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Fidelity Low Volatility Factor ETF

166 hedge funds and large institutions have $1.12B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$110M)

9% more funds holding

Funds holding: 152166 (+14)

0.75% more ownership

Funds ownership: 74.76%75.51% (+0.75%)

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
70
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
Exencial Wealth Advisors
Oklahoma
$5.29M -$94.1K -1,420 -2%
AWC
27
Abundance Wealth Counselors
Pennsylvania
$4.24M -$269K -4,055 -6%
Stifel Financial
28
Stifel Financial
Missouri
$3.84M +$388K +5,849 +11%
WCG
29
Weaver Consulting Group
California
$2.88M -$7.82K -118 -0.3%
Jane Street
30
Jane Street
New York
$2.68M +$2.66M +40,103 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.63M -$74.1K -1,118 -3%
ACM
32
Advisors Capital Management
New Jersey
$2.34M -$24.6K -371 -1%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.25M +$172K +2,592 +8%
CAL
34
Capital Analysts LLC
Pennsylvania
$2.25M -$104K -1,576 -4%
KPWS
35
Kestra Private Wealth Services
Texas
$2.06M +$245K +3,700 +14%
SOS
36
Silver Oak Securities
Tennessee
$1.75M +$1.26M +19,062 +274%
TWP
37
Tempus Wealth Planning
California
$1.72M -$53K -800 -3%
SB
38
Strategic Blueprint
Georgia
$1.69M +$338K +5,101 +25%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.69M +$806K +12,163 +92%
OFG
40
OmniStar Financial Group
North Carolina
$1.64M +$1.02M +15,330 +166%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.64M -$3.54M -53,400 -69%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$15.2K +229 +1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.56M +$1.55M +23,330 New
ATC
44
Argent Trust Co
Tennessee
$1.47M -$44.1K -666 -3%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$1.4M +$6.63K +100 +0.5%
NL
46
NVWM LLC
Pennsylvania
$1.3M -$11.7K -177 -0.9%
Goldman Sachs
47
Goldman Sachs
New York
$1.29M -$2.01M -30,265 -61%
JWCA
48
J.W. Cole Advisors
Florida
$1.25M +$398K +6,008 +47%
SAM
49
Sequent Asset Management
Texas
$1.24M
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$1.08M +$27.9K +421 +3%

FDLO Hedge Fund Activity: Q4 2025 in Review

166 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2025, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FDLO positions and 15 closed out — a net gain of 15 holders — while 70 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $52.5M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 166 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2025, up from 152 in Q3 2025.
  • Funds reported $1.12B of Fidelity Low Volatility Factor ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 30 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2025 and 15 closed out, a net change of +15 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $52.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.