Fidelity Low Volatility Factor ETF
FDLO
5 hedge funds and large institutions have $2.34M invested in Fidelity Low Volatility Factor ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
15.45% less ownership
Funds ownership: 26.99% → 11.55% (-15%)
26% less capital invested
Capital invested by funds: $3.14M → $2.34M (-$803K)
29% less funds holding
Funds holding: 7 → 5 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.2M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$159K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$86.1K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$5.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.53M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$529K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.22M | +$1.2M | +45,146 | New |
|
|
AIP
2
Ahrens Investment Partners
Lafayette,
Louisiana
| $894K | +$159K | +5,951 | +22% |
|
|
3
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $218K | +$86.1K | +3,230 | +67% |
|
|
WA
4
WFG Advisors
Dallas,
Texas
| $6K | +$5.86K | +220 | New |
|
5
BlackRock
New York
| $1K | – | – | – |
|
|
6
Jane Street
New York
| – | -$1.53M | -59,318 | Closed |
|
|
VKH
7
Virtu KCG Holdings
New York
| – | -$529K | -20,477 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$3K | -122 | Closed |
|
FDLO Hedge Fund Activity: Q1 2017 in Review
5 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2017, worth a combined $2.34M — down 26% from $3.14M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FDLO and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.53M sold.
- 5 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2017, down from 7 in Q4 2016.
- Funds reported $2.34M of Fidelity Low Volatility Factor ETF stock for Q1 2017, down 26% quarter-over-quarter.
- 2 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2017 and 3 closed out, a net change of -1 holder.
- The largest Fidelity Low Volatility Factor ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $1.2M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q1 2017 was Jane Street, an estimated $1.53M sold.
Based on aggregated 13F filings for Q1 2017.