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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

156 hedge funds and large institutions have $864M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+16
Holders Change %
+11.43%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
53
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$11.1M
2
Bank of America
Bank of America
North Carolina
$27.9M
3
HCM
Howard Capital Management
Georgia
$5.08M
4
Citadel Advisors
Citadel Advisors
Florida
$3.11M
5
KAS
Kestra Advisory Services
Texas
$21.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$498M
2
AAS
Ameritas Advisory Services
Nebraska
$8.19M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$4.39M -$4.99M -81,571 -53%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.23M -$3.67M -58,485 -53%
Stifel Financial
28
Stifel Financial
Missouri
$3.12M +$131K +2,089 +4%
Citadel Advisors
29
Citadel Advisors
Florida
$3.11M +$1.91M +30,405 +160%
WCG
30
Weaver Consulting Group
California
$2.76M -$27.3K -435 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.58M -$102K -1,632 -4%
ACM
32
Advisors Capital Management
New Jersey
$2.18M -$54.6K -869 -2%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.13M +$39.8K +634 +2%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$2.13M -$17.7K -282 -0.8%
TWP
35
Tempus Wealth Planning
California
$1.75M +$5.9K +94 +0.3%
KPWS
36
Kestra Private Wealth Services
Texas
$1.64M +$97.1K +1,546 +6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.58M -$224K -3,567 -12%
ATC
38
Argent Trust Co
Tennessee
$1.43M -$75.7K -1,205 -5%
SAM
39
Sequent Asset Management
Texas
$1.43M – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.37M +$1.37M +21,833 New
AAS
41
Asset Allocation Strategies
Michigan
$1.37M -$637K -10,142 -32%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$1.31M +$63 +1 +0%
NL
43
NVWM LLC
Pennsylvania
$1.24M +$69.3K +1,104 +6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$278K -4,374 -20%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$991K +$128K +2,039 +15%
Jane Street
46
Jane Street
New York
$944K +$43.5K +692 +5%
WIM
47
Westside Investment Management
California
$926K +$1.26K +20 +0.1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$919K -$1.93M -30,801 -68%
SB
49
Strategic Blueprint
Georgia
$910K +$910K +14,494 New
PCA
50
Pallas Capital Advisors
Massachusetts
$887K +$25.6K +407 +3%
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