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Fidelity Low Volatility Factor ETF

152 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $867M → $1.01B (+$142M)

3.54% more ownership

Funds ownership: 71.22%74.76% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 157152 (-5)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
62
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$458K +$36.8K +573 +9%
CAM
77
Cresset Asset Management
Illinois
$415K
SFPG
78
Stonebridge Financial Planning Group
Florida
$412K +$64.2K +1,000 +19%
UIM
79
Unified Investment Management
Georgia
$405K
SPIA
80
Steward Partners Investment Advisory
New York
$379K +$110K +1,715 +43%
VFG
81
Valley Financial Group
Pennsylvania
$373K +$6.81K +106 +2%
SIC
82
Samalin Investment Counsel
New York
$363K +$1.16K +18 +0.3%
DWP
83
Destiny Wealth Partners
Florida
$340K
SFG
84
Sovereign Financial Group
Connecticut
$334K +$1.09K +17 +0.3%
KWA
85
Kingswood Wealth Advisors
California
$326K +$1.41K +22 +0.4%
AWAG
86
ARS Wealth Advisors Group
Florida
$312K +$899 +14 +0.3%
MML Investors Services
87
MML Investors Services
Massachusetts
$310K -$125K -1,940 -29%
PAG
88
Private Advisor Group
New Jersey
$309K -$20.9K -326 -7%
JIC
89
Johnson Investment Counsel
Ohio
$303K -$257 -4 -0.1%
FFA
90
Farther Finance Advisors
California
$298K +$262K +4,083 +936%
AG
91
Ascent Group
Virginia
$275K +$32K +498 +14%
Citadel Advisors
92
Citadel Advisors
Florida
$273K -$2.91M -45,304 -92%
GS
93
GTS Securities
New York
$272K +$265K +4,127 New
EH
94
Equitable Holdings
New York
$269K +$32.2K +501 +14%
Cerity Partners
95
Cerity Partners
New York
$261K +$28.7K +447 +13%
CIC
96
Carnegie Investment Counsel
Ohio
$258K
JC
97
JB Capital
Connecticut
$237K +$514 +8 +0.2%
HPM
98
Hoxton Planning & Management
West Virginia
$235K
ACP
99
Aviance Capital Partners
Florida
$234K
ANTB
100
AMG National Trust Bank
Colorado
$232K +$514 +8 +0.2%

FDLO Hedge Fund Activity: Q3 2025 in Review

152 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2025, worth a combined $1.01B — up 16% from $867M a quarter earlier.

Fund positioning in FDLO was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86.9M. The largest seller was Envestnet Asset Management, cutting an estimated $3.58M.

  • 152 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $1.01B of Fidelity Low Volatility Factor ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q3 2025 was Fidelity Investments, an estimated $86.9M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.