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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $867M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 140157 (+17)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.66% less ownership

Funds ownership: 74.88%71.22% (-3.7%)

14% less capital invested

Capital invested by funds: $1B → $867M (-$136M)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
54
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$816K -$77.7K -1,294 -9%
AAS
52
Avantax Advisory Services
Texas
$786K +$8.05K +134 +1%
ASN
53
Advisory Services Network
Georgia
$701K -$1.56K -26 -0.2%
SFS
54
Security Financial Services
Indiana
$691K +$661K +11,004 New
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$683K +$627K +10,437 +2,351%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$632K +$1.44K +24 +0.2%
AWM
57
AllSquare Wealth Management
New York
$624K
AWE
58
Avidian Wealth Enterprises
Texas
$607K -$1.74K -29 -0.3%
BFG
59
Buttonwood Financial Group
Missouri
$579K +$15.4K +256 +3%
CSP
60
Cary Street Partners
Virginia
$562K -$52.6K -876 -9%
AWS
61
Atria Wealth Solutions
New York
$556K -$50.5K -841 -9%
BCM
62
Brookstone Capital Management
Illinois
$539K +$49K +816 +11%
SFG
63
Snider Financial Group
Washington
$536K -$73K -1,216 -12%
OFG
64
OmniStar Financial Group
North Carolina
$533K +$2.1K +35 +0.4%
SPC
65
Sigma Planning Corp
Michigan
$520K +$39K +650 +9%
CFB
66
Cullen/Frost Bankers
Texas
$518K +$30.9K +515 +7%
Creative Planning
67
Creative Planning
Kansas
$515K +$28.1K +468 +6%
IWC
68
Integrated Wealth Concepts
Massachusetts
$512K +$4.68K +78 +1%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$492K -$75.3K -1,254 -14%
SA
70
Strategic Advocates
Utah
$489K +$467K +7,779 New
IAN
71
Integrated Advisors Network
Texas
$477K -$197K -3,277 -30%
RCG
72
Regatta Capital Group
California
$476K +$455K +7,578 New
Betterment LLC
73
Betterment LLC
New York
$471K -$10.3K -172 -2%
MML Investors Services
74
MML Investors Services
Massachusetts
$417K -$231K -3,848 -37%
Mariner
75
Mariner
Kansas
$415K +$55.6K +925 +16%

FDLO Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2025, worth a combined $867M — down 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FDLO positions and 6 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.5M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 157 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $867M of Fidelity Low Volatility Factor ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 24 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2025 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.