Fidelity Low Volatility Factor ETF
FDLO
9 hedge funds and large institutions have $3.57M invested in Fidelity Low Volatility Factor ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
53% more capital invested
Capital invested by funds: $2.34M → $3.57M (+$1.23M)
0.69% more ownership
Funds ownership: 11.55% → 12.24% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$858K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$276K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$68.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$17.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$94.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $1.79M | +$858K | +31,196 | +94% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.32M | +$68.3K | +2,482 | +5% |
|
|
3
MML Investors Services
Springfield,
Massachusetts
| $278K | +$276K | +10,016 | New |
|
|
4
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $129K | -$94.2K | -3,424 | -42% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $21K | +$20.5K | +746 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $18K | +$17.9K | +651 | New |
|
|
WA
7
WFG Advisors
Dallas,
Texas
| $7K | +$1.1K | +40 | +18% |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $6K | +$5.5K | +200 | New |
|
9
BlackRock
New York
| $1K | – | – | – |
|
FDLO Hedge Fund Activity: Q2 2017 in Review
9 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2017, worth a combined $3.57M — up 53% from $2.34M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDLO positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Ahrens Investment Partners, adding an estimated $858K. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $94.2K.
- 9 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2017, up from 5 in Q1 2017.
- Funds reported $3.57M of Fidelity Low Volatility Factor ETF stock for Q2 2017, up 53% quarter-over-quarter.
- 4 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2017 and 0 closed out, a net change of +4 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q2 2017 was Ahrens Investment Partners, an estimated $858K added.
- The largest Fidelity Low Volatility Factor ETF seller in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $94.2K sold.
Based on aggregated 13F filings for Q2 2017.