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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

97 hedge funds and large institutions have $836M invested in Fidelity Low Volatility Factor ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$565M
2
GC
GFG Capital
Florida
$9.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.8M
4
RPCA
Running Point Capital Advisors
California
$6.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.02M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$13.1M
2
AAS
Ameritas Advisory Services
Nebraska
$7.57M
3
UBS Group
UBS Group
Switzerland
$774K
4
LNC
Lincoln National Corp
Pennsylvania
$3.02M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$633K -$998K -18,832 -61%
KIG
52
Kowal Investment Group
Wisconsin
$612K +$51.8K +977 +9%
PCA
53
Pallas Capital Advisors
Massachusetts
$601K -$21.8K -411 -3%
SIC
54
Samalin Investment Counsel
New York
$538K -$1.96K -37 -0.4%
AWM
55
AllSquare Wealth Management
New York
$535K -$18.5K -350 -3%
AAS
56
Avantax Advisory Services
Texas
$487K +$27.3K +515 +6%
VAM
57
Verity Asset Management
North Carolina
$458K +$1.54K +29 +0.3%
IWC
58
Integrated Wealth Concepts
Massachusetts
$416K +$477 +9 +0.1%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$386K +$31.3K +590 +9%
KWA
60
Kingswood Wealth Advisors
California
$361K +$361K +6,817 New
KWS
61
Keystone Wealth Services
California
$359K -$537K -10,137 -60%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$356K -$61.6K -1,162 -15%
BCM
63
Brookstone Capital Management
Illinois
$349K -$54.6K -1,030 -14%
CA
64
Cetera Advisors
Colorado
$346K +$346K +6,532 New
BWIA
65
Bryant Woods Investment Advisors
New York
$341K -$78.6K -1,484 -19%
SFPG
66
Stonebridge Financial Planning Group
Florida
$331K – – –
KPWS
67
Kestra Private Wealth Services
Texas
$317K -$15.8K -299 -5%
OFG
68
OmniStar Financial Group
North Carolina
$312K -$2.44K -46 -0.8%
RWB
69
RMR Wealth Builders
New Jersey
$303K -$424K -8,011 -58%
Mariner
70
Mariner
Kansas
$299K +$299K +5,653 New
VFG
71
Valley Financial Group
Pennsylvania
$295K +$295K +5,571 New
JIC
72
Johnson Investment Counsel
Ohio
$286K -$3.07K -58 -1%
DWP
73
Destiny Wealth Partners
Florida
$272K +$272K +5,169 New
SFG
74
Sovereign Financial Group
Connecticut
$265K – – –
IAIM
75
International Assets Investment Management
Florida
$243K +$243K +4,594 New
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