Fidelity Low Volatility Factor ETF
FDLO
140 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.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
43% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 37
9% more funds holding
Funds holding: 129 → 140 (+11)
6% more capital invested
Capital invested by funds: $934M → $992M (+$57.9M)
2.82% more ownership
Funds ownership: 72.8% → 75.62% (+2.8%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.65M |
| 3 |
Two Sigma Investments
New York
|
+$2.38M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.33M |
| 5 |
TWP
Tempus Wealth Planning
Irvine,
California
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sykon Capital
Harrison,
New York
|
-$11.8M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$9.39M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.56M |
| 4 |
Jane Street
New York
|
-$1.51M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Truist Financial
Charlotte,
North Carolina
| – | -$244K | -3,970 | Closed |
|
|
BWIA
152
Bryant Woods Investment Advisors
Getzville,
New York
| – | -$211K | -3,434 | Closed |
|
|
VAMG
153
Voisard Asset Management Group
Grand Rapids,
Michigan
| – | -$30.7K | -500 | Closed |
|
FDLO Hedge Fund Activity: Q4 2024 in Review
140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2024, worth a combined $992M — up 6.2% from $934M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FDLO positions and 13 closed out — a net gain of 14 holders — while 53 added to existing stakes and 37 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $57.7M. The largest seller was Sykon Capital, exiting entirely with an estimated $11.8M sold.
- 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2024, up from 129 in Q3 2024.
- Funds reported $992M of Fidelity Low Volatility Factor ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
- 27 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2024 and 13 closed out, a net change of +14 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2024 was Fidelity Investments, an estimated $57.7M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2024 was Sykon Capital, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2024.