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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$60.12 -0.01 (-0.02%)
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Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$236.36M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$19.58M
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FDLO Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC21,297$1.29M0.0%-0.9%0.095%
3/11/2025 Campbell Deegan Wealth Management LLC288,687$17.49M21.0%N/A1.289%
2/18/2025 Focus Partners Advisor Solutions LLC6,747$409K0.0%-15.3%0.036%
2/17/2025 Two Sigma Investments LP83,500$5.06M0.0%+85.6%0.447%
2/17/2025 EP Wealth Advisors LLC1,822$110K0.0%+11.2%0.010%
2/17/2025 Cetera Investment Advisers145,301$8.80M0.0%+5.4%0.777%
2/17/2025 Cary Street Partners Financial LLC10,460$634K0.0%N/A0.056%
2/17/2025 Bank of America Corp DE393,395$23.84M0.0%+37.7%2.104%
2/14/2025 Mercer Global Advisors Inc. ADV5,107$309K0.0%-40.0%0.027%
2/14/2025 Lido Advisors LLC130,281$7.89M0.0%-1.7%0.697%
2/14/2025 Betterment LLC7,682$465K0.0%-8.8%0.041%
2/14/2025 Capital Analysts LLC35,667$2.16M0.1%-38.0%0.191%
2/14/2025 Susquehanna International Group LLP40,368$2.45M0.0%-28.3%0.216%
2/14/2025 Stifel Financial Corp43,592$2.64M0.0%+30.5%0.233%
2/13/2025 NewEdge Advisors LLC102,526$6.21M0.0%-2.5%0.548%
2/13/2025 Mariner LLC5,343$324K0.0%+21.8%0.029%
2/13/2025 Advisors Capital Management LLC36,571$2.22M0.0%+1.0%0.196%
2/13/2025 Rockefeller Capital Management L.P.41,322$2.50M0.0%-3.6%0.221%
2/13/2025 Raymond James Financial Inc.102,094$6.19M0.0%N/A0.546%
2/13/2025 Advisory Services Network LLC13,887$841K0.0%-6.2%0.074%
2/13/2025 Cerity Partners LLC3,780$229K0.0%-14.0%0.020%
2/13/2025 FMR LLC10,286,431$623.26M0.0%+10.0%55.008%
2/13/2025 Envestnet Asset Management Inc.592,338$35.89M0.0%+6.8%3.168%
2/13/2025 Wells Fargo & Company MN1,738$105K0.0%+1,106.9%0.009%
2/12/2025 Orion Portfolio Solutions LLC4,032$244K0.0%N/A0.022%
2/12/2025 JPMorgan Chase & Co.69,054$4.18M0.0%-5.2%0.369%
2/11/2025 Segall Bryant & Hamill LLC263,690$15.98M0.2%-4.7%1.410%
2/11/2025 Hershey Financial Advisers LLC19,768$1.20M1.1%N/A0.106%
2/11/2025 LPL Financial LLC167,858$10.17M0.0%+5.7%0.898%
2/11/2025 Samalin Investment Counsel LLC9,584$581K0.2%-7.4%0.051%
2/11/2025 Absolute Capital Management LLC4,657$282K0.2%+10.7%0.025%
2/10/2025 Thrivent Financial for Lutherans111,638$6.96M0.0%-3.6%0.597%
2/10/2025 Corient Private Wealth LLC266,044$15.78M0.0%-4.7%1.423%
2/10/2025 Envestnet Portfolio Solutions Inc.14,489$878K0.0%+42.5%0.077%
2/10/2025 Commonwealth Equity Services LLC748,404$45.35M0.1%+3.2%4.002%
2/10/2025 Avantax Advisory Services Inc.12,541$760K0.0%+42.0%0.067%
2/7/2025 Independent Advisor Alliance3,968$240K0.0%N/A0.021%
2/6/2025 Raymond James Financial Inc.102,094$6.19M0.0%N/A0.546%
2/6/2025 Cullen Frost Bankers Inc.3,018$183K0.0%+35.5%0.016%
2/6/2025 Snider Financial Group9,967$604K0.2%N/A0.053%
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2/6/2025 Exencial Wealth Advisors LLC85,103$5.16M0.2%+1.1%0.455%
2/6/2025 Unified Investment Management6,150$373K0.4%N/A0.033%
2/4/2025 Provident Wealth Management LLC2,886$175K0.1%N/A0.015%
2/4/2025 Howard Capital Management Inc.32,388$1.96M0.0%+81.9%0.173%
2/3/2025 Private Advisor Group LLC5,786$351K0.0%-17.5%0.031%
1/31/2025 Global Retirement Partners LLC2,148$130K0.0%+2,005.9%0.011%
1/31/2025 Kestra Investment Management LLC1,249$76K0.0%N/A0.007%
1/31/2025 Atria Wealth Solutions Inc.7,682$465K0.0%+25.8%0.041%
1/30/2025 GFG Capital LLC162,781$9.86M2.6%-0.9%0.870%
1/29/2025 Avidian Wealth Enterprises LLC7,806$473K0.0%-4.5%0.042%
1/28/2025 Kestra Private Wealth Services LLC20,368$1.23M0.0%+97.8%0.109%
1/27/2025 Silver Oak Securities Incorporated29,794$1.81M0.2%+365.0%0.159%
1/27/2025 Nvwm LLC18,229$1.10M0.3%N/A0.097%
1/24/2025 Tempus Wealth Planning LLC27,700$1.68M0.5%N/A0.148%
1/24/2025 Abundance Wealth Counselors194,733$11.80M2.6%-0.1%1.041%
1/22/2025 Foundations Investment Advisors LLC17,237$1.04M0.0%+91.5%0.092%
1/22/2025 Kingswood Wealth Advisors LLC4,999$303K0.0%-15.1%0.027%
1/17/2025 Westside Investment Management Inc.15,680$950K0.2%-2.2%0.084%
1/16/2025 Mechanics Bank Trust Department62,706$3.80M0.5%+6.1%0.335%
1/15/2025 Ameritas Advisory Services LLC261,960$15.87M0.5%-13.7%1.401%
1/13/2025 Brookstone Capital Management7,626$462K0.0%+16.5%0.041%
12/26/2024 JPMorgan Chase & Co.72,811$4.47M0.0%-12.3%0.389%
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%
11/8/2024Darwin 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%
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10/18/2024 Commonwealth Equity Services LLC724,927$44.47M0.1%+3.7%3.877%
10/18/2024Raymond James & Associates88,844$5.45M0.0%+4.6%0.475%
10/17/2024 OmniStar 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%
10/8/2024Hoxton 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%
8/13/2024Kowal Investment Group LLC12,016$685K0.1%+6.6%0.064%
(Data available from 1/1/2016 forward)

