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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
–
Holders Change %
0%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
59
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.13M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M
3
FIA
Foundations Investment Advisors
Arizona
+$2.95M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.19M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.92M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
-$6.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
3
GC
GFG Capital
Florida
-$2.11M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$1.85M
5
SBH
Segall Bryant & Hamill
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$4.51M +$4.13M +68,157 +1,088%
FIA
27
Foundations Investment Advisors
Arizona
$3.99M +$2.95M +48,634 +282%
MBTD
28
Mechanics Bank - Trust Department
California
$3.77M -$32.4K -535 -0.9%
Stifel Financial
29
Stifel Financial
Missouri
$2.88M +$240K +3,964 +9%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.75M +$249K +4,113 +10%
WCG
31
Weaver Consulting Group
California
$2.69M -$24.2K -400 -0.9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.59M -$831K -13,705 -24%
HCM
33
Howard Capital Management
Georgia
$2.56M +$596K +9,829 +30%
ACM
34
Advisors Capital Management
New Jersey
$2.16M -$56.3K -928 -3%
TSWM
35
Tyler-Stone Wealth Management
Ohio
$2.07M +$3.09K +51 +0.1%
CAL
36
Capital Analysts LLC
Pennsylvania
$2.02M -$142K -2,348 -7%
AAS
37
Asset Allocation Strategies
Michigan
$1.94M -$155K -2,551 -7%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$23K +379 +1%
TWP
39
Tempus Wealth Planning
California
$1.68M – – –
KPWS
40
Kestra Private Wealth Services
Texas
$1.49M +$253K +4,181 +21%
ATC
41
Argent Trust Co
Tennessee
$1.45M -$205K -3,382 -12%
SAM
42
Sequent Asset Management
Texas
$1.38M – – –
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.29M +$3.88K +64 +0.3%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$1.27M – – –
Citadel Advisors
45
Citadel Advisors
Florida
$1.15M +$1.15M +19,050 New
NL
46
NVWM LLC
Pennsylvania
$1.13M +$21.5K +355 +2%
WIM
47
Westside Investment Management
California
$893K -$57.6K -950 -6%
Jane Street
48
Jane Street
New York
$869K +$869K +14,342 New
GVAG
49
Great Valley Advisor Group
Delaware
$866K +$121 +2 +0%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$833K -$45.5K -751 -5%
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