Fidelity Low Volatility Factor ETF
FDLO
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.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
12% more funds holding
Funds holding: 140 → 157 (+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: 2 → 2 (0)
3.66% less ownership
Funds ownership: 74.88% → 71.22% (-3.7%)
14% less capital invested
Capital invested by funds: $1B → $867M (-$136M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.32M |
| 3 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$2.32M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.83M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$143M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$7.52M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.96M |
| 4 |
Two Sigma Investments
New York
|
-$5.68M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAWM
151
Capital A Wealth Management
New Castle,
Pennsylvania
| $848 | +$120 | +2 | +14% |
|
|
LC
152
Luminist Capital
Grand Rapids,
Michigan
| $819 | – | – | – |
|
|
ADL
153
Asset Dedication LLC
San Francisco,
California
| $691 | – | – | – |
|
|
CTA
154
Colonial Trust Advisors
Spartanburg,
South Carolina
| $565 | +$541 | +9 | New |
|
|
DWM
155
Dogwood Wealth Management
Lenexa,
Kansas
| $378 | +$360 | +6 | New |
|
156
CIBC Private Wealth Group
Atlanta,
Georgia
| $377 | – | – | – |
|
|
LCM
157
Logan Capital Management
Newtown Square,
Pennsylvania
| $188 | – | – | – |
|
|
158
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$6.96M | -111,638 | Closed |
|
|
159
Two Sigma Investments
New York
| – | -$5.68M | -93,700 | Closed |
|
|
GS
160
GWN Securities
Palm Beach Gardens,
Florida
| – | -$670K | -11,055 | Closed |
|
|
EF
161
Empowered Funds
Havertown,
Pennsylvania
| – | -$523K | -8,624 | Closed |
|
162
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$77.6K | -1,280 | Closed |
|
|
GWS
163
Glassman Wealth Services
Vienna,
Virginia
| – | -$667 | -11 | Closed |
|
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.