FDLO icon

Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

97 hedge funds and large institutions have $836M invested in Fidelity Low Volatility Factor ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$565M
2
GC
GFG Capital
Florida
$9.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.8M
4
RPCA
Running Point Capital Advisors
California
$6.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.02M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$13.1M
2
AAS
Ameritas Advisory Services
Nebraska
$7.57M
3
UBS Group
UBS Group
Switzerland
$774K
4
LNC
Lincoln National Corp
Pennsylvania
$3.02M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
76
Birchcreek Wealth Management
Ohio
$232K +$232K +4,373 New
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$223K -$1.11K -21 -0.5%
DWM
78
Darwin Wealth Management
Florida
$222K -$25.8K -487 -10%
HNB
79
Huntington National Bank
Ohio
$218K -$191K – –
SPIA
80
Steward Partners Investment Advisory
New York
$213K -$34.5K -652 -14%
GWM
81
GDS Wealth Management
Texas
$209K +$209K +3,955 New
IA
82
IFP Advisors
Florida
$165K +$2.01K +38 +1%
CAM
83
Clarity Asset Management
Iowa
$115K +$115K +2,179 New
AAP
84
Arax Advisory Partners
Colorado
$94.1K +$265 +5 +0.3%
SS
85
Sunbelt Securities
Texas
$75.5K – – –
HI
86
Harbour Investments
Wisconsin
$63.7K – – –
VF
87
VitalStone Financial
Texas
$28K -$236K -4,391 -89%
CFGS
88
Concourse Financial Group Securities
Alabama
$26.5K – – –
VAMG
89
Voisard Asset Management Group
Michigan
$26.5K +$26.5K +500 New
SIS
90
Sound Income Strategies
Florida
$23.4K +$23.4K +442 New
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$20.2K -$16.5K -312 -45%
SWM
92
Spire Wealth Management
Virginia
$18.8K – – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
RIM
94
Rockbridge Investment Management
New York
$7.15K +$7.15K +135 New
Franklin Resources
95
Franklin Resources
California
$5.35K – – –
CAS
96
Coppell Advisory Solutions
Texas
$2.65K +$2.65K +50 New
Wells Fargo
97
Wells Fargo
California
$998 +$998 +19 New
Goldman Sachs
98
Goldman Sachs
New York
– -$2.42M -49,813 Closed
PFS
99
Prospera Financial Services
Texas
– -$1.71M -35,239 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$811K -16,680 Closed
1 2 3
4
5