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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

129 hedge funds and large institutions have $934M invested in Fidelity Low Volatility Factor ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
27
Increased
42
Reduced
39
Closed
6
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$574M
2
SBH
Segall Bryant & Hamill
Illinois
$17M
3
AWC
Abundance Wealth Counselors
Pennsylvania
$12M
4
SC
Sykon Capital
New York
$11.8M
5
WA
Win Advisors
Florida
$9.39M

Top Sellers

1
ACM
Absolute Capital Management
Pennsylvania
$258K
2
Morgan Stanley
Morgan Stanley
New York
$6.76M
3
NA
NewEdge Advisors
Louisiana
$6.45M
4
Corient Private Wealth
Corient Private Wealth
Florida
$17.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$153K +$114K +1,865 +300%
KFI
102
Key Financial Inc
Pennsylvania
$149K – – –
CFB
103
Cullen/Frost Bankers
Texas
$137K +$123K +2,006 +904%
CAM
104
Clarity Asset Management
Iowa
$135K +$429 +7 +0.3%
AAP
105
Arax Advisory Partners
Colorado
$110K +$368 +6 +0.3%
UBS Group
106
UBS Group
Switzerland
$104K -$36.3K -592 -26%
EWA
107
EP Wealth Advisors
California
$101K +$101K +1,639 New
HI
108
Harbour Investments
Wisconsin
$73.8K – – –
AIP
109
Ameritas Investment Partners
Nebraska
$60.3K +$60.3K +983 New
TC
110
Truvestments Capital
Florida
$49.1K +$49.1K +800 New
William Blair & Company
111
William Blair & Company
Illinois
$31.2K +$31.2K +508 New
VAMG
112
Voisard Asset Management Group
Michigan
$30.7K – – –
Comerica Bank
113
Comerica Bank
Texas
$24.2K +$24.2K +394 New
VF
114
VitalStone Financial
Texas
$23.7K +$1.66K +27 +8%
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$23.6K – – –
FFA
116
Farther Finance Advisors
California
$22.4K +$2.03K +33 +10%
PS
117
Principal Securities
Iowa
$12.8K +$12.8K +208 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
GI
119
GAMMA Investing
California
$11.8K – – –
Wells Fargo
120
Wells Fargo
California
$8.81K -$1.96K -32 -18%
US Bancorp
121
US Bancorp
Minnesota
$8.22K -$39.1K -638 -83%
GRP
122
Global Retirement Partners
California
$6.26K – – –
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$3.94K – – –
SIS
124
Sound Income Strategies
Florida
$3.74K – – –
AF
125
Allworth Financial
California
$2.88K +$2.88K +47 New
2 3 4
5
6