Fidelity Low Volatility Factor ETF
FDLO
17 hedge funds and large institutions have $10.3M invested in Fidelity Low Volatility Factor ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
35% more capital invested
Capital invested by funds: $7.61M → $10.3M (+$2.66M)
21% more funds holding
Funds holding: 14 → 17 (+3)
0.3% more ownership
Funds ownership: 13.25% → 13.55% (+0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$701K |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$572K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$464K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$410K |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$382K |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$182K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.6K |
| 4 |
AIS
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
-$2K |
FDLO Hedge Fund Activity: Q3 2018 in Review
17 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2018, worth a combined $10.3M — up 35% from $7.61M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDLO positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $701K. The largest seller was Jane Street, cutting an estimated $382K.
- 17 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2018, up from 14 in Q2 2018.
- Funds reported $10.3M of Fidelity Low Volatility Factor ETF stock for Q3 2018, up 35% quarter-over-quarter.
- 4 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2018 and 1 closed out, a net change of +3 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $701K added.
- The largest Fidelity Low Volatility Factor ETF seller in Q3 2018 was Jane Street, an estimated $382K sold.
Based on aggregated 13F filings for Q3 2018.