We are live on ! Find out more
FDLO icon

Fidelity Low Volatility Factor ETF

152 hedge funds and large institutions have $1.01B invested in Fidelity Low Volatility Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $867M → $1.01B (+$142M)

3.54% more ownership

Funds ownership: 71.22%74.76% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 157152 (-5)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
62
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$612M +$86.9M +1,352,078 +17%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$48.3M -$912K -14,193 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.9M -$3.58M -55,735 -10%
Bank of America
4
Bank of America
North Carolina
$31.7M +$2.42M +37,654 +8%
LPL Financial
5
LPL Financial
California
$24.1M +$12.1M +188,192 +106%
KAS
6
Kestra Advisory Services
Texas
$21.7M -$1.13M -17,562 -5%
CDWM
7
Campbell Deegan Wealth Management
Virginia
$21M +$300K +4,677 +1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$14.8M -$760K -11,832 -5%
SBH
9
Segall Bryant & Hamill
Illinois
$14.1M -$842K -13,100 -6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.3M +$1.91M +29,759 +17%
NA
11
NewEdge Advisors
Louisiana
$11.5M -$66.2K -1,030 -0.6%
RPCA
12
Running Point Capital Advisors
California
$11.5M +$523K +8,148 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.5M +$693K +10,791 +9%
Raymond James Financial
14
Raymond James Financial
Florida
$8.38M +$1.46M +22,700 +22%
HCM
15
Howard Capital Management
Georgia
$8.23M +$2.83M +44,045 +54%
GC
16
GFG Capital
Florida
$7.8M
Lido Advisors
17
Lido Advisors
California
$7.64M +$899 +14 +0%
AAS
18
Ameritas Advisory Services
Nebraska
$7.42M -$1.15M -17,860 -14%
AWM
19
AE Wealth Management
Kansas
$5.63M +$956K +14,875 +21%
FIA
20
Foundations Investment Advisors
Arizona
$5.33M +$421K +6,560 +9%
EWA
21
Exencial Wealth Advisors
Oklahoma
$5.31M +$152K +2,359 +3%
MBTD
22
Mechanics Bank - Trust Department
California
$5.17M +$334K +5,206 +7%
Two Sigma Investments
23
Two Sigma Investments
New York
$5.13M +$5M +77,900 New
AWC
24
Abundance Wealth Counselors
Pennsylvania
$4.45M -$741K -11,539 -15%
Morgan Stanley
25
Morgan Stanley
New York
$4.37M -$697K -10,856 -14%

FDLO Hedge Fund Activity: Q3 2025 in Review

152 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q3 2025, worth a combined $1.01B — up 16% from $867M a quarter earlier.

Fund positioning in FDLO was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 62 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86.9M. The largest seller was Envestnet Asset Management, cutting an estimated $3.58M.

  • 152 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $1.01B of Fidelity Low Volatility Factor ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 14 funds opened new Fidelity Low Volatility Factor ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q3 2025 was Fidelity Investments, an estimated $86.9M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.