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Fidelity Low Volatility Factor ETF

166 hedge funds and large institutions have $1.12B invested in Fidelity Low Volatility Factor ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$110M)

9% more funds holding

Funds holding: 152166 (+14)

0.75% more ownership

Funds ownership: 74.76%75.51% (+0.75%)

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
70
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$673M +$52.5M +792,508 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$47.5M -$1.42M -21,414 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M +$359K +5,413 +1%
Corient Private Wealth
4
Corient Private Wealth
Florida
$28.7M +$13.4M +202,739 +90%
LPL Financial
5
LPL Financial
California
$27M +$2.54M +38,385 +10%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$22.1M +$726K +10,950 +3%
Bank of America
7
Bank of America
North Carolina
$21.4M -$10.7M -160,667 -33%
KAS
8
Kestra Advisory Services
Texas
$16.3M -$5.58M -84,130 -26%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$16.1M +$2.6M +39,160 +19%
HCM
10
Howard Capital Management
Georgia
$15.6M +$7.19M +108,461 +87%
SBH
11
Segall Bryant & Hamill
Illinois
$13.6M -$715K -10,788 -5%
RPCA
12
Running Point Capital Advisors
California
$12.8M +$1.2M +18,073 +10%
SC
13
Sykon Capital
New York
$11.7M +$11.6M +175,471 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.4M +$6.74M +101,619 +190%
Raymond James Financial
15
Raymond James Financial
Florida
$9.45M +$943K +14,229 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.69M +$34.3K +517 +0.4%
NA
17
NewEdge Advisors
Louisiana
$8.39M -$3.28M -49,545 -28%
A
18
Alongside
Texas
$7.85M +$7.79M +117,558 New
AWM
19
AE Wealth Management
Kansas
$7.82M +$2.11M +31,764 +37%
Morgan Stanley
20
Morgan Stanley
New York
$7.75M +$3.3M +49,847 +75%
GC
21
GFG Capital
Florida
$7.68M -$225K -3,395 -3%
Lido Advisors
22
Lido Advisors
California
$7.64M -$66 -1 -0%
AAS
23
Ameritas Advisory Services
Nebraska
$7.38M -$132K -1,991 -2%
FIA
24
Foundations Investment Advisors
Arizona
$5.85M +$449K +6,768 +8%
MBTD
25
Mechanics Bank - Trust Department
California
$5.3M +$63.4K +956 +1%

FDLO Hedge Fund Activity: Q4 2025 in Review

166 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Low Volatility Factor ETF (FDLO) for Q4 2025, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FDLO positions and 15 closed out — a net gain of 15 holders — while 70 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $52.5M. The largest seller was Bank of America, cutting an estimated $10.7M.

  • 166 institutional investors held Fidelity Low Volatility Factor ETF (FDLO) as of Q4 2025, up from 152 in Q3 2025.
  • Funds reported $1.12B of Fidelity Low Volatility Factor ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 30 funds opened new Fidelity Low Volatility Factor ETF positions in Q4 2025 and 15 closed out, a net change of +15 holders.
  • The largest Fidelity Low Volatility Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $52.5M added.
  • The largest Fidelity Low Volatility Factor ETF seller in Q4 2025 was Bank of America, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.