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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

85 hedge funds and large institutions have $326M invested in Fidelity Low Volatility Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
29
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$78.2M
2
AWC
Abundance Wealth Counselors
Pennsylvania
$10.4M
3
AAS
Ameritas Advisory Services
Nebraska
$13.2M
4
UBS Group
UBS Group
Switzerland
$6.44M
5
ACM
Advisors Capital Management
New Jersey
$3.41M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$18.6M
2
Jane Street
Jane Street
New York
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.1M
4
SXL
Summit X LLC
Missouri
$3.61M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
51
Samalin Investment Counsel
New York
$495K -$9.24K -190 -2%
CFS
52
Commonwealth Financial Services
West Virginia
$454K +$454K +9,331 New
AAS
53
Avantax Advisory Services
Texas
$422K +$33.2K +683 +9%
VAM
54
Verity Asset Management
North Carolina
$419K -$56.3K -1,158 -12%
Morgan Stanley
55
Morgan Stanley
New York
$414K -$282K -5,803 -41%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$400K -$6.75K -133 -2%
BWIA
57
Bryant Woods Investment Advisors
New York
$386K -$294K -6,040 -43%
IWC
58
Integrated Wealth Concepts
Massachusetts
$382K +$438 +9 +0.1%
BCM
59
Brookstone Capital Management
Illinois
$375K -$737 -15 -0.2%
SPC
60
Sigma Planning Corp
Michigan
$332K -$5.98K -123 -2%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$326K +$326K +6,697 New
KPWS
62
Kestra Private Wealth Services
Texas
$305K +$4.52K +93 +2%
SFPG
63
Stonebridge Financial Planning Group
Florida
$304K – – –
OFG
64
OmniStar Financial Group
North Carolina
$291K +$1.96K +40 +0.7%
JIC
65
Johnson Investment Counsel
Ohio
$266K -$6.86K -141 -3%
GC
66
GFG Capital
Florida
$262K +$262K +5,390 New
VF
67
VitalStone Financial
Texas
$248K +$248K +4,911 New
SFG
68
Sovereign Financial Group
Connecticut
$243K – – –
DWM
69
Darwin Wealth Management
Florida
$228K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$227K – – –
Stifel Financial
71
Stifel Financial
Missouri
$221K +$221K +4,552 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$206K -$168K -3,457 -45%
ACM
73
Absolute Capital Management
Pennsylvania
$203K +$203K +4,179 New
HNB
74
Huntington National Bank
Ohio
$191K -$197K – –
IA
75
IFP Advisors
Florida
$149K -$137K -2,807 -48%
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