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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$61.08 +0.60 (+0.99%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$146.04M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$22.27M
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FDLO Institutional Buying and Selling by Quarter

Fidelity Low Volatility Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Westside Investment Management Inc.16,025$983K0.2%-5.9%0.086%
11/18/2024 Rehmann Capital Advisory Group20,895$1.28M0.1%-17.9%0.112%
11/15/2024 MML Investors Services LLC12,420$762K0.0%-2.9%0.066%
11/15/2024 EP Wealth Advisors LLC1,639$101K0.0%N/A0.009%
11/15/2024 Jane Street Group LLC24,675$1.51M0.0%N/A0.132%
11/15/2024 Weaver Consulting Group44,853$2.75M0.9%-0.9%0.240%
11/15/2024 Stifel Financial Corp33,408$2.05M0.0%+19.0%0.179%
11/14/2024 Rockefeller Capital Management L.P.42,845$2.63M0.0%-10.9%0.229%
11/13/2024 FMR LLC9,352,065$573.75M0.0%+15.8%50.011%
11/13/2024 Truvestments Capital LLC800$49K0.0%N/A0.004%
11/12/2024 Running Point Capital Advisors LLC147,882$9.07M3.5%+2.5%0.791%
11/8/2024 Stonebridge Financial Planning Group LLC5,250$322K0.2%-13.2%0.028%
11/8/2024 Darwin Wealth Management LLC3,138$193K0.1%N/A0.017%
11/8/2024 Segall Bryant & Hamill LLC276,703$16.98M0.2%N/A1.480%
11/7/2024 AMG National Trust Bank3,494$214K0.0%N/A0.019%
11/7/2024 Thrivent Financial for Lutherans115,857$7.11M0.0%-0.2%0.620%
11/5/2024 Aptus Capital Advisors LLC3,173$195K0.0%+51.8%0.017%
11/5/2024 Apollon Wealth Management LLC3,324$204K0.0%-5.7%0.018%
11/4/2024 Tyler Stone Wealth Management34,165$2.10M0.4%+99.5%0.183%
11/1/2024 Verity Asset Management Inc.21,664$1.33M0.5%+9.7%0.116%
10/31/2024 JB Capital LLC3,473$213K0.0%N/A0.019%
10/30/2024 Avidian Wealth Enterprises LLC8,170$501K0.0%N/A0.044%
10/30/2024 Ameritas Advisory Services LLC303,471$18.62M0.8%+15.7%1.623%
10/25/2024 Pallas Capital Advisors LLC13,429$824K0.0%+5.6%0.072%
10/24/2024 Wealth Enhancement Advisory Services LLC21,494$1.32M0.0%-13.3%0.115%
10/23/2024 Silver Oak Securities Incorporated6,408$391K0.0%+43.8%0.034%
10/21/2024 Foundations Investment Advisors LLC9,001$552K0.0%N/A0.048%
10/21/2024 GFG Capital LLC164,195$10.07M2.6%+0.6%0.878%
10/18/2024Commonwealth Equity Services LLC724,927$44.47M0.1%+3.7%3.877%
10/18/2024Raymond James & Associates88,844$5.45M0.0%+4.6%0.475%
10/17/2024OmniStar Financial Group Inc.3,253$202K0.2%N/A0.017%
10/10/2024 Mechanics Bank Trust Department59,086$3.63M0.5%+10.8%0.316%
10/8/2024 Hoxton Planning & Management LLC3,442$211K0.1%N/A0.018%
8/22/2024 Cetera Investment Advisers125,826$7.18M0.0%+9.1%0.673%
8/21/2024 Truist Financial Corp4,690$267K0.0%N/A0.025%
8/16/2024 Northwestern Mutual Wealth Management Co.28,057$1.60M0.0%+1.8%0.150%
8/16/2024 NewEdge Advisors LLC145,374$8.29M0.1%+0.4%0.777%
8/13/2024 Kowal Investment Group LLC12,016$685K0.1%+6.6%0.064%
8/13/2024 Thrivent Financial for Lutherans116,047$6.62M0.0%+26.0%0.621%
8/13/2024 AE Wealth Management LLC59,071$3.37M0.0%+69.6%0.316%
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8/12/2024 Mercer Global Advisors Inc. ADV3,854$220K0.0%-8.5%0.021%
8/8/2024 Envestnet Asset Management Inc.536,162$30.58M0.0%+10.3%2.867%
8/8/2024 Stonebridge Financial Planning Group LLC6,050$345K0.2%-3.2%0.032%
8/6/2024 Howard Capital Management Inc.16,810$959K0.1%+4.3%0.090%
7/31/2024 Asset Allocation Strategies LLC30,067$1.72M0.6%+8.2%0.161%
7/31/2024Commonwealth Equity Services LLC698,737$39.86M0.1%+4.6%3.737%
7/30/2024 Key Financial Inc2,427$138K0.0%N/A0.013%
