Fidelity Low Volatility Factor ETF
FDLO
66 hedge funds and large institutions have $182M invested in Fidelity Low Volatility Factor ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
13% more capital invested
Capital invested by funds: $161M → $182M (+$20.8M)
13% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 24
5% more funds holding
Funds holding: 63 → 66 (+3)
1.34% more ownership
Funds ownership: 43.52% → 44.86% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$5.86M |
| 2 |
Citigroup
New York
|
+$5.46M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.06M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.46M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$7.66M |
| 2 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$3.15M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.34M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.01M |
| 5 |
Goldman Sachs
New York
|
-$502K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| – | -$41 | -1 | Closed |
|
FDLO Hedge Fund Activity: Q4 2020 in Review
66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2020, worth a combined $182M — up 13% from $161M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDLO positions and 8 closed out — a net gain of 3 holders — while 27 added to existing stakes and 24 trimmed.
The largest buyer was Capital Analysts LLC, adding an estimated $5.86M. The largest seller was Roosevelt Investment Group, cutting an estimated $7.66M.
- 66 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2020, up from 63 in Q3 2020.
- Funds reported $182M of Fidelity Low Volatility Factor ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 11 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2020 and 8 closed out, a net change of +3 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2020 was Capital Analysts LLC, an estimated $5.86M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2020 was Roosevelt Investment Group, an estimated $7.66M sold.
Based on aggregated 13F filings for Q4 2020.