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Fidelity Low Volatility Factor ETF

157 hedge funds and large institutions have $867M invested in Fidelity Low Volatility Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 140157 (+17)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.66% less ownership

Funds ownership: 74.88%71.22% (-3.7%)

14% less capital invested

Capital invested by funds: $1B → $867M (-$136M)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
54
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$498M -$143M -2,383,241 -23%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.9M -$507K -8,448 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.9M -$3.4M -56,551 -9%
Bank of America
4
Bank of America
North Carolina
$27.9M +$2.32M +38,622 +10%
KAS
5
Kestra Advisory Services
Texas
$21.7M +$1.42M +23,609 +7%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$19.8M +$565K +9,405 +3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$14.8M +$41K +682 +0.3%
SBH
8
Segall Bryant & Hamill
Illinois
$14.3M -$415K -6,905 -3%
LPL Financial
9
LPL Financial
California
$11.1M -$1.18M -19,638 -10%
NA
10
NewEdge Advisors
Louisiana
$11.1M +$3.5M +58,317 +49%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.8M +$258K +4,293 +3%
RPCA
12
Running Point Capital Advisors
California
$10.4M +$133K +2,218 +1%
AAS
13
Ameritas Advisory Services
Nebraska
$8.19M -$7.52M -125,257 -49%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.47M -$2.08M -34,554 -23%
GC
15
GFG Capital
Florida
$7.44M -$568K -9,449 -7%
Lido Advisors
16
Lido Advisors
California
$7.28M -$597K -9,940 -8%
Raymond James Financial
17
Raymond James Financial
Florida
$6.57M +$113K +1,888 +2%
HCM
18
Howard Capital Management
Georgia
$5.08M +$2.32M +38,621 +91%
EWA
19
Exencial Wealth Advisors
Oklahoma
$4.92M -$376K -6,262 -7%
Morgan Stanley
20
Morgan Stanley
New York
$4.85M -$1.83M -30,492 -28%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.78M -$171K -2,846 -4%
AWC
22
Abundance Wealth Counselors
Pennsylvania
$4.71M -$285K -4,740 -6%
FIA
23
Foundations Investment Advisors
Arizona
$4.67M +$510K +8,484 +13%
Goldman Sachs
24
Goldman Sachs
New York
$4.64M -$29.7K -494 -0.7%
MBTD
25
Mechanics Bank - Trust Department
California
$4.6M +$667K +11,111 +18%

FDLO Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q2 2025, worth a combined $867M — down 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FDLO positions and 6 closed out — a net gain of 18 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.5M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 157 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $867M of Fidelity Low Volatility Factor ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 24 funds opened new Fidelity Low Volatility Factor ETF positions in Q2 2025 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.