Fidelity Low Volatility Factor ETF
FDLO
7 hedge funds and large institutions have $3.14M invested in Fidelity Low Volatility Factor ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
250% more funds holding
Funds holding: 2 → 7 (+5)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5% less capital invested
Capital invested by funds: $3.29M → $3.14M (-$151K)
38.12% less ownership
Funds ownership: 65.11% → 26.99% (-38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$519K |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$241K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$115K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.09K |
| 5 |
BlackRock
New York
|
+$633 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.53M | -$1.79M | -70,610 | -54% |
|
|
AIP
2
Ahrens Investment Partners
Lafayette,
Louisiana
| $703K | +$689K | +27,199 | New |
|
|
VKH
3
Virtu KCG Holdings
New York
| $529K | +$519K | +20,477 | New |
|
|
MFS
4
MSI Financial Services
Springfield,
Massachusetts
| $246K | +$241K | +9,499 | New |
|
|
5
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $125K | +$115K | +4,533 | +1,511% |
|
|
6
UBS Group
Zurich,
Switzerland
| $3K | +$3.09K | +122 | New |
|
|
7
BlackRock
New York
| $1K | +$633 | +25 | New |
|
FDLO Hedge Fund Activity: Q4 2016 in Review
7 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2016, worth a combined $3.14M — down 4.6% from $3.29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDLO positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $519K. The largest seller was Jane Street, cutting an estimated $1.79M.
- 7 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2016, up from 2 in Q3 2016.
- Funds reported $3.14M of Fidelity Low Volatility Factor ETF stock for Q4 2016, down 4.6% quarter-over-quarter.
- 5 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2016 and 0 closed out, a net change of +5 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2016 was Virtu KCG Holdings, an estimated $519K added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2016 was Jane Street, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2016.