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Fidelity Low Volatility Factor ETF

152 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $867M → $1.01B (+$142M)

3.54% more ownership

Funds ownership: 71.22%74.76% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 157152 (-5)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
62
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
126
Atlantic Union Bankshares
Virginia
$19.2K
BTI
127
Blue Trust Inc
Georgia
$18.7K -$50.6K -787 -73%
EWA
128
EverSource Wealth Advisors
Alabama
$18.3K
CAL
129
Capital Advisors Ltd
Ohio
$16K +$15.1K +235 +2,350%
RFP
130
Root Financial Partners
California
$13.3K +$13K +202 New
CWP
131
Concord Wealth Partners
Virginia
$12.7K
GI
132
GAMMA Investing
California
$12.6K
AssetMark Inc
133
AssetMark Inc
California
$9.42K
PS
134
Principal Securities
Iowa
$8.56K
US Bancorp
135
US Bancorp
Minnesota
$7.95K +$64 +1 +0.8%
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$7.11K +$6.94K +108 New
AF
137
Advisornet Financial
Minnesota
$6.98K
SWM
138
Spire Wealth Management
Virginia
$6.65K +$5.46K +85 +531%
HI
139
Harbour Investments
Wisconsin
$5.47K -$835 -13 -14%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$4.26K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2.9K
BIA
142
Bell Investment Advisors
California
$2.57K +$2.5K +39 New
PWA
143
Physician Wealth Advisors
Utah
$2.2K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$1.97K +$1.54K +24 +400%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$1.71K
JWM
146
JPL Wealth Management
Colorado
$1.54K +$1.48K +23 New
BlackRock
147
BlackRock
New York
$1.35K +$1.28K +20 New
OC
148
Oakworth Capital
Alabama
$1.05K +$1.03K +16 New
SIS
149
Sound Income Strategies
Florida
$921
LC
150
Luminist Capital
Michigan
$857

FDLO Hedge Fund Activity: Q3 2025 in Review

152 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2025, worth a combined $1.01B — up 16% from $867M a quarter earlier.

Fund positioning in FDLO was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86.9M. The largest seller was Envestnet Asset Management, cutting an estimated $3.58M.

  • 152 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $1.01B of Fidelity Low Volatility Factor ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q3 2025 was Fidelity Investments, an estimated $86.9M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.