Fidelity Low Volatility Factor ETF
FDLO
FDLO
103 hedge funds and large institutions have $698M invested in Fidelity Low Volatility Factor ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
37
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$8.34M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$7.03M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.84M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.19M |
| 5 |
JPMorgan Chase & Co
New York
|
+$1.43M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$204M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.56M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.8M |
| 4 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$1.97M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $3.43K | -$21.4K | -381 | -86% |
|
|
WWP
102
WR Wealth Planners
Columbia,
Missouri
| $3.03K | +$3.03K | +54 | New |
|
|
WT
103
Washington Trust
Westerly,
Rhode Island
| $112 | +$112 | +2 | New |
|
104
Wells Fargo
San Francisco,
California
| $25 | -$998 | -19 | Closed |
|
|
DADC
105
D.A. Davidson & Co
Great Falls,
Montana
| – | -$990K | -18,692 | Closed |
|
|
KWA
106
Kingswood Wealth Advisors
San Diego,
California
| – | -$361K | -6,817 | Closed |
|
|
KWS
107
Keystone Wealth Services
Palm Desert,
California
| – | -$359K | -6,784 | Closed |
|
|
OFG
108
OmniStar Financial Group
Wilmington,
North Carolina
| – | -$312K | -5,894 | Closed |
|
|
IAIM
109
International Assets Investment Management
Orlando,
Florida
| – | -$243K | -4,594 | Closed |
|
|
RIM
110
Rockbridge Investment Management
Syracuse,
New York
| – | -$7.15K | -135 | Closed |
|