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Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $992M → $1B (+$11.1M)

0% more funds holding

Funds holding: 140140 (0)

0.74% less ownership

Funds ownership: 75.62%74.88% (-0.74%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
59
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Darwin Wealth Management
Florida
$191K
IA
102
IFP Advisors
Florida
$186K
PWM
103
Provident Wealth Management
Tennessee
$175K
KFI
104
Key Financial Inc
Pennsylvania
$147K
CAM
105
Clarity Asset Management
Iowa
$135K +$553 +9 +0.4%
AAP
106
Arax Advisory Partners
Colorado
$110K +$430 +7 +0.4%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$77.6K -$2.27K -37 -3%
HI
108
Harbour Investments
Wisconsin
$73.7K
Wells Fargo
109
Wells Fargo
California
$69.2K -$36.6K -596 -34%
PWAM
110
Private Wealth Asset Management
Iowa
$63.7K +$64.6K +1,050 New
AIP
111
Ameritas Investment Partners
Nebraska
$60K +$246 +4 +0.4%
TC
112
Truvestments Capital
Florida
$48.5K
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$26.9K +$1.35K +22 +5%
Comerica Bank
114
Comerica Bank
Texas
$23.9K
RF
115
Roxbury Financial
New Jersey
$22.3K +$11.4K +186 +109%
FFA
116
Farther Finance Advisors
California
$22.1K
WSFS
117
Wilmington Savings Fund Society
Delaware
$21.8K +$22.1K +360 New
SIS
118
Sound Income Strategies
Florida
$20.4K
SSB
119
Sandy Spring Bank
Maryland
$17.6K +$17.9K +291 New
EWA
120
EverSource Wealth Advisors
Alabama
$16.9K +$17.1K +278 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$13K +$615 +10 +5%
PS
122
Principal Securities
Iowa
$12.6K
AF
123
Allworth Financial
California
$12.1K +$9.78K +159 +338%
GI
124
GAMMA Investing
California
$11.6K
MCM
125
MAI Capital Management
Ohio
$11.2K -$3.26K -53 -22%

FDLO Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2025, worth a combined $1B — up 1.1% from $992M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FDLO positions and 16 closed out — a net gain of 2 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.19M. The largest seller was Abundance Wealth Counselors, cutting an estimated $6.82M.

  • 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1B of Fidelity Low Volatility Factor ETF stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 18 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2025 and 16 closed out, a net change of +2 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q1 2025 was Goldman Sachs, an estimated $4.19M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q1 2025 was Abundance Wealth Counselors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2025.