We are live on ! Find out more
FDLO icon

Fidelity Low Volatility Factor ETF

166 hedge funds and large institutions have $1.12B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$110M)

9% more funds holding

Funds holding: 152166 (+14)

0.75% more ownership

Funds ownership: 74.76%75.51% (+0.75%)

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
70
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$40.9K +$12.9K +194 +46%
AF
127
Allworth Financial
California
$36K +$8.29K +125 +30%
AWM
128
Abound Wealth Management
Tennessee
$35.3K
AW
129
Ankerstar Wealth
Texas
$31.7K +$31.5K +475 New
LWMI
130
Legacy Wealth Management (Idaho)
Idaho
$31.3K +$31.1K +469 New
Comerica Bank
131
Comerica Bank
Texas
$26.3K
MPW
132
MASECO Private Wealth
$25.2K +$24.9K +376 New
WSFS
133
Wilmington Savings Fund Society
Delaware
$24K
AUB
134
Atlantic Union Bankshares
Virginia
$19.4K
EWA
135
EverSource Wealth Advisors
Alabama
$18.6K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$17.6K +$17.5K +264 New
HR
137
Howe & Rusling
New York
$16.4K +$16.2K +245 New
CAL
138
Capital Advisors Ltd
Ohio
$16K
MA
139
Montag & Associates
Georgia
$13.3K +$13.3K +200 New
CWP
140
Concord Wealth Partners
Virginia
$12.9K
GI
141
GAMMA Investing
California
$12.8K
AssetMark Inc
142
AssetMark Inc
California
$12.1K +$2.52K +38 +27%
SWM
143
SHP Wealth Management
Massachusetts
$11.5K +$11.4K +172 New
Russell Investments Group
144
Russell Investments Group
United Kingdom
$11.3K +$9.48K +143 +550%
UBS AM
145
UBS AM
Illinois
$10.3K +$10.2K +154 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$9.9K +$6.89K +104 +236%
US Bancorp
147
US Bancorp
Minnesota
$9.02K +$928 +14 +12%
TSMHT
148
Thurston Springer Miller Herd & Titak
Indiana
$7.21K
AF
149
Advisornet Financial
Minnesota
$7.08K
SWM
150
Spire Wealth Management
Virginia
$6.74K

FDLO Hedge Fund Activity: Q4 2025 in Review

166 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2025, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FDLO positions and 15 closed out — a net gain of 15 holders — while 70 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $52.5M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 166 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2025, up from 152 in Q3 2025.
  • Funds reported $1.12B of Fidelity Low Volatility Factor ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 30 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2025 and 15 closed out, a net change of +15 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $52.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.