FDLO icon

Fidelity Low Volatility Factor ETF

19 hedge funds and large institutions have $19.7M invested in Fidelity Low Volatility Factor ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$4.8M +$3.93M +130,850 +448%
AIP
2
Ahrens Investment Partners
Louisiana
$4.34M +$1.57M +52,276 +57%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M +$2.03M +67,489 +541%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.48M +$668K +22,264 +83%
DWM
5
Darwin Wealth Management
Florida
$1.32M -$72K -2,397 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.18M +$1.18M +39,167 New
ASN
7
Advisory Services Network
Georgia
$1.12M +$1.02M +34,038 +1,098%
Jane Street
8
Jane Street
New York
$948K +$251K +8,375 +36%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$492K +$120K +4,012 +32%
Goldman Sachs
10
Goldman Sachs
New York
$412K +$412K +13,726 New
LNC
11
Lincoln National Corp
Pennsylvania
$291K +$291K +9,705 New
AG
12
Advisor Group
Arizona
$277K +$277K +9,184 New
SS
13
Sunbelt Securities
Texas
$266K +$266K +8,868 New
Bank of America
14
Bank of America
North Carolina
$170K -$488K -16,259 -74%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$70K
UBS Group
16
UBS Group
Switzerland
$67K +$29.5K +980 +78%
Wells Fargo
17
Wells Fargo
California
$30K +$30K +1,000 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$25K +$25K +842 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$21K +$18K +611 +605%
GFPC
20
Global Financial Private Capital
Florida
-$849K -25,202 Closed
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$240K -7,119 Closed
AS
22
Altshuler Shaham
Israel
-$5K -495 Closed
RCAG
23
Rehmann Capital Advisory Group
Michigan
-$3.84K -114 Closed
SWP
24
Stratos Wealth Partners
Ohio
-$3K -100 Closed