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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

69 hedge funds and large institutions have $204M invested in Fidelity Low Volatility Factor ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
29
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$6.28M
2
KAS
Kestra Advisory Services
Texas
+$2.02M
3
GM
GeoWealth Management
Illinois
+$1.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.43M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.27M

Top Sellers

1
Citigroup
Citigroup
New York
-$23M
2
AWC
Abundance Wealth Counselors
Pennsylvania
-$9.3M
3
ASN
Advisory Services Network
Georgia
-$6.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.43M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
Sovereign Financial Group
Connecticut
$238K – – –
UBS Group
52
UBS Group
Switzerland
$222K +$65.7K +1,385 +42%
APA
53
American Portfolios Advisors
New York
$200K +$95 +2 +0%
DWP
54
Destiny Wealth Partners
Florida
$179K +$179K +3,774 New
HNB
55
Huntington National Bank
Ohio
$139K -$138K – –
CAAS
56
Capital Asset Advisory Services
Michigan
$106K – – –
EIP
57
Ellis Investment Partners
Pennsylvania
$98K +$235 +5 +0.2%
1IA
58
1834 Investment Advisors
Wisconsin
$95K -$47.5K -1,000 -33%
AAP
59
Arax Advisory Partners
Colorado
$82K +$285 +6 +0.3%
CFA
60
Carroll Financial Associates
North Carolina
$71K +$657 +14 +0.9%
HI
61
Harbour Investments
Wisconsin
$63K -$1.71K -36 -3%
CWA
62
Clearview Wealth Advisors
Oregon
$63K +$8.61K +180 +16%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$25K -$4.43M -88,544 -99%
PGAM
64
Princeton Global Asset Management
New Jersey
$24K -$5.76K -120 -19%
CFGS
65
Concourse Financial Group Securities
Alabama
$24K – – –
GI
66
Gradient Investments
Minnesota
$14K +$14K +305 New
SWM
67
Spire Wealth Management
Virginia
$8K +$1.06K +21 +15%
Barclays
68
Barclays
United Kingdom
$4K -$8.44K -171 -68%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$2K -$22K -363 -92%
WIM
70
Westside Investment Management
California
$264 – – –
Citigroup
71
Citigroup
New York
– -$23M -488,087 Closed
AWC
72
Abundance Wealth Counselors
Pennsylvania
– -$9.3M -197,311 Closed
Goldman Sachs
73
Goldman Sachs
New York
– -$1.06M -22,502 Closed
SIC
74
Samalin Investment Counsel
New York
– -$307K -6,505 Closed
HA
75
HYA Advisors
Missouri
– -$297K -6,297 Closed
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