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Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $992M → $1B (+$11.1M)

0% more funds holding

Funds holding: 140140 (0)

0.74% less ownership

Funds ownership: 75.62%74.88% (-0.74%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
59
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
51
Pallas Capital Advisors
Massachusetts
$832K +$14.2K +231 +2%
AAS
52
Avantax Advisory Services
Texas
$750K -$10.2K -166 -1%
SS
53
Sunbelt Securities
Texas
$695K +$328K +5,338 +87%
ASN
54
Advisory Services Network
Georgia
$675K -$170K -2,758 -20%
GS
55
GWN Securities
Florida
$670K +$680K +11,055 New
IAN
56
Integrated Advisors Network
Texas
$660K +$669K +10,880 New
MML Investors Services
57
MML Investors Services
Massachusetts
$636K -$26.4K -430 -4%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$609K +$203K +3,297 +49%
AWM
59
AllSquare Wealth Management
New York
$602K
CSP
60
Cary Street Partners
Virginia
$596K -$38.7K -629 -6%
SFG
61
Snider Financial Group
Washington
$592K -$12.9K -209 -2%
AWS
62
Atria Wealth Solutions
New York
$588K +$124K +2,020 +26%
AWE
63
Avidian Wealth Enterprises
Texas
$588K +$116K +1,889 +24%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$551K +$245K +3,981 +78%
EF
65
Empowered Funds
Pennsylvania
$523K +$530K +8,624 New
OFG
66
OmniStar Financial Group
North Carolina
$516K +$272K +4,429 +110%
BFG
67
Buttonwood Financial Group
Missouri
$508K +$547K +8,901 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$490K +$861 +14 +0.2%
UBS Group
69
UBS Group
Switzerland
$474K +$309K +5,022 +179%
BCM
70
Brookstone Capital Management
Illinois
$471K +$8.55K +139 +2%
CFB
71
Cullen/Frost Bankers
Texas
$469K +$290K +4,716 +156%
Creative Planning
72
Creative Planning
Kansas
$468K +$266K +4,323 +127%
Betterment LLC
73
Betterment LLC
New York
$465K -$984 -16 -0.2%
SPC
74
Sigma Planning Corp
Michigan
$462K +$43.7K +711 +10%
SOS
75
Silver Oak Securities
Tennessee
$383K -$1.44M -23,423 -79%

FDLO Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2025, worth a combined $1B — up 1.1% from $992M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FDLO positions and 16 closed out — a net gain of 2 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.19M. The largest seller was Abundance Wealth Counselors, cutting an estimated $6.82M.

  • 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1B of Fidelity Low Volatility Factor ETF stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 18 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2025 and 16 closed out, a net change of +2 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q1 2025 was Goldman Sachs, an estimated $4.19M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q1 2025 was Abundance Wealth Counselors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2025.