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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

80 hedge funds and large institutions have $274M invested in Fidelity Low Volatility Factor ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
29
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$24.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.9M
4
KAS
4
Kestra Advisory Services
Texas
$18.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$19.3M

Top Sellers

1
BFA
1
BMS Financial Advisors
South Dakota
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$957K
3
BWIA
3
Bryant Woods Investment Advisors
New York
$960K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.49M
5
AIP
5
Ahrens Investment Partners
Louisiana
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$161K +3,492 +13%
ATC
27
Argent Trust Co
Tennessee
$1.27M -$24.1K -521 -2%
BFG
28
Barber Financial Group
Kansas
$1.24M +$35.7K +774 +3%
ASN
29
Advisory Services Network
Georgia
$1.13M -$14.6K -316 -1%
AAS
30
Asset Allocation Strategies
Michigan
$1.08M +$1.08M +23,440 New
CAN
31
Cetera Advisor Networks
California
$1.05M +$1.05M +22,727 New
SAM
32
Sequent Asset Management
Texas
$1.05M – – –
EAM
33
Empirical Asset Management
Massachusetts
$1M -$87.1K -1,885 -8%
BWIA
34
Bryant Woods Investment Advisors
New York
$960K -$605K -13,092 -39%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$957K -$804K -17,411 -46%
Citadel Advisors
36
Citadel Advisors
Florida
$935K +$594K +12,862 +174%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$919K +$919K +19,892 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$775K -$94.2K -2,018 -11%
DADC
39
D.A. Davidson & Co
Montana
$768K -$55K -1,191 -7%
AWM
40
AE Wealth Management
Kansas
$724K +$490K +10,608 +209%
IA
41
IFP Advisors
Florida
$517K -$15.6K -501 -3%
SIC
42
Samalin Investment Counsel
New York
$493K +$493K +10,675 New
AWM
43
AllSquare Wealth Management
New York
$483K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$473K -$41.7K -904 -8%
SCA
45
Southern Capital Advisors
Tennessee
$431K +$117K +2,540 +37%
VAM
46
Verity Asset Management
North Carolina
$422K +$422K +9,129 New
BCM
47
Brookstone Capital Management
Illinois
$398K -$6.3K -135 -2%
AAS
48
Avantax Advisory Services
Texas
$393K +$32.6K +707 +9%
SPC
49
Sigma Planning Corp
Michigan
$368K -$24.9K -539 -6%
RJA
50
Raymond James & Associates
Florida
$368K +$13.5K +292 +4%
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