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Fidelity Low Volatility Factor ETF

152 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $867M → $1.01B (+$142M)

3.54% more ownership

Funds ownership: 71.22%74.76% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 157152 (-5)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
62
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
101
Citizens Financial Group
Rhode Island
$228K
ACA
102
Aptus Capital Advisors
Alabama
$217K -$176K -2,735 -45%
RWB
103
RMR Wealth Builders
New Jersey
$212K -$20.2K -315 -9%
IA
104
IFP Advisors
Florida
$211K -$20K -311 -9%
SA
105
Sovran Advisors
California
$206K +$201K +3,122 New
DWM
106
Darwin Wealth Management
Florida
$203K +$385 +6 +0.2%
PWM
107
Provident Wealth Management
Tennessee
$190K
UBS Group
108
UBS Group
Switzerland
$189K +$15.4K +240 +9%
RF
109
Roxbury Financial
New Jersey
$162K +$21.1K +329 +15%
KFI
110
Key Financial Inc
Pennsylvania
$160K
Wells Fargo
111
Wells Fargo
California
$153K -$4.18K -65 -3%
CAM
112
Clarity Asset Management
Iowa
$147K +$514 +8 +0.4%
GRP
113
Global Retirement Partners
California
$143K +$385 +6 +0.3%
SS
114
Sunbelt Securities
Texas
$135K -$262K -4,080 -67%
PWAM
115
Private Wealth Asset Management
Iowa
$69.2K
AIP
116
Ameritas Investment Partners
Nebraska
$65.7K +$257 +4 +0.4%
MIM
117
MTM Investment Management
South Carolina
$60.5K
TC
118
Truvestments Capital
Florida
$52.7K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$52K +$5.33K +83 +12%
PA
120
Parallel Advisors
California
$45.3K +$44.2K +688 New
AWM
121
Abound Wealth Management
Tennessee
$34.8K
MCM
122
MAI Capital Management
Ohio
$27.6K +$9.96K +155 +59%
AF
123
Allworth Financial
California
$27.4K +$21.9K +341 +461%
Comerica Bank
124
Comerica Bank
Texas
$26K
WSFS
125
Wilmington Savings Fund Society
Delaware
$23.7K

FDLO Hedge Fund Activity: Q3 2025 in Review

152 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2025, worth a combined $1.01B — up 16% from $867M a quarter earlier.

Fund positioning in FDLO was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86.9M. The largest seller was Envestnet Asset Management, cutting an estimated $3.58M.

  • 152 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $1.01B of Fidelity Low Volatility Factor ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q3 2025 was Fidelity Investments, an estimated $86.9M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.