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Fidelity Low Volatility Factor ETF

166 hedge funds and large institutions have $1.12B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$110M)

9% more funds holding

Funds holding: 152166 (+14)

0.75% more ownership

Funds ownership: 74.76%75.51% (+0.75%)

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
70
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.07M +$792K +11,940 +288%
AAS
52
Asset Allocation Strategies
Michigan
$1.07M -$112K -1,687 -10%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.07M -$7.89K -119 -0.7%
SMG
54
Smart Money Group
Texas
$1.05M +$11.6K +175 +1%
PCA
55
Pallas Capital Advisors
Massachusetts
$981K +$17.4K +263 +2%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$946K +$192K +2,899 +26%
RF
57
Roxbury Financial
New Jersey
$939K +$770K +11,618 +474%
SFS
58
Security Financial Services
Indiana
$864K +$46K +694 +6%
IAN
59
Integrated Advisors Network
Texas
$850K -$3.98K -60 -0.5%
GVAG
60
Great Valley Advisor Group
Delaware
$789K -$1.19K -18 -0.2%
ASN
61
Advisory Services Network
Georgia
$707K -$2.78K -42 -0.4%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$696K -$304K -4,582 -31%
WIM
63
Westside Investment Management
California
$659K -$195K -2,945 -23%
Creative Planning
64
Creative Planning
Kansas
$657K +$105K +1,586 +19%
CFB
65
Cullen/Frost Bankers
Texas
$640K +$9.74K +147 +2%
AWE
66
Avidian Wealth Enterprises
Texas
$636K -$2.19K -33 -0.3%
Citigroup
67
Citigroup
New York
$604K +$600K +9,055 New
SPC
68
Sigma Planning Corp
Michigan
$599K +$53.8K +811 +10%
CSP
69
Cary Street Partners
Virginia
$574K -$27.1K -409 -5%
BCM
70
Brookstone Capital Management
Illinois
$572K +$398 +6 +0.1%
IWC
71
Integrated Wealth Concepts
Massachusetts
$545K +$663 +10 +0.1%
BFG
72
Buttonwood Financial Group
Missouri
$534K -$79.9K -1,206 -13%
SA
73
Strategic Advocates
Utah
$532K +$6.63K +100 +1%
Mariner
74
Mariner
Kansas
$525K +$23.1K +348 +5%
SPIA
75
Steward Partners Investment Advisory
New York
$519K +$135K +2,032 +35%

FDLO Hedge Fund Activity: Q4 2025 in Review

166 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2025, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FDLO positions and 15 closed out — a net gain of 15 holders — while 70 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $52.5M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 166 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2025, up from 152 in Q3 2025.
  • Funds reported $1.12B of Fidelity Low Volatility Factor ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 30 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2025 and 15 closed out, a net change of +15 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $52.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.