Fidelity Low Volatility Factor ETF
FDLO
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.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
25% more capital invested
Capital invested by funds: $747M → $934M (+$187M)
19% more funds holding
Funds holding: 108 → 129 (+21)
4.52% more ownership
Funds ownership: 68.28% → 72.8% (+4.5%)
8% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.5M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$16.3M |
| 3 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$11.5M |
| 4 |
SC
Sykon Capital
Harrison,
New York
|
+$11.3M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$4.18M |
| 2 |
Morgan Stanley
New York
|
-$3.36M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.37M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$2.13M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$835K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
126
Coppell Advisory Solutions
Coppell,
Texas
| $2.2K | – | – | – |
|
|
TCG
127
Transcendent Capital Group
Edmond,
Oklahoma
| $1.47K | +$1.42K | +24 | New |
|
|
SWM
128
Spire Wealth Management
Mclean,
Virginia
| $614 | – | – | – |
|
|
ICM
129
Islay Capital Management
Lubbock,
Texas
| $429 | +$413 | +7 | New |
|
|
KIG
130
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$685K | -12,016 | Closed |
|
|
BCI
131
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$263K | -4,619 | Closed |
|
|
OPS
132
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$263K | -4,619 | Closed |
|
|
GI
133
Gradient Investments
Arden Hills,
Minnesota
| – | -$32.7K | -573 | Closed |
|
|
GLR
134
Great Lakes Retirement
Sandusky,
Ohio
| – | -$14.9K | -262 | Closed |
|
135
Franklin Resources
San Mateo,
California
| – | -$5.76K | -101 | Closed |
|
FDLO Hedge Fund Activity: Q3 2024 in Review
129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2024, worth a combined $934M — up 25% from $747M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FDLO positions and 6 closed out — a net gain of 21 holders — while 42 added to existing stakes and 39 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $75.5M. The largest seller was Absolute Capital Management, cutting an estimated $4.18M.
- 129 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2024, up from 108 in Q2 2024.
- Funds reported $934M of Fidelity Low Volatility Factor ETF stock for Q3 2024, up 25% quarter-over-quarter.
- 27 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2024 and 6 closed out, a net change of +21 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q3 2024 was Fidelity Investments, an estimated $75.5M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q3 2024 was Absolute Capital Management, an estimated $4.18M sold.
Based on aggregated 13F filings for Q3 2024.