Fidelity Low Volatility Factor ETF
FDLO
162 hedge funds and large institutions have $955M invested in Fidelity Low Volatility Factor ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 17 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 48
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 166 → 162 (-4)
5.75% less ownership
Funds ownership: 75.51% → 69.76% (-5.7%)
15% less capital invested
Capital invested by funds: $1.12B → $955M (-$164M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$13.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.27M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.1M |
| 4 |
Morgan Stanley
New York
|
+$2.06M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.9M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$28M |
| 3 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$15.6M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$5.85M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
176
Concord Wealth Partners
Abingdon,
Virginia
| – | -$12.9K | -193 | Closed |
|
177
US Bancorp
Minneapolis,
Minnesota
| – | -$9.02K | -135 | Closed |
|
178
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$6.67K | -100 | Closed |
|
|
EB
179
Eastern Bank
Boston,
Massachusetts
| – | -$467 | -7 | Closed |
|
FDLO Hedge Fund Activity: Q1 2026 in Review
162 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2026, worth a combined $955M — down 15% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FDLO positions and 17 closed out — a net gain of 1 holder — while 61 added to existing stakes and 48 trimmed.
The largest buyer was Cerity Partners, adding an estimated $13.1M. The largest seller was Fidelity Investments, cutting an estimated $75.9M.
- 162 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2026, down from 166 in Q4 2025.
- Funds reported $955M of Fidelity Low Volatility Factor ETF stock for Q1 2026, down 15% quarter-over-quarter.
- 18 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2026 and 17 closed out, a net change of +1 holder.
- The largest Fidelity Low Volatility Factor ETF buyer in Q1 2026 was Cerity Partners, an estimated $13.1M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q1 2026 was Fidelity Investments, an estimated $75.9M sold.
Based on aggregated 13F filings for Q1 2026.