Fidelity Low Volatility Factor ETF
FDLO
77 hedge funds and large institutions have $259M invested in Fidelity Low Volatility Factor ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 32 reducing their positions, and 11 closing their positions.
3.51% more ownership
Funds ownership: 53.04% → 56.55% (+3.5%)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
1% more capital invested
Capital invested by funds: $257M → $259M (+$2.48M)
0% more funds holding
Funds holding: 77 → 77 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
41% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$44.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.3M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$1.54M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$709K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$12.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.32M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.18M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.88M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.59M |
FDLO Hedge Fund Activity: Q2 2022 in Review
77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2022, worth a combined $259M — up 0.97% from $257M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FDLO positions and 11 closed out — a net gain of 1 holder — while 19 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $44.5M. The largest seller was GeoWealth Management, exiting entirely with an estimated $12.9M sold.
- 77 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $259M of Fidelity Low Volatility Factor ETF stock for Q2 2022, up 0.97% quarter-over-quarter.
- 12 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2022 and 11 closed out, a net change of +1 holder.
- The largest Fidelity Low Volatility Factor ETF buyer in Q2 2022 was Bank of America, an estimated $44.5M added.
- The largest Fidelity Low Volatility Factor ETF seller in Q2 2022 was GeoWealth Management, an estimated $12.9M sold.
Based on aggregated 13F filings for Q2 2022.