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Fidelity Low Volatility Factor ETF

152 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $867M → $1.01B (+$142M)

3.54% more ownership

Funds ownership: 71.22%74.76% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 157152 (-5)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
62
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$843K +$333K +5,188 +68%
JWCA
52
J.W. Cole Advisors
Florida
$839K +$494K +7,696 +153%
SFS
53
Security Financial Services
Indiana
$807K +$80K +1,245 +11%
GVAG
54
Great Valley Advisor Group
Delaware
$780K -$73.5K -1,144 -9%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$743K -$289K -4,502 -29%
ASN
56
Advisory Services Network
Georgia
$701K -$30K -467 -4%
AWM
57
AllSquare Wealth Management
New York
$654K
AWE
58
Avidian Wealth Enterprises
Texas
$630K -$6.62K -103 -1%
CFB
59
Cullen/Frost Bankers
Texas
$622K +$76.4K +1,190 +14%
OFG
60
OmniStar Financial Group
North Carolina
$607K +$46.1K +717 +8%
BFG
61
Buttonwood Financial Group
Missouri
$600K -$4.82K -75 -0.8%
CSP
62
Cary Street Partners
Virginia
$594K +$3.92K +61 +0.7%
BCM
63
Brookstone Capital Management
Illinois
$564K -$1.03K -16 -0.2%
Creative Planning
64
Creative Planning
Kansas
$544K +$3.92K +61 +0.7%
SFG
65
Snider Financial Group
Washington
$542K -$20.5K -319 -4%
SPC
66
Sigma Planning Corp
Michigan
$538K -$7.32K -114 -1%
IWC
67
Integrated Wealth Concepts
Massachusetts
$538K +$578 +9 +0.1%
SA
68
Strategic Advocates
Utah
$515K +$2.44K +38 +0.5%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$507K +$495K +7,703 New
RCG
70
Regatta Capital Group
California
$499K
Mariner
71
Mariner
Kansas
$496K +$59K +918 +14%
WI
72
Westbourne Investments
Virginia
$480K +$468K +7,289 New
Betterment LLC
73
Betterment LLC
New York
$474K -$19.3K -301 -4%
SAI
74
Savvy Advisors Inc
New York
$474K +$248K +3,866 +116%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$470K -$45.2K -704 -9%

FDLO Hedge Fund Activity: Q3 2025 in Review

152 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2025, worth a combined $1.01B — up 16% from $867M a quarter earlier.

Fund positioning in FDLO was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86.9M. The largest seller was Envestnet Asset Management, cutting an estimated $3.58M.

  • 152 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $1.01B of Fidelity Low Volatility Factor ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q3 2025 was Fidelity Investments, an estimated $86.9M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.