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Fidelity Low Volatility Factor ETF

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

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $992M → $1B (+$11.1M)

0% more funds holding

Funds holding: 140140 (0)

0.74% less ownership

Funds ownership: 75.62%74.88% (-0.74%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
1.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$625M +$1.95M +31,722 +0.3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$45.8M +$448K +7,293 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.1M +$1.19M +19,305 +3%
Bank of America
4
Bank of America
North Carolina
$24.5M +$707K +11,496 +3%
KAS
5
Kestra Advisory Services
Texas
$19.6M -$356K -5,788 -2%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$18.5M +$1.02M +16,641 +6%
AAS
7
Ameritas Advisory Services
Nebraska
$15.5M -$385K -6,254 -2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$14.3M -$1.88M -30,517 -11%
SBH
9
Segall Bryant & Hamill
Illinois
$14.2M -$1.79M -29,144 -11%
LPL Financial
10
LPL Financial
California
$12M +$1.8M +29,302 +17%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.2M +$1.39M +22,653 +16%
RPCA
12
Running Point Capital Advisors
California
$9.92M +$202K +3,284 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.3M +$2.22M +36,092 +31%
GC
14
GFG Capital
Florida
$7.75M -$2.15M -34,886 -21%
Lido Advisors
15
Lido Advisors
California
$7.63M -$273K -4,441 -3%
NA
16
NewEdge Advisors
Louisiana
$7.15M +$945K +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 +$3.46M +56,230 +105%
Morgan Stanley
19
Morgan Stanley
New York
$6.53M +$60.6K +985 +0.9%
Raymond James Financial
20
Raymond James Financial
Florida
$6.23M +$37.1K +603 +0.6%
Two Sigma Investments
21
Two Sigma Investments
New York
$5.68M +$627K +10,200 +12%
EWA
22
Exencial Wealth Advisors
Oklahoma
$5.13M -$34.1K -555 -0.7%
AWC
23
Abundance Wealth Counselors
Pennsylvania
$4.91M -$6.82M -110,879 -57%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.79M +$609K +9,908 +14%
AWM
25
AE Wealth Management
Kansas
$4.58M +$525K +8,535 +13%

FDLO Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q1 2025, worth a combined $1B — up 1.1% from $992M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FDLO positions and 16 closed out — a net gain of 2 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.19M. The largest seller was Abundance Wealth Counselors, cutting an estimated $6.82M.

  • 140 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1B of Fidelity Low Volatility Factor ETF stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 18 funds opened new Fidelity Low Volatility Factor ETF positions in Q1 2025 and 16 closed out, a net change of +2 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q1 2025 was Goldman Sachs, an estimated $4.19M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q1 2025 was Abundance Wealth Counselors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2025.