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Fidelity Low Volatility Factor ETF
FDLO

140 hedge funds and large institutions have $992M invested in Fidelity Low Volatility Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

9% more funds holding

Funds holding: 129 → 140 (+11)

6% more capital invested

Capital invested by funds: $934M → $992M (+$57.9M)

2.82% more ownership

Funds ownership: 72.8% → 75.62% (+2.8%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
53
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.7M
2
Bank of America
Bank of America
North Carolina
+$6.65M
3
Two Sigma Investments
Two Sigma Investments
New York
+$2.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.33M
5
TWP
Tempus Wealth Planning
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
SC
Sykon Capital
New York
-$11.8M
2
WA
Win Advisors
Florida
-$9.39M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.56M
4
Jane Street
Jane Street
New York
-$1.51M
5
CAL
Capital Analysts LLC
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.42M +$483K +7,818 +16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.25M +$87.8K +1,423 +3%
WCG
28
Weaver Consulting Group
California
$2.71M -$8.7K -141 -0.3%
Stifel Financial
29
Stifel Financial
Missouri
$2.64M +$629K +10,184 +30%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.5M -$94K -1,523 -4%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.45M -$983K -15,932 -28%
ACM
32
Advisors Capital Management
New Jersey
$2.22M +$22.4K +363 +1%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.16M -$1.35M -21,839 -38%
AAS
34
Asset Allocation Strategies
Michigan
$2.15M +$271K +4,396 +15%
TSWM
35
Tyler-Stone Wealth Management
Ohio
$2.07M -$3.52K -57 -0.2%
HCM
36
Howard Capital Management
Georgia
$1.96M +$900K +14,585 +82%
SOS
37
Silver Oak Securities
Tennessee
$1.81M +$1.44M +23,386 +365%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$7.41K +120 +0.4%
TWP
39
Tempus Wealth Planning
California
$1.68M +$1.71M +27,700 New
ATC
40
Argent Trust Co
Tennessee
$1.66M – – –
SAM
41
Sequent Asset Management
Texas
$1.38M – – –
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$12.2K -197 -0.9%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.27M +$62 +1 +0%
KPWS
44
Kestra Private Wealth Services
Texas
$1.23M +$622K +10,070 +98%
HFA
45
Hershey Financial Advisers
Pennsylvania
$1.2M +$1.22M +19,768 New
NL
46
NVWM LLC
Pennsylvania
$1.1M +$1.13M +18,229 New
FIA
47
Foundations Investment Advisors
Arizona
$1.04M +$508K +8,236 +92%
WIM
48
Westside Investment Management
California
$950K -$21.3K -345 -2%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$878K +$267K +4,323 +43%
GVAG
50
Great Valley Advisor Group
Delaware
$865K +$1.73K +28 +0.2%
1
2
3 4 5

FDLO Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2024, worth a combined $992M — up 6.2% from $934M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FDLO positions and 13 closed out — a net gain of 14 holders — while 53 added to existing stakes and 37 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $57.7M. The largest seller was Sykon Capital, exiting entirely with an estimated $11.8M sold.

  • 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $992M of Fidelity Low Volatility Factor ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 27 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2024 and 13 closed out, a net change of +14 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2024 was Fidelity Investments, an estimated $57.7M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2024 was Sykon Capital, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.