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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
29
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$78.2M
2
AWC
Abundance Wealth Counselors
Pennsylvania
$10.4M
3
AAS
Ameritas Advisory Services
Nebraska
$13.2M
4
UBS Group
UBS Group
Switzerland
$6.44M
5
ACM
Advisors Capital Management
New Jersey
$3.41M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$18.6M
2
Jane Street
Jane Street
New York
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.1M
4
SXL
Summit X LLC
Missouri
$3.61M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
76
Arax Advisory Partners
Colorado
$86.2K +$292 +6 +0.3%
SS
77
Sunbelt Securities
Texas
$69.2K -$681 -14 -1%
HI
78
Harbour Investments
Wisconsin
$58.5K +$146 +3 +0.3%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$33.7K +$33.7K +694 New
CFGS
80
Concourse Financial Group Securities
Alabama
$24.3K – – –
SWM
81
Spire Wealth Management
Virginia
$16.9K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
AF
83
Allworth Financial
California
$6.96K +$6.96K +143 New
Franklin Resources
84
Franklin Resources
California
$4.91K +$4.91K +101 New
Creative Planning
85
Creative Planning
Kansas
$3.79K +$3.79K +78 New
Wells Fargo
86
Wells Fargo
California
$4 -$28 -1 Closed
Jane Street
87
Jane Street
New York
– -$2.07M -41,232 Closed
FTUS
88
Flow Traders U.S.
New York
– -$1.03M -20,595 Closed
KM
89
Kalos Management
Georgia
– -$408K -8,141 Closed
IAIM
90
International Assets Investment Management
Florida
– -$317K -6,649 Closed
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
– -$47K -999 Closed
TWD
92
True Wealth Design
Ohio
– -$19.6K -392 Closed
CWA
93
Clearview Wealth Advisors
Oregon
– -$16.3K -325 Closed
TAM
94
Tucker Asset Management
Colorado
– -$7.17K -143 Closed
CA
95
Centerpoint Advisors
Massachusetts
– -$5K -90 Closed
ACA
96
Aptus Capital Advisors
Alabama
– -$2.06K -41 Closed
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