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Fidelity Low Volatility Factor ETF
FDLO

140 hedge funds and large institutions have $992M invested in Fidelity Low Volatility Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

9% more funds holding

Funds holding: 129 → 140 (+11)

6% more capital invested

Capital invested by funds: $934M → $992M (+$57.9M)

2.82% more ownership

Funds ownership: 72.8% → 75.62% (+2.8%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
53
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.7M
2
Bank of America
Bank of America
North Carolina
+$6.65M
3
Two Sigma Investments
Two Sigma Investments
New York
+$2.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.33M
5
TWP
Tempus Wealth Planning
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
SC
Sykon Capital
New York
-$11.8M
2
WA
Win Advisors
Florida
-$9.39M
3
AAS
Ameritas Advisory Services
Nebraska
-$2.56M
4
Jane Street
Jane Street
New York
-$1.51M
5
CAL
Capital Analysts LLC
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$309K -$210K -3,409 -40%
SFG
77
Sovereign Financial Group
Connecticut
$304K +$1.11K +18 +0.4%
KWA
78
Kingswood Wealth Advisors
California
$303K -$55K -891 -15%
RFC
79
Regions Financial Corp
Alabama
$298K +$304K +4,920 New
AWAG
80
ARS Wealth Advisors Group
Florida
$289K -$9.2K -149 -3%
ACM
81
Absolute Capital Management
Pennsylvania
$282K +$27.9K +452 +11%
OFG
82
OmniStar Financial Group
North Carolina
$245K +$47.9K +776 +24%
BCI
83
Brinker Capital Investments
Pennsylvania
$244K +$249K +4,032 New
OPS
84
Orion Portfolio Solutions
Nebraska
$244K +$249K +4,032 New
IAA
85
Independent Advisor Alliance
North Carolina
$240K +$245K +3,968 New
HNB
86
Huntington National Bank
Ohio
$238K – – –
CIC
87
Carnegie Investment Counsel
Ohio
$237K – – –
RWB
88
RMR Wealth Builders
New Jersey
$230K +$432 +7 +0.2%
Cerity Partners
89
Cerity Partners
New York
$229K -$37.9K -614 -14%
SPIA
90
Steward Partners Investment Advisory
New York
$223K – – –
ACP
91
Aviance Capital Partners
Florida
$215K – – –
ANTB
92
AMG National Trust Bank
Colorado
$212K +$494 +8 +0.2%
JC
93
JB Capital
Connecticut
$211K +$494 +8 +0.2%
HPM
94
Hoxton Planning & Management
West Virginia
$209K – – –
Creative Planning
95
Creative Planning
Kansas
$206K +$210K +3,405 New
AWM
96
Apollon Wealth Management
South Carolina
$201K -$556 -9 -0.3%
ACA
97
Aptus Capital Advisors
Alabama
$193K +$494 +8 +0.3%
DWM
98
Darwin Wealth Management
Florida
$191K +$370 +6 +0.2%
IA
99
IFP Advisors
Florida
$186K – – –
CFB
100
Cullen/Frost Bankers
Texas
$183K +$48.8K +790 +35%
2 3
4
5 6

FDLO Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2024, worth a combined $992M — up 6.2% from $934M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FDLO positions and 13 closed out — a net gain of 14 holders — while 53 added to existing stakes and 37 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $57.7M. The largest seller was Sykon Capital, exiting entirely with an estimated $11.8M sold.

  • 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $992M of Fidelity Low Volatility Factor ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 27 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2024 and 13 closed out, a net change of +14 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2024 was Fidelity Investments, an estimated $57.7M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2024 was Sykon Capital, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.