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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$63.03 -0.17 (-0.27%)
Closing price 07/8/2025 04:10 PM Eastern
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$63.05 +0.02 (+0.03%)
As of 04:00 AM 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)
83
Total
Institutional Inflows
(last 12 months)
$259.06M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$24.88M
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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
7/8/2025Strategic Advocates LLC7,779$489K0.1%N/A0.040%
7/8/2025RMR Wealth Builders3,540$222K0.0%-7.0%0.018%
7/7/2025 Roxbury Financial LLC2,124$133K0.1%+495.0%0.011%
6/27/2025Goldman Sachs Group Inc.74,421$4.51M0.0%+1,088.1%0.384%
5/27/2025Advisors Capital Management LLC35,643$2.16M0.0%-2.5%0.182%
5/19/2025Jane Street Group LLC14,342$869K0.0%N/A0.073%
5/16/2025Empowered Funds LLC8,624$523K0.0%N/A0.044%
5/16/2025Ascent Group LLC3,690$224K0.0%N/A0.019%
5/16/2025Goldman Sachs Group Inc.74,421$4.51M0.0%+1,088.1%0.378%
5/16/2025NewEdge Advisors LLC117,894$7.15M0.0%+15.0%0.598%
5/15/2025Focus Partners Advisor Solutions LLC10,044$609K0.0%+48.9%0.051%
5/15/2025Royal Bank of Canada109,915$6.66M0.0%+104.7%0.558%
5/14/2025Valley Financial Group Inc.5,588$339K0.2%+5.3%0.028%
5/14/2025Samalin Investment Counsel LLC5,491$333K0.1%-42.7%0.028%
5/14/2025Northwestern Mutual Wealth Management Co.28,680$1.74M0.0%+1.3%0.146%
5/14/2025Kestra Advisory Services LLC322,675$19.56M0.1%-1.8%1.638%
5/14/2025Capital Analysts LLC33,319$2.02M0.1%-6.6%0.169%
5/13/2025Raymond James Financial Inc.102,697$6.23M0.0%+0.6%0.521%
5/9/2025Exencial Wealth Advisors LLC84,548$5.13M0.2%-0.7%0.429%
5/9/2025Atria Wealth Solutions Inc.9,702$588K0.0%+26.3%0.049%
5/9/2025Cary Street Partners Financial LLC9,831$596K0.0%-6.0%0.050%
5/9/2025Commonwealth Equity Services LLC755,697$45.81M0.1%+1.0%3.836%
5/8/2025Hoxton Planning & Management LLC3,561$216K0.1%N/A0.018%
5/8/2025Howard Capital Management Inc.42,217$2.56M0.0%+30.3%0.214%
5/7/2025Foundations Investment Advisors LLC65,871$3.99M0.1%+282.1%0.334%
5/7/2025LPL Financial LLC197,160$11.95M0.0%+17.5%1.001%
5/7/2025Nvwm LLC18,584$1.13M0.3%+1.9%0.094%
5/6/2025Cetera Investment Advisers167,954$10.18M0.0%+15.6%0.853%
5/6/2025AE Wealth Management LLC75,483$4.58M0.0%+12.7%0.383%
5/5/2025Kestra Private Wealth Services LLC24,549$1.49M0.0%+20.5%0.125%
5/5/2025Private Advisor Group LLC5,994$363K0.0%+3.6%0.030%
5/2/2025Cullen Frost Bankers Inc.7,734$469K0.0%+156.3%0.039%
5/2/2025Segall Bryant & Hamill LLC234,546$14.22M0.2%-11.1%1.191%
5/2/2025Sigma Planning Corp7,629$462K0.0%+10.3%0.039%
4/30/2025Cerity Partners LLC4,143$251K0.0%+9.6%0.021%
4/30/2025GFG Capital LLC127,895$7.75M2.3%-21.4%0.649%
4/29/2025Envestnet Asset Management Inc.611,643$37.08M0.0%+3.3%3.105%
4/29/2025Silver Oak Securities Incorporated6,371$383K0.0%-78.6%0.032%
4/28/2025Weaver Consulting Group44,312$2.69M0.8%-0.9%0.225%
4/25/2025Westside Investment Management Inc.14,730$893K0.2%-6.1%0.067%
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4/25/2025Ameritas Advisory Services LLC255,706$15.50M0.6%-2.4%1.157%
4/25/2025Avidian Wealth Enterprises LLC9,695$588K0.0%+24.2%0.044%
4/24/2025Sunbelt Securities Inc.11,464$695K0.1%+87.1%0.052%
4/22/2025Cambridge Investment Research Advisors Inc.42,786$2.59M0.0%-24.3%0.194%
4/21/2025Abundance Wealth Counselors83,854$4.91M1.0%-56.9%0.379%
4/21/2025Silver Oak Securities Incorporated94,661$5.35M0.5%+217.7%0.428%
4/21/2025Envestnet Portfolio Solutions Inc.13,738$833K0.0%-5.2%0.062%
4/21/2025Johnson Investment Counsel Inc.4,893$297K0.0%-7.0%0.022%
4/15/2025Integrated Advisors Network LLC10,880$660K0.0%N/A0.049%
4/14/2025Pallas Capital Advisors LLC13,721$832K0.0%+1.7%0.062%
4/14/2025Buttonwood Financial Group LLC8,901$508K0.3%N/A0.040%
4/11/2025Snider Financial Group9,758$592K0.2%-2.1%0.044%
