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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

129 hedge funds and large institutions have $934M invested in Fidelity Low Volatility Factor ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
27
Increased
42
Reduced
39
Closed
6
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.5M
2
SBH
Segall Bryant & Hamill
Illinois
+$17M
3
AWC
Abundance Wealth Counselors
Pennsylvania
+$12M
4
SC
Sykon Capital
New York
+$11.8M
5
WA
Win Advisors
Florida
+$9.39M

Top Sellers

1
ACM
Absolute Capital Management
Pennsylvania
-$4.34M
2
Morgan Stanley
Morgan Stanley
New York
-$3.49M
3
NA
NewEdge Advisors
Louisiana
-$2.47M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$868K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$690K -$134K -2,181 -16%
CSPIA
52
Cary Street Partners Investment Advisory
Virginia
$658K -$79.9K -1,302 -11%
SIC
53
Samalin Investment Counsel
New York
$635K +$11.8K +193 +2%
KPWS
54
Kestra Private Wealth Services
Texas
$632K +$632K +10,298 New
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$624K +$145K +2,356 +30%
AWM
56
AllSquare Wealth Management
New York
$610K – – –
FIA
57
Foundations Investment Advisors
Arizona
$552K +$552K +9,001 New
AAS
58
Avantax Advisory Services
Texas
$542K -$2.03K -33 -0.4%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$520K +$285K +4,662 +121%
Betterment LLC
60
Betterment LLC
New York
$517K +$2.7K +44 +0.5%
AWE
61
Avidian Wealth Enterprises
Texas
$501K +$501K +8,170 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$494K -$4.97K -81 -1%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$489K – – –
Goldman Sachs
64
Goldman Sachs
New York
$474K -$71.4K -1,164 -13%
PAG
65
Private Advisor Group
New Jersey
$430K -$6.93K -113 -2%
SPC
66
Sigma Planning Corp
Michigan
$417K -$6.01K -98 -1%
BCM
67
Brookstone Capital Management
Illinois
$402K -$1.6K -26 -0.4%
SOS
68
Silver Oak Securities
Tennessee
$391K +$119K +1,951 +44%
CAM
69
Cresset Asset Management
Illinois
$388K – – –
SS
70
Sunbelt Securities
Texas
$383K -$3.8K -62 -1%
AWS
71
Atria Wealth Solutions
New York
$375K +$99.1K +1,615 +36%
KWA
72
Kingswood Wealth Advisors
California
$361K +$3.62K +59 +1%
VFG
73
Valley Financial Group
Pennsylvania
$332K +$6.07K +99 +2%
JIC
74
Johnson Investment Counsel
Ohio
$323K -$4.79K -78 -1%
SFPG
75
Stonebridge Financial Planning Group
Florida
$322K -$49.1K -800 -13%
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