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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $867M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 140157 (+17)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.66% less ownership

Funds ownership: 74.88%71.22% (-3.7%)

14% less capital invested

Capital invested by funds: $1B → $867M (-$136M)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
54
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$400K +$180 +3 +0%
CAM
77
Cresset Asset Management
Illinois
$396K -$60 -1 -0%
UIM
78
Unified Investment Management
Georgia
$386K
ACA
79
Aptus Capital Advisors
Alabama
$378K +$170K +2,835 +89%
SS
80
Sunbelt Securities
Texas
$371K -$321K -5,338 -47%
VFG
81
Valley Financial Group
Pennsylvania
$349K -$2.04K -34 -0.6%
SIC
82
Samalin Investment Counsel
New York
$345K +$180 +3 +0.1%
SFPG
83
Stonebridge Financial Planning Group
Florida
$330K
DWP
84
Destiny Wealth Partners
Florida
$325K
SFG
85
Sovereign Financial Group
Connecticut
$318K +$1.14K +19 +0.4%
JWCA
86
J.W. Cole Advisors
Florida
$317K +$4.99K +83 +2%
PAG
87
Private Advisor Group
New Jersey
$315K -$58.9K -980 -16%
KWA
88
Kingswood Wealth Advisors
California
$309K -$1.08K -18 -0.4%
AWAG
89
ARS Wealth Advisors Group
Florida
$297K +$1.02K +17 +0.4%
JIC
90
Johnson Investment Counsel
Ohio
$289K -$17.4K -289 -6%
SPIA
91
Steward Partners Investment Advisory
New York
$253K -$14.9K -248 -6%
CIC
92
Carnegie Investment Counsel
Ohio
$246K
AG
93
Ascent Group
Virginia
$231K -$961 -16 -0.4%
JC
94
JB Capital
Connecticut
$226K +$4.26K +71 +2%
EH
95
Equitable Holdings
New York
$225K +$16K +267 +8%
HPM
96
Hoxton Planning & Management
West Virginia
$224K
ACP
97
Aviance Capital Partners
Florida
$223K
RWB
98
RMR Wealth Builders
New Jersey
$222K -$16K -266 -7%
ANTB
99
AMG National Trust Bank
Colorado
$221K +$481 +8 +0.2%
IA
100
IFP Advisors
Florida
$220K +$26.6K +443 +14%

FDLO Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2025, worth a combined $867M — down 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FDLO positions and 6 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.5M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 157 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $867M of Fidelity Low Volatility Factor ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 24 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2025 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.