Fidelity Low Volatility Factor ETF
FDLO
80 hedge funds and large institutions have $213M invested in Fidelity Low Volatility Factor ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
4% more funds holding
Funds holding: 77 → 80 (+3)
2.3% less ownership
Funds ownership: 56.55% → 54.24% (-2.3%)
18% less capital invested
Capital invested by funds: $259M → $213M (-$46.6M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.67M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.39M |
| 4 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$1.13M |
| 5 |
RPCA
Running Point Capital Advisors
El Segundo,
California
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$42.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.59M |
| 3 |
Goldman Sachs
New York
|
-$657K |
| 4 |
BWIA
Bryant Woods Investment Advisors
Getzville,
New York
|
-$507K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$324K |
FDLO Hedge Fund Activity: Q3 2022 in Review
80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2022, worth a combined $213M — down 18% from $259M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDLO positions and 7 closed out — a net gain of 3 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $3.67M. The largest seller was Bank of America, cutting an estimated $42.9M.
- 80 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2022, up from 77 in Q2 2022.
- Funds reported $213M of Fidelity Low Volatility Factor ETF stock for Q3 2022, down 18% quarter-over-quarter.
- 10 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2022 and 7 closed out, a net change of +3 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q3 2022 was Kestra Advisory Services, an estimated $3.67M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q3 2022 was Bank of America, an estimated $42.9M sold.
Based on aggregated 13F filings for Q3 2022.