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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

85 hedge funds and large institutions have $326M invested in Fidelity Low Volatility Factor ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
29
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.2M
2
AWC
2
Abundance Wealth Counselors
Pennsylvania
$10.4M
3
AAS
3
Ameritas Advisory Services
Nebraska
$13.2M
4
UBS Group
4
UBS Group
Switzerland
$6.44M
5
ACM
5
Advisors Capital Management
New Jersey
$3.41M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$18.6M
2
Jane Street
2
Jane Street
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.1M
4
SXL
4
Summit X LLC
Missouri
$3.61M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.2M +$31.7M +652,640 +68%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34.1M +$1.25M +25,765 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$19.3M +$330K +6,781 +2%
Corient Private Wealth
4
Corient Private Wealth
Florida
$18.6M -$8.08M -166,109 -30%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.1M -$1.31M -26,867 -7%
Bank of America
6
Bank of America
North Carolina
$15.7M +$245K +5,034 +2%
KAS
7
Kestra Advisory Services
Texas
$13.9M -$515K -10,587 -4%
AAS
8
Ameritas Advisory Services
Nebraska
$13.2M +$7.61M +155,303 +135%
AWC
9
Abundance Wealth Counselors
Pennsylvania
$10.4M +$10.4M +214,143 New
Lido Advisors
10
Lido Advisors
California
$7.84M -$109K -2,245 -1%
NA
11
NewEdge Advisors
Louisiana
$7.78M -$198K -4,067 -2%
UBS Group
12
UBS Group
Switzerland
$6.44M +$6.26M +128,807 +3,657%
LNC
13
Lincoln National Corp
Pennsylvania
$5.27M +$487K +10,017 +10%
LPL Financial
14
LPL Financial
California
$5.13M +$491K +10,104 +11%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$4.53M +$62.7K +1,283 +1%
EWA
16
Exencial Wealth Advisors
Oklahoma
$4.16M -$593K -12,184 -12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.95M -$393K -8,085 -9%
SXL
18
Summit X LLC
Missouri
$3.61M -$1.21M -24,868 -25%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.56M +$10.4K +213 +0.3%
ACM
20
Advisors Capital Management
New Jersey
$3.41M +$3.41M +70,061 New
CAL
21
Capital Analysts LLC
Pennsylvania
$3.08M -$375K -7,715 -11%
RJA
22
Raymond James & Associates
Florida
$3.01M -$10.7K -219 -0.4%
Goldman Sachs
23
Goldman Sachs
New York
$2.42M – – –
MBTD
24
Mechanics Bank - Trust Department
California
$2.41M +$124K +2,543 +5%
RPCA
25
Running Point Capital Advisors
California
$2.31M +$112K +2,311 +5%
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