Fidelity Low Volatility Factor ETF
FDLO
85 hedge funds and large institutions have $326M invested in Fidelity Low Volatility Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
15% more capital invested
Capital invested by funds: $284M → $326M (+$42.1M)
5.29% more ownership
Funds ownership: 52.63% → 57.92% (+5.3%)
2% more funds holding
Funds holding: 83 → 85 (+2)
0% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.8M |
| 2 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$10.7M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$7.79M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.46M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8.34M |
| 2 |
Jane Street
New York
|
-$2.07M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.35M |
| 4 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$1.25M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.03M |
FDLO Hedge Fund Activity: Q3 2023 in Review
85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2023, worth a combined $326M — up 15% from $284M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDLO positions and 11 closed out — a net gain of 4 holders — while 29 added to existing stakes and 29 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $32.8M. The largest seller was Corient Private Wealth, cutting an estimated $8.34M.
- 85 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2023, up from 83 in Q2 2023.
- Funds reported $326M of Fidelity Low Volatility Factor ETF stock for Q3 2023, up 15% quarter-over-quarter.
- 15 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2023 and 11 closed out, a net change of +4 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q3 2023 was Fidelity Investments, an estimated $32.8M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q3 2023 was Corient Private Wealth, an estimated $8.34M sold.
Based on aggregated 13F filings for Q3 2023.