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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

103 hedge funds and large institutions have $698M invested in Fidelity Low Volatility Factor ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
37
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.08M
2
AAS
Ameritas Advisory Services
Nebraska
$14.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.48M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.19M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.77M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$394M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.37M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$37.5M
4
SXL
Summit X LLC
Missouri
$215K
5
AWM
AE Wealth Management
Kansas
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$3.26M +$767K +13,651 +31%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.19M +$3.19M +56,747 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.8M +$210K +3,735 +8%
MBTD
29
Mechanics Bank - Trust Department
California
$2.72M +$4.44K +79 +0.2%
ACM
30
Absolute Capital Management
Pennsylvania
$2.67M +$815K +14,504 +44%
WCG
31
Weaver Consulting Group
California
$2.55M -$1.01K -18 -0%
ACM
32
Advisors Capital Management
New Jersey
$2.51M -$202K -3,592 -7%
PCS
33
Personal CFO Solutions
New Jersey
$2.16M +$926K +16,479 +75%
AWM
34
AE Wealth Management
Kansas
$1.96M -$1.92M -34,202 -50%
AAS
35
Asset Allocation Strategies
Michigan
$1.56M +$93.7K +1,668 +6%
ATC
36
Argent Trust Co
Tennessee
$1.55M – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$41.5K -738 -3%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.51M -$841K -14,975 -36%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$1.43M -$2.81K -50 -0.2%
PAG
40
Private Advisor Group
New Jersey
$1.32M -$198K -3,520 -13%
SAM
41
Sequent Asset Management
Texas
$1.28M – – –
Stifel Financial
42
Stifel Financial
Missouri
$1.15M +$453K +8,072 +65%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$138K -2,465 -11%
ASN
44
Advisory Services Network
Georgia
$1.01M -$56.5K -1,006 -5%
TSWM
45
Tyler-Stone Wealth Management
Ohio
$982K +$14K +250 +1%
HCM
46
Howard Capital Management
Georgia
$906K +$181K +3,224 +25%
GVAG
47
Great Valley Advisor Group
Delaware
$800K +$112 +2 +0%
WIM
48
Westside Investment Management
California
$796K +$116K +2,070 +17%
PCA
49
Pallas Capital Advisors
Massachusetts
$656K +$19K +338 +3%
KIG
50
Kowal Investment Group
Wisconsin
$633K -$15.3K -273 -2%
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