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Fidelity Low Volatility Factor ETF

166 hedge funds and large institutions have $1.12B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$110M)

9% more funds holding

Funds holding: 152166 (+14)

0.75% more ownership

Funds ownership: 74.76%75.51% (+0.75%)

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
70
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$488K +$11.9K +180 +3%
Betterment LLC
77
Betterment LLC
New York
$471K -$8.82K -133 -2%
Cerity Partners
78
Cerity Partners
New York
$460K +$194K +2,931 +74%
SAI
79
Savvy Advisors Inc
New York
$426K -$54.2K -818 -11%
WI
80
Westbourne Investments
Virginia
$423K -$63K -950 -13%
CAM
81
Cresset Asset Management
Illinois
$421K
Bank of New York Mellon
82
Bank of New York Mellon
New York
$420K -$93.2K -1,406 -18%
SFPG
83
Stonebridge Financial Planning Group
Florida
$417K
UIM
84
Unified Investment Management
Georgia
$411K
FFA
85
Farther Finance Advisors
California
$394K +$91.5K +1,381 +31%
VFG
86
Valley Financial Group
Pennsylvania
$387K +$9.41K +142 +3%
SFG
87
Snider Financial Group
Washington
$384K -$163K -2,463 -30%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$380K +$325K +4,910 +627%
SIC
89
Samalin Investment Counsel
New York
$368K +$133 +2 +0%
DWP
90
Destiny Wealth Partners
Florida
$352K
KWA
91
Kingswood Wealth Advisors
California
$351K +$20.2K +304 +6%
SFG
92
Sovereign Financial Group
Connecticut
$340K +$1.13K +17 +0.3%
AWAG
93
ARS Wealth Advisors Group
Florida
$317K +$994 +15 +0.3%
PAG
94
Private Advisor Group
New Jersey
$315K +$2.12K +32 +0.7%
AIP
95
Almanack Investment Partners
Pennsylvania
$311K +$309K +4,659 New
MML Investors Services
96
MML Investors Services
Massachusetts
$310K -$3.78K -57 -1%
AG
97
Ascent Group
Virginia
$307K +$28.3K +427 +10%
WIA
98
World Investment Advisors
California
$306K +$304K +4,586 New
JIC
99
Johnson Investment Counsel
Ohio
$302K -$5.44K -82 -2%
CFG
100
Citizens Financial Group
Rhode Island
$300K +$68.7K +1,036 +30%

FDLO Hedge Fund Activity: Q4 2025 in Review

166 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2025, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FDLO positions and 15 closed out — a net gain of 15 holders — while 70 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $52.5M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 166 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2025, up from 152 in Q3 2025.
  • Funds reported $1.12B of Fidelity Low Volatility Factor ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 30 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2025 and 15 closed out, a net change of +15 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $52.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.