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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $867M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 140157 (+17)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.66% less ownership

Funds ownership: 74.88%71.22% (-3.7%)

14% less capital invested

Capital invested by funds: $1B → $867M (-$136M)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
54
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$220K -$38K -633 -15%
ACM
102
Absolute Capital Management
Pennsylvania
$218K -$71.5K -1,190 -26%
CFG
103
Citizens Financial Group
Rhode Island
$217K +$208K +3,461 New
BCI
104
Brinker Capital Investments
Pennsylvania
$211K +$202K +3,360 New
SAI
105
Savvy Advisors Inc
New York
$209K +$200K +3,329 New
DWM
106
Darwin Wealth Management
Florida
$193K -$4.5K -75 -2%
PWM
107
Provident Wealth Management
Tennessee
$181K
UBS Group
108
UBS Group
Switzerland
$166K -$312K -5,187 -66%
KFI
109
Key Financial Inc
Pennsylvania
$152K
Wells Fargo
110
Wells Fargo
California
$150K +$74.8K +1,245 +109%
CAM
111
Clarity Asset Management
Iowa
$140K +$481 +8 +0.4%
GRP
112
Global Retirement Partners
California
$136K +$130K +2,160 New
RF
113
Roxbury Financial
New Jersey
$133K +$106K +1,767 +495%
AAP
114
Arax Advisory Partners
Colorado
$114K +$420 +7 +0.4%
BTI
115
Blue Trust Inc
Georgia
$67.3K +$64.3K +1,071 New
PWAM
116
Private Wealth Asset Management
Iowa
$65.9K
AIP
117
Ameritas Investment Partners
Nebraska
$62.4K +$180 +3 +0.3%
MIM
118
MTM Investment Management
South Carolina
$57.7K +$55.2K +919 New
TC
119
Truvestments Capital
Florida
$50.2K
Citigroup
120
Citigroup
New York
$48.5K +$46.4K +772 New
BFP
121
Briaud Financial Planning
Texas
$45K +$43.4K +722 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$44K +$29.4K +490 +233%
AWM
123
Abound Wealth Management
Tennessee
$33.2K +$31.8K +529 New
FFA
124
Farther Finance Advisors
California
$27.4K +$4.26K +71 +19%
Comerica Bank
125
Comerica Bank
Texas
$24.7K

FDLO Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2025, worth a combined $867M — down 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FDLO positions and 6 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.5M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 157 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $867M of Fidelity Low Volatility Factor ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 24 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2025 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.