Fidelity Low Volatility Factor ETF
FDLO
36 hedge funds and large institutions have $113M invested in Fidelity Low Volatility Factor ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
70% more capital invested
Capital invested by funds: $66.5M → $113M (+$46.6M)
20% more funds holding
Funds holding: 30 → 36 (+6)
7.56% more ownership
Funds ownership: 41.97% → 49.53% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$30.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.86M |
| 4 |
WWM
Willingdon Wealth Management
Huntersville,
North Carolina
|
+$1.84M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$792K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$711K |
| 4 |
Goldman Sachs
New York
|
-$466K |
| 5 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$340K |
FDLO Hedge Fund Activity: Q2 2019 in Review
36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2019, worth a combined $113M — up 70% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDLO positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Abundance Wealth Counselors, opening a new position worth an estimated $30.6M. The largest seller was Jane Street, cutting an estimated $2.27M.
- 36 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2019, up from 30 in Q1 2019.
- Funds reported $113M of Fidelity Low Volatility Factor ETF stock for Q2 2019, up 70% quarter-over-quarter.
- 11 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2019 and 4 closed out, a net change of +7 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q2 2019 was Abundance Wealth Counselors, an estimated $30.6M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q2 2019 was Jane Street, an estimated $2.27M sold.
Based on aggregated 13F filings for Q2 2019.