FDLO icon

Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

77 hedge funds and large institutions have $236M invested in Fidelity Low Volatility Factor ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
29
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWC
Abundance Wealth Counselors
Pennsylvania
$10.7M
2
NA
NewEdge Advisors
Louisiana
$3.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$34M
4
RIG
Roosevelt Investment Group
New York
$18.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.88M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.74M
3
Jane Street
Jane Street
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.3M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$299K – – –
KPWS
52
Kestra Private Wealth Services
Texas
$281K +$281K +5,376 New
IAN
53
Integrated Advisors Network
Texas
$276K -$33.3K -637 -11%
Morgan Stanley
54
Morgan Stanley
New York
$266K -$1.22M -23,341 -82%
UBS Group
55
UBS Group
Switzerland
$266K +$20.4K +388 +8%
SFG
56
Sovereign Financial Group
Connecticut
$262K – – –
TSWM
57
Tyler-Stone Wealth Management
Ohio
$241K +$241K +4,613 New
APA
58
American Portfolios Advisors
New York
$221K +$575 +11 +0.3%
JIC
59
Johnson Investment Counsel
Ohio
$217K +$217K +4,145 New
SS
60
Sunbelt Securities
Texas
$211K +$211K +4,298 New
DWP
61
Destiny Wealth Partners
Florida
$197K – – –
HNB
62
Huntington National Bank
Ohio
$153K -$139K – –
EIP
63
Ellis Investment Partners
Pennsylvania
$109K +$209 +4 +0.2%
1IA
64
1834 Investment Advisors
Wisconsin
$105K – – –
AAP
65
Arax Advisory Partners
Colorado
$90K +$260 +5 +0.3%
CFA
66
Carroll Financial Associates
North Carolina
$79K – – –
SCA
67
Snowden Capital Advisors
New York
$79K +$79K +1,520 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$71K +$69.3K +1,328 +4,024%
CWA
69
Clearview Wealth Advisors
Oregon
$55K -$14.1K -268 -20%
FFWM
70
Future Financial Wealth Management
Ohio
$54K +$54K +1,035 New
COCM
71
Charter Oak Capital Management
New Hampshire
$42K +$42K +800 New
CFGS
72
Concourse Financial Group Securities
Alabama
$26K – – –
ACA
73
Aptus Capital Advisors
Alabama
$23K +$23K +440 New
SWM
74
Spire Wealth Management
Virginia
$18K +$9.68K +184 +116%
PGAM
75
Princeton Global Asset Management
New Jersey
$13K -$13K -250 -50%
1 2
3
4