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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

129 hedge funds and large institutions have $934M invested in Fidelity Low Volatility Factor ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
27
Increased
42
Reduced
39
Closed
6
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$574M
2
SBH
Segall Bryant & Hamill
Illinois
$17M
3
AWC
Abundance Wealth Counselors
Pennsylvania
$12M
4
SC
Sykon Capital
New York
$11.8M
5
WA
Win Advisors
Florida
$9.39M

Top Sellers

1
ACM
Absolute Capital Management
Pennsylvania
$258K
2
Morgan Stanley
Morgan Stanley
New York
$6.76M
3
NA
NewEdge Advisors
Louisiana
$6.45M
4
Corient Private Wealth
Corient Private Wealth
Florida
$17.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$574M +$78.5M +1,279,047 +16%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$44.5M +$1.61M +26,190 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34M +$1.13M +18,435 +3%
KAS
4
Kestra Advisory Services
Texas
$19.1M -$332K -5,410 -2%
AAS
5
Ameritas Advisory Services
Nebraska
$18.6M +$2.53M +41,250 +16%
Bank of America
6
Bank of America
North Carolina
$17.5M -$317K -5,163 -2%
Corient Private Wealth
7
Corient Private Wealth
Florida
$17.1M -$2.21M -36,083 -11%
SBH
8
Segall Bryant & Hamill
Illinois
$17M +$17M +276,703 New
AWC
9
Abundance Wealth Counselors
Pennsylvania
$12M +$12M +194,899 New
SC
10
Sykon Capital
New York
$11.8M +$11.8M +192,093 New
LPL Financial
11
LPL Financial
California
$9.75M +$1.26M +20,519 +15%
WA
12
Win Advisors
Florida
$9.39M +$9.39M +153,107 New
RPCA
13
Running Point Capital Advisors
California
$9.07M +$218K +3,550 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.46M +$742K +12,096 +10%
GC
15
GFG Capital
Florida
$8.42M +$53.6K +1,045 +0.6%
Lido Advisors
16
Lido Advisors
California
$8.13M -$79K -1,288 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.24M -$227K -3,694 -3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$7.11M -$11.7K -190 -0.2%
Morgan Stanley
19
Morgan Stanley
New York
$6.76M -$3.49M -56,945 -34%
NA
20
NewEdge Advisors
Louisiana
$6.45M -$2.47M -40,182 -28%
RJA
21
Raymond James & Associates
Florida
$5.45M +$239K +3,901 +5%
EWA
22
Exencial Wealth Advisors
Oklahoma
$5.17M +$59.6K +971 +1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$4.47M -$629K -10,246 -12%
AWM
24
AE Wealth Management
Kansas
$3.64M +$18.2K +296 +0.5%
MBTD
25
Mechanics Bank - Trust Department
California
$3.62M +$355K +5,782 +11%
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