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Fidelity Low Volatility Factor ETF
FDLO

Overview Fund Activity

140 hedge funds and large institutions have $1B invested in Fidelity Low Volatility Factor ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
–
Holders Change %
0%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
59
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.13M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M
3
FIA
Foundations Investment Advisors
Arizona
+$2.95M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.19M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.92M

Top Sellers

1
AWC
Abundance Wealth Counselors
Pennsylvania
-$6.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
3
GC
GFG Capital
Florida
-$2.11M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$1.85M
5
SBH
Segall Bryant & Hamill
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$625M +$1.92M +31,722 +0.3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$45.8M +$442K +7,293 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.1M +$1.17M +19,305 +3%
Bank of America
4
Bank of America
North Carolina
$24.5M +$697K +11,496 +3%
KAS
5
Kestra Advisory Services
Texas
$19.6M -$351K -5,788 -2%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$18.5M +$1.01M +16,641 +6%
AAS
7
Ameritas Advisory Services
Nebraska
$15.5M -$379K -6,254 -2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$14.3M -$1.85M -30,517 -11%
SBH
9
Segall Bryant & Hamill
Illinois
$14.2M -$1.77M -29,144 -11%
LPL Financial
10
LPL Financial
California
$12M +$1.78M +29,302 +17%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.2M +$1.37M +22,653 +16%
RPCA
12
Running Point Capital Advisors
California
$9.92M +$199K +3,284 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.3M +$2.19M +36,092 +31%
GC
14
GFG Capital
Florida
$7.75M -$2.11M -34,886 -21%
Lido Advisors
15
Lido Advisors
California
$7.63M -$269K -4,441 -3%
NA
16
NewEdge Advisors
Louisiana
$7.15M +$932K +15,368 +15%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$6.96M – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.66M +$3.41M +56,230 +105%
Morgan Stanley
19
Morgan Stanley
New York
$6.53M +$59.7K +985 +0.9%
Raymond James Financial
20
Raymond James Financial
Florida
$6.23M +$36.6K +603 +0.6%
Two Sigma Investments
21
Two Sigma Investments
New York
$5.68M +$618K +10,200 +12%
EWA
22
Exencial Wealth Advisors
Oklahoma
$5.13M -$33.6K -555 -0.7%
AWC
23
Abundance Wealth Counselors
Pennsylvania
$4.91M -$6.49M -110,879 -57%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$4.79M +$601K +9,908 +14%
AWM
25
AE Wealth Management
Kansas
$4.58M +$517K +8,535 +13%
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