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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

83 hedge funds and large institutions have $284M invested in Fidelity Low Volatility Factor ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
27
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$8.22M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.9M
3
RJA
Raymond James & Associates
Florida
$3.12M
4
Jane Street
Jane Street
New York
$2.07M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.65M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
$0
2
AAS
Ameritas Advisory Services
Nebraska
$5.69M
3
Osaic Holdings
Osaic Holdings
Arizona
$19.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$33.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
51
Kalos Management
Georgia
$408K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$402K +$402K +8,015 New
AAS
53
Avantax Advisory Services
Texas
$400K +$400K +7,989 New
IWC
54
Integrated Wealth Concepts
Massachusetts
$393K +$501 +10 +0.1%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$385K -$573K -11,448 -60%
BCM
56
Brookstone Capital Management
Illinois
$377K -$20K -404 -5%
SPC
57
Sigma Planning Corp
Michigan
$348K -$64.7K -1,291 -16%
IAIM
58
International Assets Investment Management
Florida
$317K +$52.4K +1,100 +20%
SFPG
59
Stonebridge Financial Planning Group
Florida
$313K – – –
KPWS
60
Kestra Private Wealth Services
Texas
$310K +$96K +1,915 +45%
OFG
61
OmniStar Financial Group
North Carolina
$296K +$296K +5,900 New
IA
62
IFP Advisors
Florida
$294K -$128K -2,555 -30%
JIC
63
Johnson Investment Counsel
Ohio
$281K -$5.71K -114 -2%
SFG
64
Sovereign Financial Group
Connecticut
$251K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$234K -$5.91K -118 -2%
DWM
66
Darwin Wealth Management
Florida
$233K – – –
HNB
67
Huntington National Bank
Ohio
$197K -$187K – –
UBS Group
68
UBS Group
Switzerland
$176K -$146K -2,907 -45%
AAP
69
Arax Advisory Partners
Colorado
$88.5K +$301 +6 +0.3%
SS
70
Sunbelt Securities
Texas
$72.1K -$1.85K -37 -3%
HI
71
Harbour Investments
Wisconsin
$60.1K +$200 +4 +0.3%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$47K +$44K +934 +1,437%
CFGS
73
Concourse Financial Group Securities
Alabama
$25.1K – – –
TWD
74
True Wealth Design
Ohio
$19.6K +$19.6K +392 New
SWM
75
Spire Wealth Management
Virginia
$17.5K +$451 +9 +3%
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