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Fidelity Low Volatility Factor ETF

166 hedge funds and large institutions have $1.12B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$110M)

9% more funds holding

Funds holding: 152166 (+14)

0.75% more ownership

Funds ownership: 74.76%75.51% (+0.75%)

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
70
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$283K +$10K +151 +4%
KIM
102
Kestra Investment Management
Texas
$242K +$240K +3,624 New
JC
103
JB Capital
Connecticut
$241K +$597 +9 +0.2%
ACP
104
Aviance Capital Partners
Florida
$237K
ANTB
105
AMG National Trust Bank
Colorado
$236K +$464 +7 +0.2%
ACA
106
Aptus Capital Advisors
Alabama
$220K +$464 +7 +0.2%
IA
107
IFP Advisors
Florida
$218K +$4.11K +62 +2%
UBS Group
108
UBS Group
Switzerland
$217K +$24.9K +375 +13%
Truist Financial
109
Truist Financial
North Carolina
$215K +$213K +3,220 New
SA
110
Sovran Advisors
California
$211K
AWM
111
Axxcess Wealth Management
California
$206K +$204K +3,082 New
DWM
112
Darwin Wealth Management
Florida
$206K +$464 +7 +0.2%
LFG
113
Larson Financial Group
Missouri
$205K +$204K +3,075 New
PWM
114
Provident Wealth Management
Tennessee
$193K
AAP
115
Arax Advisory Partners
Colorado
$169K +$167K +2,526 New
AIP
116
Ameritas Investment Partners
Nebraska
$163K +$95.7K +1,443 +145%
KFI
117
Key Financial Inc
Pennsylvania
$162K
CAM
118
Clarity Asset Management
Iowa
$150K +$464 +7 +0.3%
Wells Fargo
119
Wells Fargo
California
$145K -$9.88K -149 -6%
GRP
120
Global Retirement Partners
California
$141K -$3.45K -52 -2%
SS
121
Sunbelt Securities
Texas
$137K +$66 +1 +0%
PWAM
122
Private Wealth Asset Management
Iowa
$70.1K
MIM
123
MTM Investment Management
South Carolina
$61.3K
TC
124
Truvestments Capital
Florida
$53.4K
PA
125
Parallel Advisors
California
$45.9K

FDLO Hedge Fund Activity: Q4 2025 in Review

166 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2025, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FDLO positions and 15 closed out — a net gain of 15 holders — while 70 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $52.5M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 166 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2025, up from 152 in Q3 2025.
  • Funds reported $1.12B of Fidelity Low Volatility Factor ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 30 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2025 and 15 closed out, a net change of +15 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $52.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.