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FDLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDLO shares?

During the previous two years, 122 institutional investors and hedge funds held shares of Fidelity Low Volatility Factor ETF. The most heavily invested institutionals were FMR LLC ($623.26M), Commonwealth Equity Services LLC ($45.35M), Envestnet Asset Management Inc. ($35.89M), Bank of America Corp DE ($23.84M), Kestra Advisory Services LLC ($17.74M), Campbell Deegan Wealth Management LLC ($17.49M), and Segall Bryant & Hamill LLC ($15.98M).Learn more on FDLO's institutional investors.

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

Of the 101 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 ($2.87M), Campbell Deegan Wealth Management LLC ($288.69K), Segall Bryant & Hamill LLC ($276.70K), International Assets Investment Management LLC ($249.99K), Abundance Wealth Counselors ($214.14K), Raymond James Financial Inc. ($204.19K), 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 5,905,000 shares in the last 24 months. This purchase volume represents approximately $335.68M in transactions.

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

Of the 56 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: Ameritas Advisory Services LLC ($223.43K), Corient Private Wealth LLC ($212.61K), Osaic Holdings Inc. ($166.94K), Commonwealth Equity Services LLC ($83.53K), Lincoln National Corp ($65.72K), 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 1,241,696 shares in the last 24 months. This volume of shares sold represents approximately $64.87M in transactions.


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This page (NYSEARCA:FDLO) was last updated on 3/31/2025 by MarketBeat.com Staff
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