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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

79 hedge funds and large institutions have $242M invested in Fidelity Low Volatility Factor ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
25
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$40.3M
2
SXL
Summit X LLC
Missouri
$4.68M
3
Goldman Sachs
Goldman Sachs
New York
$2.78M
4
BFA
BMS Financial Advisors
South Dakota
$717K
5
VAM
Verity Asset Management
North Carolina
$887K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.1M
2
KAS
Kestra Advisory Services
Texas
$13.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.8M
4
EFH
Eaton Financial Holdings
Florida
$0
5
AAS
Asset Allocation Strategies
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.38M +$393K +8,276 +40%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.34M -$61.4K -1,293 -4%
ATC
28
Argent Trust Co
Tennessee
$1.31M – – –
BFG
29
Barber Financial Group
Kansas
$1.27M – – –
PAG
30
Private Advisor Group
New Jersey
$1.24M -$50.3K -1,060 -4%
DADC
31
D.A. Davidson & Co
Montana
$1.22M +$428K +9,005 +54%
CAN
32
Cetera Advisor Networks
California
$1.12M +$36.8K +774 +3%
ASN
33
Advisory Services Network
Georgia
$1.09M -$68.5K -1,443 -6%
SAM
34
Sequent Asset Management
Texas
$1.08M – – –
AWM
35
AE Wealth Management
Kansas
$981K +$236K +4,980 +32%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$909K -$35.7K -752 -4%
VAM
37
Verity Asset Management
North Carolina
$887K +$453K +9,543 +105%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$739K -$49.7K -1,047 -6%
BWIA
39
Bryant Woods Investment Advisors
New York
$730K -$257K -5,413 -26%
BFA
40
BMS Financial Advisors
South Dakota
$717K +$717K +15,095 New
SIC
41
Samalin Investment Counsel
New York
$507K +$142 +3 +0%
AWM
42
AllSquare Wealth Management
New York
$496K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$480K -$6.36K -134 -1%
SPC
44
Sigma Planning Corp
Michigan
$392K +$13.1K +275 +3%
BCM
45
Brookstone Capital Management
Illinois
$389K -$23.2K -479 -6%
KM
46
Kalos Management
Georgia
$387K +$99.6K +2,097 +35%
WIM
47
Westside Investment Management
California
$381K – – –
RJA
48
Raymond James & Associates
Florida
$376K -$2.33K -49 -0.6%
IWC
49
Integrated Wealth Concepts
Massachusetts
$372K +$570 +12 +0.2%
UBS Group
50
UBS Group
Switzerland
$305K +$177K +3,723 +138%
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