Fidelity Low Volatility Factor ETF
FDLO
14 hedge funds and large institutions have $7.61M invested in Fidelity Low Volatility Factor ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
3.7% less ownership
Funds ownership: 16.95% → 13.25% (-3.7%)
7% less funds holding
Funds holding: 15 → 14 (-1)
19% less capital invested
Capital invested by funds: $9.45M → $7.61M (-$1.84M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$285K |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$252K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$224K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$183K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$86.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.72M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$986K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$373K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$44.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$11.3K |
FDLO Hedge Fund Activity: Q2 2018 in Review
14 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2018, worth a combined $7.61M — down 19% from $9.45M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FDLO and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $285K. The largest seller was Jane Street, cutting an estimated $1.72M.
- 14 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2018, down from 15 in Q1 2018.
- Funds reported $7.61M of Fidelity Low Volatility Factor ETF stock for Q2 2018, down 19% quarter-over-quarter.
- 1 fund opened new Fidelity Low Volatility Factor ETF positions in Q2 2018 and 2 closed out, a net change of -1 holder.
- The largest Fidelity Low Volatility Factor ETF buyer in Q2 2018 was Cambridge Investment Research Advisors, an estimated $285K added.
- The largest Fidelity Low Volatility Factor ETF seller in Q2 2018 was Jane Street, an estimated $1.72M sold.
Based on aggregated 13F filings for Q2 2018.