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Fidelity Low Volatility Factor ETF
FDLO

108 hedge funds and large institutions have $747M invested in Fidelity Low Volatility Factor ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

7% more capital invested

Capital invested by funds: $698M → $747M (+$49.7M)

5% more funds holding

Funds holding: 103 → 108 (+5)

0.34% less ownership

Funds ownership: 68.62% → 68.28% (-0.34%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
40
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.79M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.69M
4
ACM
Absolute Capital Management
Pennsylvania
+$1.53M
5
AWM
AE Wealth Management
Kansas
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
AWC
Abundance Wealth Counselors
Pennsylvania
-$11.8M
2
Jane Street
Jane Street
New York
-$4.41M
3
LNC
Lincoln National Corp
Pennsylvania
-$3.33M
4
PCS
Personal CFO Solutions
New Jersey
-$2.16M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$2.74M -$805K -14,474 -23%
WCG
27
Weaver Consulting Group
California
$2.58M -$11.7K -211 -0.5%
ACM
28
Advisors Capital Management
New Jersey
$2.08M -$461K -8,294 -19%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.95M -$1.25M -22,476 -40%
AAS
30
Asset Allocation Strategies
Michigan
$1.72M +$127K +2,283 +8%
Stifel Financial
31
Stifel Financial
Missouri
$1.6M +$420K +7,556 +37%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$27.1K +488 +2%
ATC
33
Argent Trust Co
Tennessee
$1.57M – – –
RCAG
34
Rehmann Capital Advisory Group
Michigan
$1.45M +$56 +1 +0%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.41M +$313K +5,621 +29%
SAM
36
Sequent Asset Management
Texas
$1.3M – – –
VAM
37
Verity Asset Management
North Carolina
$1.13M +$592K +10,651 +117%
TSWM
38
Tyler-Stone Wealth Management
Ohio
$977K -$19.5K -350 -2%
WIM
39
Westside Investment Management
California
$971K +$159K +2,856 +20%
HCM
40
Howard Capital Management
Georgia
$959K +$38.3K +688 +4%
ASN
41
Advisory Services Network
Georgia
$845K -$177K -3,187 -18%
GVAG
42
Great Valley Advisor Group
Delaware
$813K +$167 +3 +0%
Citadel Advisors
43
Citadel Advisors
Florida
$780K +$299K +5,373 +65%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$766K +$291K +5,230 +64%
PCA
45
Pallas Capital Advisors
Massachusetts
$744K +$57.7K +1,037 +9%
MML Investors Services
46
MML Investors Services
Massachusetts
$729K -$785K -14,107 -52%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$686K +$669K +12,034 New
KIG
48
Kowal Investment Group
Wisconsin
$685K +$41.2K +740 +7%
SIC
49
Samalin Investment Counsel
New York
$579K +$56 +1 +0%
AWM
50
AllSquare Wealth Management
New York
$567K – – –
1
2
3 4 5

FDLO Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2024, worth a combined $747M — up 7.1% from $698M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDLO positions and 14 closed out — a net gain of 7 holders — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $58.5M. The largest seller was Abundance Wealth Counselors, exiting entirely with an estimated $11.8M sold.

  • 108 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2024, up from 103 in Q1 2024.
  • Funds reported $747M of Fidelity Low Volatility Factor ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 21 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2024 and 14 closed out, a net change of +7 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2024 was Fidelity Investments, an estimated $58.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2024 was Abundance Wealth Counselors, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.