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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

129 hedge funds and large institutions have $934M invested in Fidelity Low Volatility Factor ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
27
Increased
42
Reduced
39
Closed
6
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$574M
2
SBH
Segall Bryant & Hamill
Illinois
$17M
3
AWC
Abundance Wealth Counselors
Pennsylvania
$12M
4
SC
Sykon Capital
New York
$11.8M
5
WA
Win Advisors
Florida
$9.39M

Top Sellers

1
ACM
Absolute Capital Management
Pennsylvania
$258K
2
Morgan Stanley
Morgan Stanley
New York
$6.76M
3
NA
NewEdge Advisors
Louisiana
$6.45M
4
Corient Private Wealth
Corient Private Wealth
Florida
$17.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
76
Destiny Wealth Partners
Florida
$317K – – –
SFG
77
Sovereign Financial Group
Connecticut
$307K – – –
AWAG
78
ARS Wealth Advisors Group
Florida
$302K +$920 +15 +0.3%
Cerity Partners
79
Cerity Partners
New York
$270K +$270K +4,394 New
Mariner
80
Mariner
Kansas
$269K +$7.73K +126 +3%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$267K +$267K +4,350 New
ACM
82
Absolute Capital Management
Pennsylvania
$258K -$4.34M -70,740 -94%
AI
83
Atria Investments
North Carolina
$248K -$1.53K -25 -0.6%
ECA
84
Elevation Capital Advisory
Oregon
$246K +$246K +4,007 New
GM
85
GeoWealth Management
Illinois
$246K +$246K +4,007 New
Truist Financial
86
Truist Financial
North Carolina
$244K -$44.2K -720 -15%
HNB
87
Huntington National Bank
Ohio
$241K -$225K – –
CIC
88
Carnegie Investment Counsel
Ohio
$240K -$9.88K -161 -4%
RWB
89
RMR Wealth Builders
New Jersey
$233K +$368 +6 +0.2%
SPIA
90
Steward Partners Investment Advisory
New York
$226K +$17K +277 +8%
ACP
91
Aviance Capital Partners
Florida
$218K – – –
ANTB
92
AMG National Trust Bank
Colorado
$214K +$214K +3,494 New
JC
93
JB Capital
Connecticut
$213K +$213K +3,473 New
HPM
94
Hoxton Planning & Management
West Virginia
$211K +$211K +3,442 New
BWIA
95
Bryant Woods Investment Advisors
New York
$211K -$276K -4,497 -57%
AWM
96
Apollon Wealth Management
South Carolina
$204K -$12.4K -202 -6%
OFG
97
OmniStar Financial Group
North Carolina
$202K +$202K +3,253 New
ACA
98
Aptus Capital Advisors
Alabama
$195K +$66.4K +1,083 +52%
DWM
99
Darwin Wealth Management
Florida
$193K +$193K +3,138 New
IA
100
IFP Advisors
Florida
$188K – – –
2 3
4
5 6