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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

63 hedge funds and large institutions have $161M invested in Fidelity Low Volatility Factor ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.32M
3
Citigroup
Citigroup
New York
+$3.67M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$2.93M
5
Bank of America
Bank of America
North Carolina
+$2.51M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
-$5.81M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.98M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.87M
4
SS
Simplicity Solutions
Minnesota
-$1.14M
5
AWM
AE Wealth Management
Kansas
-$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$107K – – –
CAAS
52
Capital Asset Advisory Services
Michigan
$94K – – –
UBS Group
53
UBS Group
Switzerland
$86K +$86K +2,177 New
EIP
54
Ellis Investment Partners
Pennsylvania
$77K +$235 +6 +0.3%
AAP
55
Arax Advisory Partners
Colorado
$67K +$236 +6 +0.4%
CFA
56
Carroll Financial Associates
North Carolina
$59K – – –
Morgan Stanley
57
Morgan Stanley
New York
$56K +$33.9K +864 +153%
PFS
58
Prospera Financial Services
Texas
$54K +$54K +1,353 New
SFPG
59
Stonebridge Financial Planning Group
Florida
$45K +$45K +1,100 New
WEC
60
Winslow Evans & Crocker
Massachusetts
$28K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$20K – – –
FCH
62
Freestone Capital Holdings
Washington
$15.8K +$15.8K +400 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$2K – – –
WIM
64
Westside Investment Management
California
$136 +$39 +1,000 +41%
SS
65
Simplicity Solutions
Minnesota
– -$1.14M -31,280 Closed
RJA
66
Raymond James & Associates
Florida
– -$1.01M -27,532 Closed
Jane Street
67
Jane Street
New York
– -$789K -21,579 Closed
AWA
68
Arete Wealth Advisors
Illinois
– -$765K -20,911 Closed
CFA
69
Capstone Financial Advisors
Illinois
– -$231K -6,306 Closed
PAG
70
Private Advisor Group
New Jersey
– -$11K -297 Closed
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