FDLO icon

Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

139 hedge funds and large institutions have $992M invested in Fidelity Low Volatility Factor ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
53
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$623M
2
Bank of America
Bank of America
North Carolina
$23.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$5.06M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.9M
5
TWP
Tempus Wealth Planning
California
$1.68M

Top Sellers

1
SC
Sykon Capital
New York
$0
2
WA
Win Advisors
Florida
$0
3
AAS
Ameritas Advisory Services
Nebraska
$15.9M
4
Jane Street
Jane Street
New York
$0
5
VAM
Verity Asset Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$6.42K +$6.42K +106 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$3.92K – – –
AF
128
Allworth Financial
California
$2.9K – – –
AWM
129
Avior Wealth Management
Nebraska
$2.89K +$2.89K +47 New
CAS
130
Coppell Advisory Solutions
Texas
$2.18K – – –
PWA
131
Physician Wealth Advisors
Utah
$2K +$2K +33 New
TCG
132
Transcendent Capital Group
Oklahoma
$1.45K – – –
SWM
133
Spire Wealth Management
Virginia
$969 +$363 +6 +60%
CAWM
134
Capital A Wealth Management
Pennsylvania
$848 +$848 +14 New
LC
135
Luminist Capital
Michigan
$788 +$788 +13 New
ADL
136
Asset Dedication LLC
California
$667 +$667 +11 New
GWS
137
Glassman Wealth Services
Virginia
$666 +$666 +11 New
ICM
138
Islay Capital Management
Texas
$424 – – –
LCM
139
Logan Capital Management
Pennsylvania
$182 +$182 +3 New
SC
140
Sykon Capital
New York
– -$11.8M -192,093 Closed
WA
141
Win Advisors
Florida
– -$9.39M -153,107 Closed
Jane Street
142
Jane Street
New York
– -$1.51M -24,675 Closed
VAM
143
Verity Asset Management
North Carolina
– -$1.33M -21,664 Closed
Citadel Advisors
144
Citadel Advisors
Florida
– -$1.19M -19,381 Closed
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
– -$658K -10,732 Closed
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
– -$267K -4,350 Closed
AI
147
Atria Investments
North Carolina
– -$248K -4,037 Closed
ECA
148
Elevation Capital Advisory
Oregon
– -$246K -4,007 Closed
GM
149
GeoWealth Management
Illinois
– -$246K -4,007 Closed
Truist Financial
150
Truist Financial
North Carolina
– -$244K -3,970 Closed
3 4 5
6
7