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Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $992M → $1B (+$11.1M)

0% more funds holding

Funds holding: 140140 (0)

0.74% less ownership

Funds ownership: 75.62%74.88% (-0.74%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
59
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$382K
UIM
77
Unified Investment Management
Georgia
$373K
PAG
78
Private Advisor Group
New Jersey
$363K +$12.8K +208 +4%
Mariner
79
Mariner
Kansas
$344K +$20.8K +339 +6%
VFG
80
Valley Financial Group
Pennsylvania
$339K +$17.4K +283 +5%
SIC
81
Samalin Investment Counsel
New York
$333K -$252K -4,093 -43%
SFPG
82
Stonebridge Financial Planning Group
Florida
$318K
DWP
83
Destiny Wealth Partners
Florida
$313K
SFG
84
Sovereign Financial Group
Connecticut
$305K +$1.23K +20 +0.4%
JWCA
85
J.W. Cole Advisors
Florida
$301K +$305K +4,960 New
KWA
86
Kingswood Wealth Advisors
California
$300K -$3.26K -53 -1%
JIC
87
Johnson Investment Counsel
Ohio
$297K -$22.5K -366 -7%
AWAG
88
ARS Wealth Advisors Group
Florida
$286K -$3.81K -62 -1%
ACM
89
Absolute Capital Management
Pennsylvania
$283K +$369 +6 +0.1%
SPIA
90
Steward Partners Investment Advisory
New York
$260K +$37.1K +603 +16%
Cerity Partners
91
Cerity Partners
New York
$251K +$22.3K +363 +10%
RWB
92
RMR Wealth Builders
New Jersey
$231K +$492 +8 +0.2%
AG
93
Ascent Group
Virginia
$224K +$227K +3,690 New
CIC
94
Carnegie Investment Counsel
Ohio
$216K
HPM
95
Hoxton Planning & Management
West Virginia
$216K +$7.32K +119 +3%
ACP
96
Aviance Capital Partners
Florida
$215K
JC
97
JB Capital
Connecticut
$214K +$2.58K +42 +1%
ANTB
98
AMG National Trust Bank
Colorado
$213K +$492 +8 +0.2%
EH
99
Equitable Holdings
New York
$201K +$204K +3,320 New
ACA
100
Aptus Capital Advisors
Alabama
$193K +$492 +8 +0.3%

FDLO Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2025, worth a combined $1B — up 1.1% from $992M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FDLO positions and 16 closed out — a net gain of 2 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.19M. The largest seller was Abundance Wealth Counselors, cutting an estimated $6.82M.

  • 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1B of Fidelity Low Volatility Factor ETF stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 18 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2025 and 16 closed out, a net change of +2 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q1 2025 was Goldman Sachs, an estimated $4.19M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q1 2025 was Abundance Wealth Counselors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2025.