Fidelity Low Volatility Factor ETF
FDLO
12 hedge funds and large institutions have $4.09M invested in Fidelity Low Volatility Factor ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more capital invested
Capital invested by funds: $3.08M → $4.09M (+$1.02M)
9% more funds holding
Funds holding: 11 → 12 (+1)
0.8% less ownership
Funds ownership: 10.72% → 9.91% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$595K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$346K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$72.1K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$30K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$9.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$238K |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$16.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $1.85M | +$72.1K | +2,423 | +4% |
|
|
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $613K | +$595K | +20,018 | New |
|
|
GFPC
3
Global Financial Private Capital
Sarasota,
Florida
| $517K | -$16.3K | -547 | -3% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $401K | +$346K | +11,623 | +774% |
|
5
MML Investors Services
Springfield,
Massachusetts
| $389K | +$2.8K | +94 | +0.7% |
|
|
6
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $161K | +$9.37K | +315 | +6% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $77K | +$30K | +1,009 | +68% |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $71K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| $6K | +$30 | +1 | +0.5% |
|
11
BlackRock
New York
| $1K | +$30 | +1 | +4% |
|
|
VF
12
Virtu Financial
New York
| – | -$238K | -8,284 | Closed |
|
|
AIS
13
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | +$89 | +3 | New |
|
FDLO Hedge Fund Activity: Q4 2017 in Review
12 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2017, worth a combined $4.09M — up 33% from $3.08M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FDLO positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $595K. The largest seller was Virtu Financial, exiting entirely with an estimated $238K sold.
- 12 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2017, up from 11 in Q3 2017.
- Funds reported $4.09M of Fidelity Low Volatility Factor ETF stock for Q4 2017, up 33% quarter-over-quarter.
- 2 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2017 and 1 closed out, a net change of +1 holder.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2017 was Darwin Wealth Management, an estimated $595K added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2017 was Virtu Financial, an estimated $238K sold.
Based on aggregated 13F filings for Q4 2017.