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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$61.57 +0.57 (+0.93%)
As of 04:10 PM Eastern
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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)
$144.26M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$23.66M
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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
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%
12/26/2024JPMorgan 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%
11/18/2024Rehmann Capital Advisory Group20,895$1.28M0.1%-17.9%0.112%
11/15/2024MML Investors Services LLC12,420$762K0.0%-2.9%0.066%
11/15/2024EP Wealth Advisors LLC1,639$101K0.0%N/A0.009%
11/15/2024Jane Street Group LLC24,675$1.51M0.0%N/A0.132%
11/15/2024 Weaver Consulting Group44,853$2.75M0.9%-0.9%0.240%
11/15/2024Stifel Financial Corp33,408$2.05M0.0%+19.0%0.179%
11/14/2024Rockefeller Capital Management L.P.42,845$2.63M0.0%-10.9%0.229%
11/13/2024FMR LLC9,352,065$573.75M0.0%+15.8%50.011%
11/13/2024Truvestments Capital LLC800$49K0.0%N/A0.004%
11/12/2024Running Point Capital Advisors LLC147,882$9.07M3.5%+2.5%0.791%
11/8/2024Stonebridge Financial Planning Group LLC5,250$322K0.2%-13.2%0.028%
11/8/2024Darwin Wealth Management LLC3,138$193K0.1%N/A0.017%
11/8/2024Segall Bryant & Hamill LLC276,703$16.98M0.2%N/A1.480%
11/7/2024AMG National Trust Bank3,494$214K0.0%N/A0.019%
11/7/2024Thrivent Financial for Lutherans115,857$7.11M0.0%-0.2%0.620%
11/5/2024Aptus Capital Advisors LLC3,173$195K0.0%+51.8%0.017%
11/5/2024Apollon Wealth Management LLC3,324$204K0.0%-5.7%0.018%
11/4/2024Tyler Stone Wealth Management34,165$2.10M0.4%+99.5%0.183%
11/1/2024Verity Asset Management Inc.21,664$1.33M0.5%+9.7%0.116%
10/31/2024JB Capital LLC3,473$213K0.0%N/A0.019%
10/30/2024Avidian 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%
10/23/2024Silver Oak Securities Incorporated6,408$391K0.0%+43.8%0.034%
10/21/2024Foundations Investment Advisors LLC9,001$552K0.0%N/A0.048%
10/21/2024GFG 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%
10/8/2024Hoxton Planning & Management LLC3,442$211K0.1%N/A0.018%
8/22/2024Cetera Investment Advisers125,826$7.18M0.0%+9.1%0.673%
8/21/2024Truist Financial Corp4,690$267K0.0%N/A0.025%
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8/16/2024Northwestern Mutual Wealth Management Co.28,057$1.60M0.0%+1.8%0.150%
8/16/2024NewEdge Advisors LLC145,374$8.29M0.1%+0.4%0.777%
8/13/2024Kowal Investment Group LLC12,016$685K0.1%+6.6%0.064%
8/13/2024Thrivent Financial for Lutherans116,047$6.62M0.0%+26.0%0.621%
8/13/2024AE Wealth Management LLC59,071$3.37M0.0%+69.6%0.316%
8/12/2024Mercer Global Advisors Inc. ADV3,854$220K0.0%-8.5%0.021%
8/8/2024Envestnet Asset Management Inc.536,162$30.58M0.0%+10.3%2.867%
8/8/2024Stonebridge Financial Planning Group LLC6,050$345K0.2%-3.2%0.032%
8/6/2024Howard Capital Management Inc.16,810$959K0.1%+4.3%0.090%
7/31/2024Asset 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%
7/30/2024Key Financial Inc2,427$138K0.0%N/A0.013%
7/29/2024 Ameritas Advisory Services LLC262,221$14.96M0.6%-2.1%1.402%
7/26/2024Cambridge Investment Research Advisors Inc.48,794$2.78M0.0%-2.1%0.261%
7/25/2024Bryant Woods Investment Advisors LLC7,931$452K0.3%+33.3%0.042%
7/22/2024GFG 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%
7/18/2024Gradient Investments LLC573$33K0.0%N/A0.003%
7/17/2024 Westside Investment Management Inc.17,031$971K0.2%+20.1%0.091%
7/16/2024Envestnet 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%
7/9/2024Kingswood Wealth Advisors LLC5,831$333K0.0%N/A0.031%
5/28/2024Verity Asset Management Inc.9,103$511K0.3%+5.2%0.049%
5/24/2024Cetera Advisors LLC7,221$406K0.0%+10.5%0.039%
5/24/2024Cetera Investment Advisers115,377$6.48M0.0%+145.4%0.617%
5/16/2024Jane Street Group LLC78,575$4.41M0.0%+45.5%0.420%
5/15/2024Kestra Advisory Services LLC315,684$17.74M0.1%+7.7%1.688%
5/10/2024Osaic Holdings Inc.149,002$8.37M0.0%-39.9%0.797%
5/8/2024Avantax Advisory Services Inc.9,763$548K0.0%+6.3%0.052%
5/3/2024Absolute Capital Management LLC47,494$2.67M1.7%+44.0%0.260%
5/2/2024Lincoln National Corp59,328$3.33M0.1%+4.1%0.325%
4/30/2024Private 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%
4/25/2024Cambridge 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%
4/18/2024Kowal 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%
4/15/2024Sunbelt Securities Inc.6,330$356K0.0%+344.5%0.058%
4/15/2024 RMR Wealth Builders3,865$217K0.0%-32.3%0.036%
2/20/2024Voisard Asset Management Group Inc.500$26K0.0%N/A0.005%
2/16/2024Clarity Asset Management Inc.2,179$115K0.1%N/A0.020%
2/14/2024VitalStone Financial LLC520$28K0.0%-89.4%0.005%
2/14/2024Asset Allocation Strategies LLC26,116$1.38M0.5%+5.8%0.241%
2/14/2024Personal CFO Solutions LLC22,001$1.17M0.2%N/A0.203%
2/14/2024Valley Financial Group Inc.5,571$295K0.2%N/A0.051%
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2/13/2024Exencial Wealth Advisors LLC89,724$4.75M0.2%+4.8%0.827%
2/12/2024Steward Partners Investment Advisory LLC4,025$213K0.0%-13.9%0.037%
2/9/2024Advisory Services Network LLC19,000$1.01M0.0%-4.9%0.175%
2/9/2024Cambridge Investment Research Advisors Inc.46,105$2.44M0.0%-43.2%0.425%
2/9/2024Corient Private Wealth LLC348,115$18.44M0.0%-8.8%3.208%
2/9/2024D.A. Davidson & CO.18,692$990K0.0%-21.3%0.172%
2/8/2024Summit X LLC38,902$2.06M0.6%-47.6%0.359%
2/7/2024Avantax Advisory Services Inc.9,187$487K0.0%+5.9%0.085%
2/7/2024Darwin Wealth Management LLC4,196$222K0.1%-10.4%0.039%
2/7/2024GDS Wealth Management3,955$209K0.0%N/A0.036%
(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), Corient Private Wealth LLC ($18.44M), Kestra Advisory Services LLC ($17.74M), and Segall Bryant & Hamill LLC ($16.98M).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 4,523,993 shares in the last 24 months. This purchase volume represents approximately $245.41M in transactions.

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

Of the 50 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 ($199.52K), 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 1,231,394 shares in the last 24 months. This volume of shares sold represents approximately $63.10M in transactions.


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This page (NYSEARCA:FDLO) was last updated on 1/21/2025 by MarketBeat.com Staff
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