Fidelity Low Volatility Factor ETF
FDLO
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.
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: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $1.01B → $1.12B (+$110M)
9% more funds holding
Funds holding: 152 → 166 (+14)
0.75% more ownership
Funds ownership: 74.76% → 75.51% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.5M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$13.4M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
+$11.6M |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$7.19M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.7M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.58M |
| 3 |
Two Sigma Investments
New York
|
-$3.54M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.28M |
| 5 |
Goldman Sachs
New York
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWM
176
JPL Wealth Management
Highlands Ranch,
Colorado
| – | -$1.54K | -23 | Closed |
|
177
BlackRock
New York
| – | -$1.35K | -20 | Closed |
|
|
OC
178
Oakworth Capital
Birmingham,
Alabama
| – | -$1.05K | -16 | Closed |
|
|
LC
179
Luminist Capital
Grand Rapids,
Michigan
| – | -$857 | -13 | Closed |
|
|
DWM
180
Dogwood Wealth Management
Lenexa,
Kansas
| – | -$395 | -6 | Closed |
|
|
LCM
181
Logan Capital Management
Newtown Square,
Pennsylvania
| – | -$198 | -3 | Closed |
|
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.