Fidelity Low Volatility Factor ETF
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.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
6% more funds holding
Funds holding: 97 → 103 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 38
5.61% less ownership
Funds ownership: 74.23% → 68.62% (-5.6%)
17% less capital invested
Capital invested by funds: $836M → $698M (-$138M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.11M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.94M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.1M |
| 5 |
JP Morgan Chase
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$199M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.72M |
| 4 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$1.92M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $3.43K | -$20.8K | -381 | -86% |
|
|
WWP
102
WR Wealth Planners
Columbia,
Missouri
| $3.03K | +$2.95K | +54 | New |
|
|
WT
103
Washington Trust
Westerly,
Rhode Island
| $112 | +$109 | +2 | New |
|
104
Wells Fargo
San Francisco,
California
| $25 | -$1.04K | -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 |
|
FDLO Hedge Fund Activity: Q1 2024 in Review
103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2024, worth a combined $698M — down 17% from $836M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FDLO positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.11M. The largest seller was Fidelity Investments, cutting an estimated $199M.
- 103 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2024, up from 97 in Q4 2023.
- Funds reported $698M of Fidelity Low Volatility Factor ETF stock for Q1 2024, down 17% quarter-over-quarter.
- 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2024 and 7 closed out, a net change of +7 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q1 2024 was Morgan Stanley, an estimated $8.11M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q1 2024 was Fidelity Investments, an estimated $199M sold.
Based on aggregated 13F filings for Q1 2024.