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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

79 hedge funds and large institutions have $242M invested in Fidelity Low Volatility Factor ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
25
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$40.3M
2
SXL
Summit X LLC
Missouri
$4.68M
3
Goldman Sachs
Goldman Sachs
New York
$2.78M
4
BFA
BMS Financial Advisors
South Dakota
$717K
5
VAM
Verity Asset Management
North Carolina
$887K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.1M
2
KAS
Kestra Advisory Services
Texas
$13.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.8M
4
EFH
Eaton Financial Holdings
Florida
$0
5
AAS
Asset Allocation Strategies
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$301K -$28.7K -605 -9%
SFPG
52
Stonebridge Financial Planning Group
Florida
$297K – – –
JIC
53
Johnson Investment Counsel
Ohio
$272K – – –
IA
54
IFP Advisors
Florida
$263K -$256K -8,223 -49%
IAIM
55
International Assets Investment Management
Florida
$260K +$260K +5,549 New
Morgan Stanley
56
Morgan Stanley
New York
$260K -$58.7K -1,236 -18%
Jane Street
57
Jane Street
New York
$258K +$258K +5,425 New
CI
58
CX Institutional
Indiana
$244K +$244K +5,098 New
SFG
59
Sovereign Financial Group
Connecticut
$237K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$228K -$1.19K -25 -0.5%
DWM
61
Darwin Wealth Management
Florida
$227K – – –
IAN
62
Integrated Advisors Network
Texas
$206K +$206K +4,334 New
KPWS
63
Kestra Private Wealth Services
Texas
$203K +$203K +4,272 New
HNB
64
Huntington National Bank
Ohio
$187K -$182K – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$93.2K +$93.2K +1,962 New
AAP
66
Arax Advisory Partners
Colorado
$83.5K +$380 +8 +0.5%
SS
67
Sunbelt Securities
Texas
$69.2K +$69.2K +1,475 New
HI
68
Harbour Investments
Wisconsin
$56.8K +$190 +4 +0.3%
SIS
69
Sound Income Strategies
Florida
$34.3K +$34.3K +722 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$33.6K +$113 +2,380 +0.3%
CFGS
71
Concourse Financial Group Securities
Alabama
$23.7K – – –
FCFS
72
First Command Financial Services
Texas
$19K – – –
FCB
73
First Command Bank
Texas
$19K – – –
SWM
74
Spire Wealth Management
Virginia
$16.1K +$285 +6 +2%
CWA
75
Clearview Wealth Advisors
Oregon
$15.4K – – –
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