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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

41 hedge funds and large institutions have $139M invested in Fidelity Low Volatility Factor ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
12
Increased
20
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Paragon Wealth Strategies
Florida
+$17.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.24M
3
AWC
Abundance Wealth Counselors
Pennsylvania
+$2.51M
4
Bank of America
Bank of America
North Carolina
+$1.88M
5
LNC
Lincoln National Corp
Pennsylvania
+$1.5M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$5.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
4
AWM
Avior Wealth Management
Nebraska
-$484K
5
Lido Advisors
Lido Advisors
California
-$281K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
1
Abundance Wealth Counselors
Pennsylvania
$34.8M +$2.51M +68,487 +8%
PWS
2
Paragon Wealth Strategies
Florida
$17.3M +$17.3M +471,062 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M +$4.24M +115,565 +33%
CWG
4
Cornerstone Wealth Group
North Carolina
$13.6M +$394K +10,736 +3%
Lido Advisors
5
Lido Advisors
California
$11M -$281K -7,656 -2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$7.36M +$288K +7,840 +4%
LNC
7
Lincoln National Corp
Pennsylvania
$7.31M +$1.5M +40,741 +26%
AIP
8
Ahrens Investment Partners
Louisiana
$5.87M +$616K +16,783 +12%
Bank of America
9
Bank of America
North Carolina
$3.47M +$1.88M +51,101 +118%
WWM
10
Willingdon Wealth Management
North Carolina
$2.9M +$84.6K +2,303 +3%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$2.34M +$703K +19,133 +43%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.84M +$600K +16,345 +48%
WCG
13
Weaver Consulting Group
California
$1.82M – – –
DWM
14
Darwin Wealth Management
Florida
$1.74M -$31K -843 -2%
Jane Street
15
Jane Street
New York
$1.33M +$906K +24,672 +213%
AWM
16
Avior Wealth Management
Nebraska
$1.24M -$484K -13,172 -28%
KA
17
Kovack Advisors
Florida
$1.21M -$25.1K -682 -2%
ASN
18
Advisory Services Network
Georgia
$1.13M – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$834K +$30.2K +823 +4%
CAN
20
Cetera Advisor Networks
California
$693K +$231K +6,270 +50%
SFS
21
Sowell Financial Services
Arkansas
$604K +$604K +16,437 New
AIC
22
Ameritas Investment Company
Nebraska
$593K +$593K +16,158 New
Goldman Sachs
23
Goldman Sachs
New York
$466K +$466K +12,691 New
FPGK
24
Financial Partners Group (Kansas)
Kansas
$443K +$443K +12,056 New
AG
25
Advisor Group
Arizona
$414K +$57.2K +1,552 +16%
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