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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$565M
2
GC
GFG Capital
Florida
$9.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.8M
4
RPCA
Running Point Capital Advisors
California
$6.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.02M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$13.1M
2
AAS
Ameritas Advisory Services
Nebraska
$7.57M
3
UBS Group
UBS Group
Switzerland
$774K
4
LNC
Lincoln National Corp
Pennsylvania
$3.02M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
101
Commonwealth Financial Services
West Virginia
– -$454K -9,331 Closed
SPC
102
Sigma Planning Corp
Michigan
– -$332K -6,831 Closed
AF
103
Allworth Financial
California
– -$6.96K -143 Closed
Creative Planning
104
Creative Planning
Kansas
– -$3.79K -78 Closed
1 2 3 4
5