Fidelity Low Volatility Factor ETF
FDLO
97 hedge funds and large institutions have $836M invested in Fidelity Low Volatility Factor ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
157% more capital invested
Capital invested by funds: $326M → $836M (+$510M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16.31% more ownership
Funds ownership: 57.92% → 74.23% (+16%)
14% more funds holding
Funds holding: 85 → 97 (+12)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$458M |
| 2 |
GC
GFG Capital
Miami,
Florida
|
+$8.47M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.79M |
| 4 |
RPCA
Running Point Capital Advisors
El Segundo,
California
|
+$3.44M |
| 5 |
Rockefeller Capital Management
New York
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.5M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$6.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.96M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.6M |
| 5 |
Goldman Sachs
New York
|
-$2.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFS
101
Commonwealth Financial Services
Vienna,
West Virginia
| – | -$454K | -9,331 | Closed |
|
|
SPC
102
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$332K | -6,831 | Closed |
|
|
AF
103
Allworth Financial
Folsom,
California
| – | -$6.96K | -143 | Closed |
|
104
Creative Planning
Overland Park,
Kansas
| – | -$3.79K | -78 | Closed |
|
FDLO Hedge Fund Activity: Q4 2023 in Review
97 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2023, worth a combined $836M — up 157% from $326M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FDLO positions and 7 closed out — a net gain of 12 holders — while 32 added to existing stakes and 34 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $458M. The largest seller was Osaic Holdings, cutting an estimated $7.5M.
- 97 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $836M of Fidelity Low Volatility Factor ETF stock for Q4 2023, up 157% quarter-over-quarter.
- 19 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2023 and 7 closed out, a net change of +12 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2023 was Fidelity Investments, an estimated $458M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2023 was Osaic Holdings, an estimated $7.5M sold.
Based on aggregated 13F filings for Q4 2023.