Fidelity Low Volatility Factor ETF
FDLO
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.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
20% more capital invested
Capital invested by funds: $134M → $161M (+$26.7M)
13% more funds holding
Funds holding: 56 → 63 (+7)
4.47% more ownership
Funds ownership: 39.05% → 43.52% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.88M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.25M |
| 3 |
Citigroup
New York
|
+$3.6M |
| 4 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$2.88M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
-$5.7M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.84M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.14M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.06M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.01M |
FDLO Hedge Fund Activity: Q3 2020 in Review
63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2020, worth a combined $161M — up 20% from $134M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDLO positions and 6 closed out — a net gain of 7 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.88M. The largest seller was Abundance Wealth Counselors, cutting an estimated $5.7M.
- 63 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2020, up from 56 in Q2 2020.
- Funds reported $161M of Fidelity Low Volatility Factor ETF stock for Q3 2020, up 20% quarter-over-quarter.
- 13 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2020 and 6 closed out, a net change of +7 holders.
- The largest Fidelity Low Volatility Factor ETF buyer in Q3 2020 was Osaic Holdings, an estimated $4.88M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q3 2020 was Abundance Wealth Counselors, an estimated $5.7M sold.
Based on aggregated 13F filings for Q3 2020.