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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

97 hedge funds and large institutions have $836M invested in Fidelity Low Volatility Factor ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$565M
2
GC
2
GFG Capital
Florida
$9.14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.8M
4
RPCA
4
Running Point Capital Advisors
California
$6.12M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.02M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.1M
2
AAS
2
Ameritas Advisory Services
Nebraska
$7.57M
3
UBS Group
3
UBS Group
Switzerland
$774K
4
LNC
4
Lincoln National Corp
Pennsylvania
$3.02M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$565M +$479M +9,049,144 +563%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38M +$938K +17,699 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.8M +$7.1M +134,057 +38%
Corient Private Wealth
4
Corient Private Wealth
Florida
$18.4M -$1.77M -33,414 -9%
Bank of America
5
Bank of America
North Carolina
$17.1M +$11.3K +214 +0.1%
KAS
6
Kestra Advisory Services
Texas
$15.5M +$355K +6,704 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.1M -$7.85M -148,200 -37%
AWC
8
Abundance Wealth Counselors
Pennsylvania
$11.3M -$46.4K -876 -0.4%
GC
9
GFG Capital
Florida
$9.14M +$8.86M +167,216 +3,102%
NA
10
NewEdge Advisors
Louisiana
$8.7M +$92.4K +1,716 +1%
Lido Advisors
11
Lido Advisors
California
$8.08M -$458K -8,654 -5%
AAS
12
Ameritas Advisory Services
Nebraska
$7.57M -$6.95M -129,498 -48%
LPL Financial
13
LPL Financial
California
$6.71M +$1.13M +21,338 +20%
RPCA
14
Running Point Capital Advisors
California
$6.12M +$3.6M +68,021 +143%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$4.85M -$65.6K -1,238 -1%
EWA
16
Exencial Wealth Advisors
Oklahoma
$4.75M +$219K +4,140 +5%
RJA
17
Raymond James & Associates
Florida
$4.67M +$1.39M +26,236 +42%
AWM
18
AE Wealth Management
Kansas
$3.76M +$1.49M +27,456 +66%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.38M -$501K -9,462 -13%
CAL
20
Capital Analysts LLC
Pennsylvania
$3.09M -$255K -4,815 -8%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.02M +$3.02M +57,098 New
LNC
22
Lincoln National Corp
Pennsylvania
$3.02M -$2.72M -51,358 -47%
Jane Street
23
Jane Street
New York
$2.86M +$2.86M +54,016 New
MBTD
24
Mechanics Bank - Trust Department
California
$2.56M -$61.1K -1,154 -2%
ACM
25
Advisors Capital Management
New Jersey
$2.56M -$1.15M -21,726 -31%
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