
28
Argent Trust Co
Tennessee
$1.25M – – –
ASN
29
Advisory Services Network
Georgia
$1.14M -$78.8K -1,766 -6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$30.9K +693 +3%
SAM
31
Sequent Asset Management
Texas
$1.01M – – –
AW
32
ACG Wealth
Georgia
$877K – – –
DADC
33
D.A. Davidson & Co
Montana
$786K -$9.37K -210 -1%
Goldman Sachs
34
Goldman Sachs
New York
$657K -$118K -2,652 -15%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$643K +$643K +14,120 New
IA
36
IFP Advisors
Florida
$517K – – –
RPCA
37
Running Point Capital Advisors
California
$482K +$482K +10,812 New
Jane Street
38
Jane Street
New York
$472K +$472K +10,588 New
AWM
39
AllSquare Wealth Management
New York
$461K -$17.8K -400 -4%
AWM
40
AE Wealth Management
Kansas
$450K -$4.12M -92,396 -90%
MML Investors Services
41
MML Investors Services
Massachusetts
$421K -$22.2K -498 -5%
Citadel Advisors
42
Citadel Advisors
Florida
$401K -$1.18M -26,560 -75%
BCM
43
Brookstone Capital Management
Illinois
$389K -$10.1K -223 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$356K -$1.52M -34,040 -81%
IWC
45
Integrated Wealth Concepts
Massachusetts
$348K +$491 +11 +0.1%
AAS
46
Avantax Advisory Services
Texas
$342K +$17.8K +400 +6%
DWM
47
Darwin Wealth Management
Florida
$303K -$4.71K -100 -2%
RJA
48
Raymond James & Associates
Florida
$300K -$33.7K -756 -10%
SPC
49
Sigma Planning Corp
Michigan
$286K -$11.3K -253 -4%
SFPG
50
Stonebridge Financial Planning Group
Florida
$279K – – –
1
2
3 4