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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

54 hedge funds and large institutions have $168M invested in Fidelity Low Volatility Factor ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26M
2
PS
Portfolio Strategies
New York
+$8.35M
3
PD
Planning Directions
Pennsylvania
+$4.77M
4
Bank of America
Bank of America
North Carolina
+$3.22M
5
RIG
Roosevelt Investment Group
New York
+$3.09M

Top Sellers

1
PWS
Paragon Wealth Strategies
Florida
-$17.9M
2
SS
Simplicity Solutions
Minnesota
-$1.88M
3
AWM
AE Wealth Management
Kansas
-$1.86M
4
AIP
Ahrens Investment Partners
Louisiana
-$1.32M
5
KA
Kovack Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
1
Abundance Wealth Counselors
Pennsylvania
$28.9M +$757K +24,245 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$26.1M +$26M +832,730 +21,457%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.5M +$2.34M +74,819 +12%
CWG
4
Cornerstone Wealth Group
North Carolina
$10.6M -$636K -20,371 -6%
PS
5
Portfolio Strategies
New York
$8.35M +$8.35M +267,632 New
Lido Advisors
6
Lido Advisors
California
$8.04M -$1.1M -35,286 -12%
LNC
7
Lincoln National Corp
Pennsylvania
$7.93M +$2.86M +91,560 +56%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.51M +$7.51M +240,367 New
Bank of America
9
Bank of America
North Carolina
$6.82M +$3.22M +103,240 +90%
PD
10
Planning Directions
Pennsylvania
$4.77M +$4.77M +152,925 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.82M +$1.95M +62,410 +104%
AIP
12
Ahrens Investment Partners
Louisiana
$3.74M -$1.32M -42,156 -26%
RIG
13
Roosevelt Investment Group
New York
$3.09M +$3.09M +98,852 New
WWM
14
Willingdon Wealth Management
North Carolina
$2.48M +$27.3K +873 +1%
SFS
15
Sowell Financial Services
Arkansas
$2.37M +$305K +9,759 +15%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$2.14M -$10.5K -336 -0.5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.98M – – –
WCG
18
Weaver Consulting Group
California
$1.57M -$10.2K -327 -0.6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.42M +$1.42M +45,463 New
DWM
20
Darwin Wealth Management
Florida
$1.34M -$96.4K -3,086 -7%
AIC
21
Ameritas Investment Company
Nebraska
$1.3M +$437K +14,012 +51%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.09M +$218K +6,967 +25%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$1.02M +$1.02M +32,667 New
Jane Street
24
Jane Street
New York
$910K -$1.28M -40,894 -58%
RJA
25
Raymond James & Associates
Florida
$863K +$218K +6,987 +34%
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