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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

83 hedge funds and large institutions have $284M invested in Fidelity Low Volatility Factor ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
27
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$8.22M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.9M
3
RJA
Raymond James & Associates
Florida
$3.12M
4
Jane Street
Jane Street
New York
$2.07M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.65M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
$0
2
AAS
Ameritas Advisory Services
Nebraska
$5.69M
3
Osaic Holdings
Osaic Holdings
Arizona
$19.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$33.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.65M +$1.33M +26,640 +420%
AWM
27
AE Wealth Management
Kansas
$1.61M +$575K +11,481 +56%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$23.7K -473 -2%
ATC
29
Argent Trust Co
Tennessee
$1.38M – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.37M +$1.27M +25,435 +1,296%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$1.28M -$370K -7,383 -22%
PAG
32
Private Advisor Group
New Jersey
$1.27M -$55.1K -1,087 -4%
DADC
33
D.A. Davidson & Co
Montana
$1.26M -$20K -400 -2%
AAS
34
Asset Allocation Strategies
Michigan
$1.16M +$1.16M +23,168 New
SAM
35
Sequent Asset Management
Texas
$1.14M – – –
ASN
36
Advisory Services Network
Georgia
$1.11M -$39.6K -791 -3%
PFS
37
Prospera Financial Services
Texas
$1.1M +$1.1M +22,047 New
FTUS
38
Flow Traders U.S.
New York
$1.03M +$1.03M +20,595 New
CAN
39
Cetera Advisor Networks
California
$882K -$295K -5,893 -25%
TSWM
40
Tyler-Stone Wealth Management
Ohio
$826K +$826K +16,487 New
Morgan Stanley
41
Morgan Stanley
New York
$718K +$443K +8,850 +162%
BWIA
42
Bryant Woods Investment Advisors
New York
$700K -$70.6K -1,409 -9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$611K -$168K -3,357 -22%
KIG
44
Kowal Investment Group
Wisconsin
$563K +$563K +11,232 New
PCA
45
Pallas Capital Advisors
Massachusetts
$539K +$539K +10,732 New
SIC
46
Samalin Investment Counsel
New York
$520K -$15.1K -302 -3%
MML Investors Services
47
MML Investors Services
Massachusetts
$515K +$8.12K +162 +2%
WIM
48
Westside Investment Management
California
$514K +$113K +2,250 +28%
AWM
49
AllSquare Wealth Management
New York
$502K – – –
VAM
50
Verity Asset Management
North Carolina
$490K -$445K -8,890 -48%
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