Fidelity Low Volatility Factor ETF
FDLO
67 hedge funds and large institutions have $238M invested in Fidelity Low Volatility Factor ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
25% more capital invested
Capital invested by funds: $190M → $238M (+$48.1M)
5.2% more ownership
Funds ownership: 44.82% → 50.02% (+5.2%)
3% more funds holding
Funds holding: 65 → 67 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.2M |
| 2 |
Citigroup
New York
|
+$11.6M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$6.69M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.11M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
-$5.87M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.15M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.09M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$925K |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$790K |
FDLO Hedge Fund Activity: Q2 2021 in Review
67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2021, worth a combined $238M — up 25% from $190M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDLO positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was Bank of America, adding an estimated $15.2M. The largest seller was Abundance Wealth Counselors, cutting an estimated $5.87M.
- 67 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2021, up from 65 in Q1 2021.
- Funds reported $238M of Fidelity Low Volatility Factor ETF stock for Q2 2021, up 25% quarter-over-quarter.
- 8 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2021 and 6 closed out, a net change of +2 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q2 2021 was Bank of America, an estimated $15.2M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q2 2021 was Abundance Wealth Counselors, an estimated $5.87M sold.
Based on aggregated 13F filings for Q2 2021.