Fidelity Low Volatility Factor ETF
FDLO
80 hedge funds and large institutions have $274M invested in Fidelity Low Volatility Factor ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
29% more capital invested
Capital invested by funds: $213M → $274M (+$61.5M)
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
5.2% more ownership
Funds ownership: 54.24% → 59.45% (+5.2%)
0% more funds holding
Funds holding: 80 → 80 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.78M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.25M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
-$1.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$795K |
| 3 |
BWIA
Bryant Woods Investment Advisors
Getzville,
New York
|
-$598K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$511K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$480K |
FDLO Hedge Fund Activity: Q4 2022 in Review
80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2022, worth a combined $274M — up 29% from $213M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FDLO positions and 10 closed out — a net gain of 4 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $11.2M. The largest seller was BMS Financial Advisors, exiting entirely with an estimated $1.03M sold.
- 80 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $274M of Fidelity Low Volatility Factor ETF stock for Q4 2022, up 29% quarter-over-quarter.
- 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2022 and 10 closed out, a net change of +4 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2022 was Bank of America, an estimated $11.2M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2022 was BMS Financial Advisors, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2022.