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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

69 hedge funds and large institutions have $204M invested in Fidelity Low Volatility Factor ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
29
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
$10.8M
2
KAS
Kestra Advisory Services
Texas
$14.7M
3
GM
GeoWealth Management
Illinois
$1.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.8M

Top Sellers

1
Citigroup
Citigroup
New York
$0
2
AWC
Abundance Wealth Counselors
Pennsylvania
$0
3
ASN
Advisory Services Network
Georgia
$1.41M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$25K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.4M +$706K +14,852 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.4M -$2.12M -44,646 -7%
RIG
3
Roosevelt Investment Group
New York
$15.2M -$154K -3,231 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.7M +$59K +1,241 +0.4%
KAS
5
Kestra Advisory Services
Texas
$14.7M +$2.02M +42,471 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.8M +$1.43M +30,087 +12%
AIC
7
Ameritas Investment Company
Nebraska
$10.8M +$6.28M +132,093 +139%
Lido Advisors
8
Lido Advisors
California
$10M -$393K -8,274 -4%
LNC
9
Lincoln National Corp
Pennsylvania
$6.95M -$356K -7,484 -5%
LPL Financial
10
LPL Financial
California
$5.86M +$262K +5,504 +5%
AIP
11
Ahrens Investment Partners
Louisiana
$4.17M +$39.4K +830 +1%
CAL
12
Capital Analysts LLC
Pennsylvania
$4.14M -$864K -18,191 -17%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$3.99M -$3.74M – –
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.8M +$1.27M +26,737 +50%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$3.61M +$159K +3,352 +5%
EWA
16
Exencial Wealth Advisors
Oklahoma
$3.42M +$425K +8,947 +14%
WCG
17
Weaver Consulting Group
California
$2.54M -$8.17K -172 -0.3%
Jane Street
18
Jane Street
New York
$2.14M +$1.19M +25,000 +124%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.05M +$97.2K +2,046 +5%
NR
20
Newfound Research
Massachusetts
$1.75M +$333K +7,013 +24%
GM
21
GeoWealth Management
Illinois
$1.71M +$1.71M +35,960 New
AI
22
Atria Investments
North Carolina
$1.66M -$272K -5,717 -14%
MBTD
23
Mechanics Bank - Trust Department
California
$1.61M +$1.06M +22,343 +194%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$1.59M – – –
ASN
25
Advisory Services Network
Georgia
$1.41M -$6.86M -144,308 -83%
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