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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

63 hedge funds and large institutions have $161M invested in Fidelity Low Volatility Factor ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$11.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.4M
3
Citigroup
Citigroup
New York
$3.67M
4
EWA
Exencial Wealth Advisors
Oklahoma
$5.35M
5
Bank of America
Bank of America
North Carolina
$11.4M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
$13.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.5M
3
LNC
Lincoln National Corp
Pennsylvania
$5.52M
4
SS
Simplicity Solutions
Minnesota
$0
5
AWM
AE Wealth Management
Kansas
$333K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.4M -$894K -22,594 -4%
RIG
2
Roosevelt Investment Group
New York
$19.8M +$40.2K +1,017 +0.2%
AWC
3
Abundance Wealth Counselors
Pennsylvania
$13.5M -$5.81M -146,794 -30%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M +$4.96M +125,524 +76%
Bank of America
5
Bank of America
North Carolina
$11.4M +$2.51M +63,431 +28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.4M +$4.32M +109,318 +71%
Lido Advisors
7
Lido Advisors
California
$9.1M -$205K -5,175 -2%
KAS
8
Kestra Advisory Services
Texas
$8.68M +$8.68M +216,960 New
LNC
9
Lincoln National Corp
Pennsylvania
$5.52M -$1.87M -47,390 -25%
EWA
10
Exencial Wealth Advisors
Oklahoma
$5.35M +$2.93M +74,137 +121%
Citigroup
11
Citigroup
New York
$3.67M +$3.67M +92,788 New
AIP
12
Ahrens Investment Partners
Louisiana
$3.48M -$669K -16,915 -16%
LPL Financial
13
LPL Financial
California
$3.26M +$144K +3,632 +5%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$2.97M +$70.2K +1,712 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.5M -$1.98M – –
WCG
16
Weaver Consulting Group
California
$2.26M -$4.67K -118 -0.2%
AIC
17
Ameritas Investment Company
Nebraska
$2.21M – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.18M +$97.2K +2,458 +5%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$1.43M – – –
SFS
20
Sowell Financial Services
Arkansas
$1.41M -$236K -5,961 -14%
DADC
21
D.A. Davidson & Co
Montana
$1.36M +$224K +5,652 +20%
ATC
22
Argent Trust Co
Tennessee
$1.19M – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$15.7K +397 +1%
AAS
24
Avantax Advisory Services
Texas
$1.02M +$582K +14,741 +134%
ASN
25
Advisory Services Network
Georgia
$1.01M +$518K +13,100 +106%
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