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Fidelity Low Volatility Factor ETF
FDLO

66 hedge funds and large institutions have $182M invested in Fidelity Low Volatility Factor ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $161M → $182M (+$20.8M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

5% more funds holding

Funds holding: 63 → 66 (+3)

1.34% more ownership

Funds ownership: 43.52% → 44.86% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
27
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAL
Capital Analysts LLC
Pennsylvania
+$5.86M
2
Citigroup
Citigroup
New York
+$5.46M
3
KAS
Kestra Advisory Services
Texas
+$3.06M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.46M
5
LPL Financial
LPL Financial
California
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$7.66M
2
EWA
Exencial Wealth Advisors
Oklahoma
-$3.15M
3
SFS
Sowell Financial Services
Arkansas
-$1.34M
4
AAS
Avantax Advisory Services
Texas
-$1.01M
5
Goldman Sachs
Goldman Sachs
New York
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$183K +$117K +2,849 +200%
IA
52
IFP Advisors
Florida
$161K – – –
DWP
53
Destiny Wealth Partners
Florida
$161K +$155K +3,774 New
CWA
54
Clearview Wealth Advisors
Oregon
$149K +$143K +3,492 New
HNB
55
Huntington National Bank
Ohio
$125K – – –
SFS
56
Sowell Financial Services
Arkansas
$118K -$1.34M -32,747 -92%
AWM
57
Avior Wealth Management
Nebraska
$113K -$20.6K -501 -16%
CAAS
58
Capital Asset Advisory Services
Michigan
$95K -$6.04K -147 -6%
EIP
59
Ellis Investment Partners
Pennsylvania
$84K +$205 +5 +0.3%
AAP
60
Arax Advisory Partners
Colorado
$73K +$205 +5 +0.3%
UBS Group
61
UBS Group
Switzerland
$72K -$20.5K -499 -23%
CFA
62
Carroll Financial Associates
North Carolina
$64K – – –
WEC
63
Winslow Evans & Crocker
Massachusetts
$51K +$20.5K +500 +71%
CFGS
64
Concourse Financial Group Securities
Alabama
$21K – – –
FCH
65
Freestone Capital Holdings
Washington
$17.1K – – –
MCM
66
McMillion Capital Management
North Carolina
$2K +$2.38K +58 New
AWA
67
Arkadios Wealth Advisors
Georgia
$1K +$1.6K +39 New
WIM
68
Westside Investment Management
California
$164 +$16.4K +400 +12%
AAS
69
Avantax Advisory Services
Texas
– -$1.01M -25,702 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$502K -12,691 Closed
CAN
71
Cetera Advisor Networks
California
– -$223K -5,629 Closed
GWM
72
Geneos Wealth Management
Colorado
– -$202K -5,213 Closed
JIC
73
Johnson Investment Counsel
Ohio
– -$203K -5,138 Closed
PFS
74
Prospera Financial Services
Texas
– -$54K -1,353 Closed
BFEC
75
Benjamin F. Edwards & Company
Missouri
– -$2K -54 Closed
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3
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FDLO Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2020, worth a combined $182M — up 13% from $161M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDLO positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Capital Analysts LLC, adding an estimated $5.86M. The largest seller was Roosevelt Investment Group, cutting an estimated $7.66M.

  • 66 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $182M of Fidelity Low Volatility Factor ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 11 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2020 and 8 closed out, a net change of +3 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2020 was Capital Analysts LLC, an estimated $5.86M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2020 was Roosevelt Investment Group, an estimated $7.66M sold.

Based on aggregated 13F filings for Q4 2020.