Fidelity Low Volatility Factor ETF
FDLO
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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
18% more capital invested
Capital invested by funds: $139M → $165M (+$25.7M)
17% more funds holding
Funds holding: 41 → 48 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.74% less ownership
Funds ownership: 46.88% → 46.14% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.53M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.22M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.18M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.69M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
-$1.71M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.38M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$957K |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$298K |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$294K |
FDLO Hedge Fund Activity: Q4 2019 in Review
48 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2019, worth a combined $165M — up 18% from $139M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FDLO positions and 2 closed out — a net gain of 7 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $5.53M. The largest seller was Abundance Wealth Counselors, cutting an estimated $1.71M.
- 48 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2019, up from 41 in Q3 2019.
- Funds reported $165M of Fidelity Low Volatility Factor ETF stock for Q4 2019, up 18% quarter-over-quarter.
- 9 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2019 and 2 closed out, a net change of +7 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q4 2019 was Commonwealth Equity Services, an estimated $5.53M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q4 2019 was Abundance Wealth Counselors, an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2019.