Fidelity Low Volatility Factor ETF
FDLO
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.
79% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 33
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1% more capital invested
Capital invested by funds: $992M → $1B (+$11.1M)
0% more funds holding
Funds holding: 140 → 140 (0)
0.74% less ownership
Funds ownership: 75.62% → 74.88% (-0.74%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.19M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.46M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.99M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.22M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
-$6.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.45M |
| 3 |
GC
GFG Capital
Miami,
Florida
|
-$2.15M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$1.88M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Jones Financial Companies
Des Peres,
Missouri
| – | -$8.3K | -137 | Closed |
|
|
AWM
152
Avior Wealth Management
Omaha,
Nebraska
| – | -$2.89K | -47 | Closed |
|
|
CAS
153
Coppell Advisory Solutions
Coppell,
Texas
| – | -$2.18K | -36 | Closed |
|
|
TCG
154
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$1.45K | -24 | Closed |
|
|
ICM
155
Islay Capital Management
Lubbock,
Texas
| – | -$424 | -7 | Closed |
|
FDLO Hedge Fund Activity: Q1 2025 in Review
140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2025, worth a combined $1B — up 1.1% from $992M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FDLO positions and 16 closed out — a net gain of 2 holders — while 59 added to existing stakes and 33 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $4.19M. The largest seller was Abundance Wealth Counselors, cutting an estimated $6.82M.
- 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $1B of Fidelity Low Volatility Factor ETF stock for Q1 2025, up 1.1% quarter-over-quarter.
- 18 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2025 and 16 closed out, a net change of +2 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q1 2025 was Goldman Sachs, an estimated $4.19M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q1 2025 was Abundance Wealth Counselors, an estimated $6.82M sold.
Based on aggregated 13F filings for Q1 2025.