Fidelity Low Volatility Factor ETF
FDLO
108 hedge funds and large institutions have $747M invested in Fidelity Low Volatility Factor ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
29% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 31
7% more capital invested
Capital invested by funds: $698M → $747M (+$49.7M)
5% more funds holding
Funds holding: 103 → 108 (+5)
0.34% less ownership
Funds ownership: 68.62% → 68.28% (-0.34%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.79M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.69M |
| 4 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$1.53M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
-$11.8M |
| 2 |
Jane Street
New York
|
-$4.41M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.33M |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$2.16M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.52M |
FDLO Hedge Fund Activity: Q2 2024 in Review
108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2024, worth a combined $747M — up 7.1% from $698M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FDLO positions and 14 closed out — a net gain of 7 holders — while 40 added to existing stakes and 31 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $58.5M. The largest seller was Abundance Wealth Counselors, exiting entirely with an estimated $11.8M sold.
- 108 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2024, up from 103 in Q1 2024.
- Funds reported $747M of Fidelity Low Volatility Factor ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
- 21 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2024 and 14 closed out, a net change of +7 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q2 2024 was Fidelity Investments, an estimated $58.5M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q2 2024 was Abundance Wealth Counselors, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2024.