FDLO icon

Fidelity Low Volatility Factor ETF

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.13M
2 +$3.41M
3 +$2.95M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.19M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
T
126
Transce3nd
Texas
$8.06K
US Bancorp
127
US Bancorp
Minnesota
$7.81K
AF
128
Advisornet Financial
Minnesota
$6.43K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$3.92K
SFA
130
Semmax Financial Advisors
North Carolina
$3.26K
AssetMark Inc
131
AssetMark Inc
California
$2.91K
PWA
132
Physician Wealth Advisors
Utah
$2.01K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1.52K
SWM
134
Spire Wealth Management
Virginia
$970
CAWM
135
Capital A Wealth Management
Pennsylvania
$849
LC
136
Luminist Capital
Michigan
$789
GWS
137
Glassman Wealth Services
Virginia
$667
ADL
138
Asset Dedication LLC
California
$667
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$327
LCM
140
Logan Capital Management
Pennsylvania
$182
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
RFC
142
Regions Financial Corp
Alabama
BCI
143
Brinker Capital Investments
Pennsylvania
OPS
144
Orion Portfolio Solutions
Nebraska
IAA
145
Independent Advisor Alliance
North Carolina
AWM
146
Apollon Wealth Management
South Carolina
EWA
147
EP Wealth Advisors
California
KIM
148
Kestra Investment Management
Texas
William Blair & Company
149
William Blair & Company
Illinois
EB
150
Eastern Bank
Massachusetts