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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $867M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 140157 (+17)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.66% less ownership

Funds ownership: 74.88%71.22% (-3.7%)

14% less capital invested

Capital invested by funds: $1B → $867M (-$136M)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
54
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
126
Twin Peaks Wealth Advisors
California
$24.7K +$23.2K +387 New
MPW
127
MASECO Private Wealth
$23.5K +$22.5K +374 New
WSFS
128
Wilmington Savings Fund Society
Delaware
$22.6K
AUB
129
Atlantic Union Bankshares
Virginia
$18.3K +$17.5K +291 New
EWA
130
EverSource Wealth Advisors
Alabama
$17.5K
MCM
131
MAI Capital Management
Ohio
$16.6K +$4.75K +79 +43%
CWP
132
Concord Wealth Partners
Virginia
$12.1K +$11.6K +193 New
GI
133
GAMMA Investing
California
$12.1K
AssetMark Inc
134
AssetMark Inc
California
$8.98K +$5.71K +95 +198%
T
135
Transce3nd
Texas
$8.35K
PS
136
Principal Securities
Iowa
$8.16K -$4.68K -78 -38%
US Bancorp
137
US Bancorp
Minnesota
$7.56K -$541 -9 -7%
AF
138
Advisornet Financial
Minnesota
$6.66K
HI
139
Harbour Investments
Wisconsin
$6.03K -$67.2K -1,119 -92%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$4.67K +$4.5K +75 New
AF
141
Allworth Financial
California
$4.65K -$7.93K -132 -64%
BCMLT
142
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.4K +$4.21K +70 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$4.06K
SFA
144
Semmax Financial Advisors
North Carolina
$3.49K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$2.76K +$1.14K +19 +76%
PWA
146
Physician Wealth Advisors
Utah
$2.09K
Russell Investments Group
147
Russell Investments Group
United Kingdom
$1.63K +$1.56K +26 New
SWM
148
Spire Wealth Management
Virginia
$1K
CAL
149
Capital Advisors Ltd
Ohio
$1K +$601 +10 New
SIS
150
Sound Income Strategies
Florida
$879 -$19.4K -323 -96%

FDLO Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2025, worth a combined $867M — down 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FDLO positions and 6 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.5M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 157 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $867M of Fidelity Low Volatility Factor ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 24 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2025 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.