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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

48 hedge funds and large institutions have $165M invested in Fidelity Low Volatility Factor ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
22
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.71M
2
AWM
AE Wealth Management
Kansas
+$3.33M
3
SS
Simplicity Solutions
Minnesota
+$3.29M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.77M
5
SFS
Sowell Financial Services
Arkansas
+$1.93M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
-$1.76M
2
LNC
Lincoln National Corp
Pennsylvania
-$1.42M
3
ASN
Advisory Services Network
Georgia
-$990K
4
CWG
Cornerstone Wealth Group
North Carolina
-$308K
5
PWS
Paragon Wealth Strategies
Florida
-$303K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
1
Abundance Wealth Counselors
Pennsylvania
$35M -$1.76M -45,535 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.7M +$5.71M +147,579 +32%
PWS
3
Paragon Wealth Strategies
Florida
$17.9M -$303K -7,832 -2%
CWG
4
Cornerstone Wealth Group
North Carolina
$14M -$308K -7,948 -2%
Lido Advisors
5
Lido Advisors
California
$11.3M -$225K -5,813 -2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$10.5M +$2.77M +71,645 +36%
LNC
7
Lincoln National Corp
Pennsylvania
$6.28M -$1.42M -36,692 -18%
AIP
8
Ahrens Investment Partners
Louisiana
$6.27M +$82.2K +2,124 +1%
Bank of America
9
Bank of America
North Carolina
$4.46M +$808K +20,875 +22%
AWM
10
AE Wealth Management
Kansas
$3.33M +$3.33M +86,018 New
SS
11
Simplicity Solutions
Minnesota
$3.29M +$3.29M +84,938 New
WWM
12
Willingdon Wealth Management
North Carolina
$3.04M -$20.8K -537 -0.7%
Jane Street
13
Jane Street
New York
$2.71M +$1.31M +33,773 +93%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$2.66M +$198K +5,106 +8%
SFS
15
Sowell Financial Services
Arkansas
$2.56M +$1.93M +49,759 +303%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.32M +$382K +9,860 +20%
WCG
17
Weaver Consulting Group
California
$1.86M +$36.2K +985 +2%
DWM
18
Darwin Wealth Management
Florida
$1.78M -$55.2K -1,425 -3%
KA
19
Kovack Advisors
Florida
$1.28M +$5.61K +145 +0.4%
AWM
20
Avior Wealth Management
Nebraska
$1.1M -$208K -5,386 -16%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.08M +$199K +5,146 +23%
AIC
22
Ameritas Investment Company
Nebraska
$1.07M +$449K +11,587 +72%
AG
23
Advisor Group
Arizona
$801K +$366K +9,462 +84%
RJA
24
Raymond James & Associates
Florida
$800K +$800K +20,674 New
AWM
25
AllSquare Wealth Management
New York
$749K +$354K +9,140 +89%
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