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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

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
Holders
140
Holders Change
–
Holders Change %
0%
% of All Funds
1.9%
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
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.13M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M
3
FIA
Foundations Investment Advisors
Arizona
+$2.95M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.19M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.92M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
-$6.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
3
GC
GFG Capital
Florida
-$2.11M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$1.85M
5
SBH
Segall Bryant & Hamill
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$382K – – –
UIM
77
Unified Investment Management
Georgia
$373K – – –
PAG
78
Private Advisor Group
New Jersey
$363K +$12.6K +208 +4%
Mariner
79
Mariner
Kansas
$344K +$20.6K +339 +6%
VFG
80
Valley Financial Group
Pennsylvania
$339K +$17.2K +283 +5%
SIC
81
Samalin Investment Counsel
New York
$333K -$248K -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 +$1.21K +20 +0.4%
JWCA
85
J.W. Cole Advisors
Florida
$301K +$301K +4,960 New
KWA
86
Kingswood Wealth Advisors
California
$300K -$3.21K -53 -1%
JIC
87
Johnson Investment Counsel
Ohio
$297K -$22.2K -366 -7%
AWAG
88
ARS Wealth Advisors Group
Florida
$286K -$3.76K -62 -1%
ACM
89
Absolute Capital Management
Pennsylvania
$283K +$364 +6 +0.1%
SPIA
90
Steward Partners Investment Advisory
New York
$260K +$36.6K +603 +16%
Cerity Partners
91
Cerity Partners
New York
$251K +$22K +363 +10%
RWB
92
RMR Wealth Builders
New Jersey
$231K +$485 +8 +0.2%
AG
93
Ascent Group
Virginia
$224K +$224K +3,690 New
CIC
94
Carnegie Investment Counsel
Ohio
$216K – – –
HPM
95
Hoxton Planning & Management
West Virginia
$216K +$7.21K +119 +3%
ACP
96
Aviance Capital Partners
Florida
$215K – – –
JC
97
JB Capital
Connecticut
$214K +$2.55K +42 +1%
ANTB
98
AMG National Trust Bank
Colorado
$213K +$485 +8 +0.2%
EH
99
Equitable Holdings
New York
$201K +$201K +3,320 New
ACA
100
Aptus Capital Advisors
Alabama
$193K +$485 +8 +0.3%
2 3
4
5 6