Fidelity Low Volatility Factor ETF
FDLO
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.
661% more capital inflows, than outflows
Capital inflows: $12.9M | Capital outflows: $1.7M
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
15.63% more ownership
Funds ownership: 13.55% → 29.18% (+16%)
12% more funds holding
Funds holding: 17 → 19 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.16M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.67M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.25M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Global Financial Private Capital
Sarasota,
Florida
|
-$849K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$521K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$240K |
| 4 |
Darwin Wealth Management
Tampa,
Florida
|
-$76.8K |
| 5 |
Altshuler Shaham
Tel Aviv,
Israel
|
-$5K |
FDLO Hedge Fund Activity: Q4 2018 in Review
19 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2018, worth a combined $19.7M — up 92% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDLO positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $4.19M. The largest seller was Global Financial Private Capital, exiting entirely with an estimated $849K sold.
- 19 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2018, up from 17 in Q3 2018.
- Funds reported $19.7M of Fidelity Low Volatility Factor ETF stock for Q4 2018, up 92% quarter-over-quarter.
- 7 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2018 and 5 closed out, a net change of +2 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $4.19M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2018 was Global Financial Private Capital, an estimated $849K sold.
Based on aggregated 13F filings for Q4 2018.