Fidelity Low Volatility Factor ETF
FDLO
77 hedge funds and large institutions have $257M invested in Fidelity Low Volatility Factor ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
9% more capital invested
Capital invested by funds: $236M → $257M (+$21.1M)
7.04% more ownership
Funds ownership: 46% → 53.04% (+7%)
0% more funds holding
Funds holding: 77 → 77 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$12.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.76M |
| 3 |
RIG
Roosevelt Investment Group
New York
|
+$6.95M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.58M |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWIA
Bryant Woods Investment Advisors
Getzville,
New York
|
-$9.58M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.96M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.84M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.28M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
76
Rockbridge Investment Management
Syracuse,
New York
| $6.79K | – | – | – |
|
|
WIM
77
Westside Investment Management
Santa Monica,
California
| $317 | +$26.7K | +545 | +9% |
|
|
AI
78
Atria Investments
Charlotte,
North Carolina
| – | -$1.84M | -35,160 | Closed |
|
|
FTS
79
Fifth Third Securities
Cincinnati,
Ohio
| – | -$556K | -10,635 | Closed |
|
|
CA
80
Cetera Advisors
Denver,
Colorado
| – | -$340K | -6,507 | Closed |
|
|
JIC
81
Johnson Investment Counsel
Cincinnati,
Ohio
| – | -$217K | -4,145 | Closed |
|
|
SCA
82
Snowden Capital Advisors
New York
| – | -$79K | -1,520 | Closed |
|
|
COCM
83
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$42K | -800 | Closed |
|
|
ACA
84
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$23K | -440 | Closed |
|
85
US Bancorp
Minneapolis,
Minnesota
| – | -$10K | -183 | Closed |
|
86
Wells Fargo
San Francisco,
California
| – | +$49 | +1 | New |
|
FDLO Hedge Fund Activity: Q1 2022 in Review
77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2022, worth a combined $257M — up 8.9% from $236M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDLO positions and 8 closed out — a net gain of 2 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $12.6M. The largest seller was Bryant Woods Investment Advisors, cutting an estimated $9.58M.
- 77 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $257M of Fidelity Low Volatility Factor ETF stock for Q1 2022, up 8.9% quarter-over-quarter.
- 10 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2022 and 8 closed out, a net change of +2 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q1 2022 was GeoWealth Management, an estimated $12.6M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q1 2022 was Bryant Woods Investment Advisors, an estimated $9.58M sold.
Based on aggregated 13F filings for Q1 2022.