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Fidelity Low Volatility Factor ETF

152 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $867M → $1.01B (+$142M)

3.54% more ownership

Funds ownership: 71.22%74.76% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 157152 (-5)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
62
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.53M +$137K +2,132 +4%
Stifel Financial
27
Stifel Financial
Missouri
$3.4M +$131K +2,038 +4%
Goldman Sachs
28
Goldman Sachs
New York
$3.27M -$1.56M -24,302 -33%
WCG
29
Weaver Consulting Group
California
$2.85M -$38.5K -600 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.67M -$39.7K -618 -2%
ACM
31
Advisors Capital Management
New Jersey
$2.34M +$45.4K +706 +2%
CAL
32
Capital Analysts LLC
Pennsylvania
$2.33M +$87K +1,355 +4%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.05M -$2.89M -44,982 -59%
KPWS
34
Kestra Private Wealth Services
Texas
$1.79M +$64.9K +1,011 +4%
TWP
35
Tempus Wealth Planning
California
$1.75M -$83.5K -1,300 -5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.54M -$115K -1,789 -7%
ATC
37
Argent Trust Co
Tennessee
$1.49M -$5.46K -85 -0.4%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$1.38M
SB
39
Strategic Blueprint
Georgia
$1.34M +$372K +5,793 +40%
NL
40
NVWM LLC
Pennsylvania
$1.3M +$1.99K +31 +0.2%
SAM
41
Sequent Asset Management
Texas
$1.22M -$270K -4,200 -18%
HFA
42
Hershey Financial Advisers
Pennsylvania
$1.21M +$1.18M +18,350 New
AAS
43
Asset Allocation Strategies
Michigan
$1.17M -$263K -4,092 -19%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.06M -$63.3K -985 -6%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$1.04M +$315K +4,906 +45%
SMG
46
Smart Money Group
Texas
$1.02M +$998K +15,538 New
FPAS
47
Focus Partners Advisor Solutions
Missouri
$993K +$317K +4,934 +49%
PCA
48
Pallas Capital Advisors
Massachusetts
$950K +$19.4K +302 +2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$871K -$90.8K -1,413 -10%
WIM
50
Westside Investment Management
California
$844K -$124K -1,930 -13%

FDLO Hedge Fund Activity: Q3 2025 in Review

152 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2025, worth a combined $1.01B — up 16% from $867M a quarter earlier.

Fund positioning in FDLO was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86.9M. The largest seller was Envestnet Asset Management, cutting an estimated $3.58M.

  • 152 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $1.01B of Fidelity Low Volatility Factor ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q3 2025 was Fidelity Investments, an estimated $86.9M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.