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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $867M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 140157 (+17)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.66% less ownership

Funds ownership: 74.88%71.22% (-3.7%)

14% less capital invested

Capital invested by funds: $1B → $867M (-$136M)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
54
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$4.43M -$295K -4,908 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.23M -$3.51M -58,485 -53%
Stifel Financial
28
Stifel Financial
Missouri
$3.12M +$125K +2,089 +4%
Citadel Advisors
29
Citadel Advisors
Florida
$3.11M +$1.83M +30,405 +160%
WCG
30
Weaver Consulting Group
California
$2.76M -$26.1K -435 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.58M -$98K -1,632 -4%
ACM
32
Advisors Capital Management
New Jersey
$2.18M -$52.2K -869 -2%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.13M +$38.1K +634 +2%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$2.13M -$16.9K -282 -0.8%
TWP
35
Tempus Wealth Planning
California
$1.75M +$5.65K +94 +0.3%
KPWS
36
Kestra Private Wealth Services
Texas
$1.64M +$92.9K +1,546 +6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.58M -$214K -3,567 -12%
ATC
38
Argent Trust Co
Tennessee
$1.43M -$72.4K -1,205 -5%
SAM
39
Sequent Asset Management
Texas
$1.43M
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.37M +$1.31M +21,833 New
AAS
41
Asset Allocation Strategies
Michigan
$1.37M -$609K -10,142 -32%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$1.31M +$60 +1 +0%
NL
43
NVWM LLC
Pennsylvania
$1.24M +$66.3K +1,104 +6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$263K -4,374 -20%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$991K +$122K +2,039 +15%
Jane Street
46
Jane Street
New York
$944K +$41.6K +692 +5%
WIM
47
Westside Investment Management
California
$926K +$1.2K +20 +0.1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$919K -$1.85M -30,801 -68%
SB
49
Strategic Blueprint
Georgia
$910K +$871K +14,494 New
PCA
50
Pallas Capital Advisors
Massachusetts
$887K +$24.4K +407 +3%

FDLO Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2025, worth a combined $867M — down 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FDLO positions and 6 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.5M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 157 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $867M of Fidelity Low Volatility Factor ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 24 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2025 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.