7/29/2024 Ameritas Advisory Services LLC262,221$14.96M0.6%-2.1%1.402%
7/26/2024 Cambridge Investment Research Advisors Inc.48,794$2.78M0.0%-2.1%0.261%
7/25/2024 Bryant Woods Investment Advisors LLC7,931$452K0.3%+33.3%0.042%
7/22/2024 GFG Capital LLC163,150$9.31M2.4%-4.1%0.872%
7/22/2024 Carnegie Investment Counsel4,073$232K0.0%N/A0.022%
7/22/2024 Pallas Capital Advisors LLC12,716$744K0.0%+8.9%0.068%
7/19/2024Raymond James & Associates84,943$4.85M0.0%-2.8%0.454%
7/18/2024 Gradient Investments LLC573$33K0.0%N/A0.003%
7/17/2024 Westside Investment Management Inc.17,031$971K0.2%+20.1%0.091%
7/16/2024 Envestnet Portfolio Solutions Inc.7,810$445K0.0%N/A0.042%
7/16/2024 Wealth Enhancement Advisory Services LLC24,784$1.41M0.0%+29.3%0.133%
7/13/2024 Mechanics Bank Trust Department53,304$3.04M0.4%+9.9%0.285%
7/9/2024 Kingswood Wealth Advisors LLC5,831$333K0.0%N/A0.031%
5/28/2024 Verity Asset Management Inc.9,103$511K0.3%+5.2%0.049%
5/24/2024Cetera Advisors LLC7,221$406K0.0%+10.5%0.039%
5/24/2024 Cetera Investment Advisers115,377$6.48M0.0%+145.4%0.617%
5/16/2024 Jane Street Group LLC78,575$4.41M0.0%+45.5%0.420%
5/15/2024 Kestra Advisory Services LLC315,684$17.74M0.1%+7.7%1.688%
5/10/2024 Osaic Holdings Inc.149,002$8.37M0.0%-39.9%0.797%
5/8/2024 Avantax Advisory Services Inc.9,763$548K0.0%+6.3%0.052%
5/3/2024 Absolute Capital Management LLC47,494$2.67M1.7%+44.0%0.260%
5/2/2024 Lincoln National Corp59,328$3.33M0.1%+4.1%0.325%
4/30/2024 Private Advisor Group LLC23,431$1.32M0.0%-13.1%0.128%
4/29/2024Commonwealth Equity Services LLC668,310$37.55M0.1%-6.9%3.662%
4/25/2024 Cambridge Investment Research Advisors Inc.49,840$2.80M0.0%+8.1%0.273%
4/22/2024Raymond James & Associates87,426$4.91M0.0%-0.9%0.479%
4/19/2024Abundance Wealth Counselors210,504$11.83M2.7%-1.3%1.940%
4/19/2024 Westside Investment Management Inc.14,175$796K0.2%+17.1%0.131%
4/18/2024 Kowal Investment Group LLC11,276$633K0.1%-2.4%0.104%
4/16/2024 Wealth Enhancement Advisory Services LLC19,163$1.08M0.0%-11.4%0.177%
4/15/2024 Sunbelt Securities Inc.6,330$356K0.0%+344.5%0.058%
4/15/2024 RMR Wealth Builders3,865$217K0.0%-32.3%0.036%
2/20/2024 Voisard Asset Management Group Inc.500$26K0.0%N/A0.005%
2/16/2024 Clarity Asset Management Inc.2,179$115K0.1%N/A0.020%
2/14/2024 VitalStone Financial LLC520$28K0.0%-89.4%0.005%
2/14/2024 Asset Allocation Strategies LLC26,116$1.38M0.5%+5.8%0.241%
2/14/2024 Personal CFO Solutions LLC22,001$1.17M0.2%N/A0.203%
2/14/2024 Valley Financial Group Inc.5,571$295K0.2%N/A0.051%
2/13/2024 Exencial Wealth Advisors LLC89,724$4.75M0.2%+4.8%0.827%
2/12/2024 Steward Partners Investment Advisory LLC4,025$213K0.0%-13.9%0.037%
2/9/2024 Advisory Services Network LLC19,000$1.01M0.0%-4.9%0.175%
2/9/2024 Cambridge Investment Research Advisors Inc.46,105$2.44M0.0%-43.2%0.425%
2/9/2024 Corient Private Wealth LLC348,115$18.44M0.0%-8.8%3.208%
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2/9/2024 D.A. Davidson & CO.18,692$990K0.0%-21.3%0.172%
2/8/2024 Summit X LLC38,902$2.06M0.6%-47.6%0.359%
2/7/2024 Avantax Advisory Services Inc.9,187$487K0.0%+5.9%0.085%
2/7/2024 Darwin Wealth Management LLC4,196$222K0.1%-10.4%0.039%
2/7/2024 GDS Wealth Management3,955$209K0.0%N/A0.036%
2/6/2024 RMR Wealth Builders5,712$303K0.0%-58.4%0.053%
2/6/2024 Lincoln National Corp56,970$3.02M0.1%-47.4%0.525%
2/6/2024 Private Advisor Group LLC26,951$1.43M0.0%+8.1%0.248%
2/6/2024Commonwealth Equity Services LLC718,103$38.04M0.1%+2.5%6.618%
2/6/2024 Great Valley Advisor Group Inc.14,243$754K0.0%N/A0.131%
(Data available from 1/1/2016 forward)

FDLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDLO shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Fidelity Low Volatility Factor ETF. The most heavily invested institutionals were FMR LLC ($573.75M), Commonwealth Equity Services LLC ($44.47M), Envestnet Asset Management Inc. ($30.58M), Advisor Group Holdings Inc. ($19.27M), Ameritas Advisory Services LLC ($18.62M), Corient Private Wealth LLC ($18.44M), and Kestra Advisory Services LLC ($17.74M).Learn more on FDLO's institutional investors.

Which institutional investors have been buying Fidelity Low Volatility Factor ETF stock?

Of the 86 institutional investors that purchased Fidelity Low Volatility Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.93M), Segall Bryant & Hamill LLC ($276.70K), International Assets Investment Management LLC ($249.99K), Abundance Wealth Counselors ($214.14K), Commonwealth Equity Services LLC ($161.51K), Envestnet Asset Management Inc. ($147.70K), and UBS Group AG ($128.81K).

How much institutional buying is happening at Fidelity Low Volatility Factor ETF?

Institutional investors have bought a total of 4,521,835 shares in the last 24 months. This purchase volume represents approximately $245.24M in transactions.

Which Fidelity Low Volatility Factor ETF major shareholders have been selling company stock?

Of the 49 institutional investors that sold Fidelity Low Volatility Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($199.52K), Ameritas Advisory Services LLC ($181.92K), Osaic Holdings Inc. ($166.94K), Commonwealth Equity Services LLC ($83.53K), Lincoln National Corp ($73.55K), Envestnet Asset Management Inc. ($60.93K), and Summit X LLC ($60.21K).

How much institutional selling is happening at Fidelity Low Volatility Factor ETF?

Institutional investors have sold a total of 1,181,707 shares in the last 24 months. This volume of shares sold represents approximately $60.04M in transactions.


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This page (NYSEARCA:FDLO) was last updated on 12/22/2024 by MarketBeat.com Staff
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