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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

129 hedge funds and large institutions have $934M invested in Fidelity Low Volatility Factor ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
27
Increased
42
Reduced
39
Closed
6
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$574M
2
SBH
Segall Bryant & Hamill
Illinois
$17M
3
AWC
Abundance Wealth Counselors
Pennsylvania
$12M
4
SC
Sykon Capital
New York
$11.8M
5
WA
Win Advisors
Florida
$9.39M

Top Sellers

1
ACM
Absolute Capital Management
Pennsylvania
$258K
2
Morgan Stanley
Morgan Stanley
New York
$6.76M
3
NA
NewEdge Advisors
Louisiana
$6.45M
4
Corient Private Wealth
Corient Private Wealth
Florida
$17.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$3.53M +$8.16K +133 +0.2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.45M +$1.35M +22,029 +64%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.21M -$868K -14,150 -21%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.99M -$7.42K -121 -0.2%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.76M +$2.76M +45,000 New
WCG
31
Weaver Consulting Group
California
$2.75M -$25.3K -412 -0.9%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.63M -$322K -5,255 -11%
ACM
33
Advisors Capital Management
New Jersey
$2.22M -$14.8K -241 -0.7%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$2.1M +$1.05M +17,040 +100%
Stifel Financial
35
Stifel Financial
Missouri
$2.05M +$328K +5,341 +19%
AAS
36
Asset Allocation Strategies
Michigan
$1.85M +$3.68K +60 +0.2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$7.61K +124 +0.4%
ATC
38
Argent Trust Co
Tennessee
$1.68M -$15K -245 -0.9%
Jane Street
39
Jane Street
New York
$1.51M +$1.51M +24,675 New
SAM
40
Sequent Asset Management
Texas
$1.39M – – –
VAM
41
Verity Asset Management
North Carolina
$1.33M +$117K +1,910 +10%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.32M -$202K -3,290 -13%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.28M -$280K -4,567 -18%
Citadel Advisors
44
Citadel Advisors
Florida
$1.19M +$350K +5,703 +42%
HCM
45
Howard Capital Management
Georgia
$1.09M +$60.9K +993 +6%
WIM
46
Westside Investment Management
California
$983K -$61.7K -1,006 -6%
GVAG
47
Great Valley Advisor Group
Delaware
$874K +$123 +2 +0%
ASN
48
Advisory Services Network
Georgia
$845K – – –
PCA
49
Pallas Capital Advisors
Massachusetts
$824K +$43.8K +713 +6%
MML Investors Services
50
MML Investors Services
Massachusetts
$762K -$22.6K -369 -3%
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