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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

97 hedge funds and large institutions have $836M invested in Fidelity Low Volatility Factor ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$565M
2
GC
GFG Capital
Florida
$9.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.8M
4
RPCA
Running Point Capital Advisors
California
$6.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.02M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$13.1M
2
AAS
Ameritas Advisory Services
Nebraska
$7.57M
3
UBS Group
UBS Group
Switzerland
$774K
4
LNC
Lincoln National Corp
Pennsylvania
$3.02M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.49M +$41.3K +779 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.44M -$1.86M -35,087 -43%
WCG
28
Weaver Consulting Group
California
$2.41M -$5.99K -113 -0.2%
CAN
29
Cetera Advisor Networks
California
$2.35M +$1.79M +33,729 +317%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.22M +$1.55M +29,258 +232%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$2.21M +$575K +10,861 +35%
SXL
32
Summit X LLC
Missouri
$2.06M -$1.87M -35,341 -48%
ACM
33
Absolute Capital Management
Pennsylvania
$1.75M +$1.53M +28,811 +689%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$53.8K +1,016 +4%
ATC
35
Argent Trust Co
Tennessee
$1.46M – – –
PAG
36
Private Advisor Group
New Jersey
$1.43M +$106K +2,010 +8%
AAS
37
Asset Allocation Strategies
Michigan
$1.38M +$76.2K +1,439 +6%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$1.35M – – –
SAM
39
Sequent Asset Management
Texas
$1.2M – – –
PCS
40
Personal CFO Solutions
New Jersey
$1.17M +$1.17M +22,001 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$77.6K +1,465 +7%
ASN
42
Advisory Services Network
Georgia
$1.01M -$51.3K -969 -5%
DADC
43
D.A. Davidson & Co
Montana
$990K -$268K -5,062 -21%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$912K +$7.31K +138 +0.8%
UBS Group
45
UBS Group
Switzerland
$774K -$6.24M -117,711 -89%
GVAG
46
Great Valley Advisor Group
Delaware
$754K +$754K +14,243 New
Morgan Stanley
47
Morgan Stanley
New York
$694K +$243K +4,592 +54%
HCM
48
Howard Capital Management
Georgia
$683K +$683K +12,898 New
Stifel Financial
49
Stifel Financial
Missouri
$659K +$418K +7,887 +173%
WIM
50
Westside Investment Management
California
$641K +$41.1K +775 +7%
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