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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

85 hedge funds and large institutions have $326M invested in Fidelity Low Volatility Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
29
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$78.2M
2
AWC
Abundance Wealth Counselors
Pennsylvania
$10.4M
3
AAS
Ameritas Advisory Services
Nebraska
$13.2M
4
UBS Group
UBS Group
Switzerland
$6.44M
5
ACM
Advisors Capital Management
New Jersey
$3.41M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$18.6M
2
Jane Street
Jane Street
New York
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.1M
4
SXL
Summit X LLC
Missouri
$3.61M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.25M +$64.3K +1,323 +3%
WCG
27
Weaver Consulting Group
California
$2.22M -$158K -3,250 -7%
AWM
28
AE Wealth Management
Kansas
$2.02M +$459K +9,437 +29%
PFS
29
Prospera Financial Services
Texas
$1.71M +$642K +13,192 +60%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.5M +$165K +3,385 +12%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.5M -$107K -2,199 -7%
ATC
32
Argent Trust Co
Tennessee
$1.34M – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.33M -$25.6K -526 -2%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$1.24M +$49 +1 +0%
PAG
35
Private Advisor Group
New Jersey
$1.21M -$8.95K -184 -0.7%
AAS
36
Asset Allocation Strategies
Michigan
$1.2M +$73.4K +1,509 +7%
DADC
37
D.A. Davidson & Co
Montana
$1.16M -$72K -1,481 -6%
SAM
38
Sequent Asset Management
Texas
$1.1M – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$981K +$387K +7,962 +65%
ASN
40
Advisory Services Network
Georgia
$971K -$109K -2,251 -10%
TSWM
41
Tyler-Stone Wealth Management
Ohio
$831K +$29.2K +600 +4%
KWS
42
Keystone Wealth Services
California
$823K +$823K +16,921 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$811K +$811K +16,680 New
RWB
44
RMR Wealth Builders
New Jersey
$667K +$667K +13,723 New
MML Investors Services
45
MML Investors Services
Massachusetts
$613K +$114K +2,341 +23%
PCA
46
Pallas Capital Advisors
Massachusetts
$565K +$49.1K +1,020 +10%
WIM
47
Westside Investment Management
California
$551K +$51.8K +1,065 +10%
CAN
48
Cetera Advisor Networks
California
$517K -$339K -6,978 -40%
KIG
49
Kowal Investment Group
Wisconsin
$514K -$32.1K -660 -6%
AWM
50
AllSquare Wealth Management
New York
$508K – – –
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