4/9/2025Mechanics Bank Trust Department62,171$3.77M0.5%-0.9%0.281%
4/7/2025GAMMA Investing LLC11,639$706K0.0%+5,962.0%0.053%
3/17/2025Wealth Enhancement Advisory Services LLC21,297$1.29M0.0%-0.9%0.095%
3/11/2025Campbell Deegan Wealth Management LLC288,687$17.49M21.0%N/A1.289%
2/18/2025Focus Partners Advisor Solutions LLC6,747$409K0.0%-15.3%0.036%
2/17/2025Two Sigma Investments LP83,500$5.06M0.0%+85.6%0.447%
2/17/2025EP Wealth Advisors LLC1,822$110K0.0%+11.2%0.010%
2/17/2025Cetera Investment Advisers145,301$8.80M0.0%+5.4%0.777%
2/17/2025Cary Street Partners Financial LLC10,460$634K0.0%N/A0.056%
2/17/2025Bank of America Corp DE393,395$23.84M0.0%+37.7%2.104%
2/14/2025Mercer Global Advisors Inc. ADV5,107$309K0.0%-40.0%0.027%
2/14/2025Lido Advisors LLC130,281$7.89M0.0%-1.7%0.697%
2/14/2025Betterment LLC7,682$465K0.0%-8.8%0.041%
2/14/2025Capital Analysts LLC35,667$2.16M0.1%-38.0%0.191%
2/14/2025Susquehanna International Group LLP40,368$2.45M0.0%-28.3%0.216%
2/14/2025Stifel Financial Corp43,592$2.64M0.0%+30.5%0.233%
2/13/2025NewEdge Advisors LLC102,526$6.21M0.0%-2.5%0.548%
2/13/2025Mariner LLC5,343$324K0.0%+21.8%0.029%
2/13/2025Advisors Capital Management LLC36,571$2.22M0.0%+1.0%0.196%
2/13/2025Rockefeller Capital Management L.P.41,322$2.50M0.0%-3.6%0.221%
2/13/2025Raymond James Financial Inc.102,094$6.19M0.0%N/A0.546%
2/13/2025Advisory Services Network LLC13,887$841K0.0%-6.2%0.074%
2/13/2025Cerity Partners LLC3,780$229K0.0%-14.0%0.020%
2/13/2025FMR LLC10,286,431$623.26M0.0%+10.0%55.008%
2/13/2025Envestnet Asset Management Inc.592,338$35.89M0.0%+6.8%3.168%
2/13/2025Wells Fargo & Company MN1,738$105K0.0%+1,106.9%0.009%
2/12/2025Orion Portfolio Solutions LLC4,032$244K0.0%N/A0.022%
2/12/2025JPMorgan Chase & Co.69,054$4.18M0.0%-5.2%0.369%
2/11/2025Segall Bryant & Hamill LLC263,690$15.98M0.2%-4.7%1.410%
2/11/2025Hershey Financial Advisers LLC19,768$1.20M1.1%N/A0.106%
2/11/2025LPL Financial LLC167,858$10.17M0.0%+5.7%0.898%
2/11/2025Samalin Investment Counsel LLC9,584$581K0.2%-7.4%0.051%
2/11/2025Absolute Capital Management LLC4,657$282K0.2%+10.7%0.025%
2/10/2025Thrivent Financial for Lutherans111,638$6.96M0.0%-3.6%0.597%
2/10/2025Corient Private Wealth LLC266,044$15.78M0.0%-4.7%1.423%
2/10/2025Envestnet Portfolio Solutions Inc.14,489$878K0.0%+42.5%0.077%
2/10/2025Commonwealth Equity Services LLC748,404$45.35M0.1%+3.2%4.002%
2/10/2025Avantax Advisory Services Inc.12,541$760K0.0%+42.0%0.067%
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2/7/2025Independent Advisor Alliance3,968$240K0.0%N/A0.021%
2/6/2025Raymond James Financial Inc.102,094$6.19M0.0%N/A0.546%
2/6/2025Cullen Frost Bankers Inc.3,018$183K0.0%+35.5%0.016%
2/6/2025Snider Financial Group9,967$604K0.2%N/A0.053%
2/6/2025Exencial Wealth Advisors LLC85,103$5.16M0.2%+1.1%0.455%
2/6/2025Unified Investment Management6,150$373K0.4%N/A0.033%
2/4/2025Provident Wealth Management LLC2,886$175K0.1%N/A0.015%
2/4/2025Howard Capital Management Inc.32,388$1.96M0.0%+81.9%0.173%
2/3/2025Private Advisor Group LLC5,786$351K0.0%-17.5%0.031%
1/31/2025Global Retirement Partners LLC2,148$130K0.0%+2,005.9%0.011%
(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, 126 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 ($45.81M), Envestnet Asset Management Inc. ($37.08M), Bank of America Corp DE ($23.84M), Kestra Advisory Services LLC ($19.56M), Campbell Deegan Wealth Management LLC ($17.49M), and Corient Private Wealth LLC ($15.78M).Learn more on Fidelity Low Volatility Factor ETF's institutional investors.

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

Of the 105 institutional investors that purchased Fidelity Low Volatility Factor ETF's 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 ($244.44K), Abundance Wealth Counselors ($214.14K), Raymond James Financial Inc. ($204.79K), and Goldman Sachs Group Inc. ($136.31K).

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

Institutional investors have bought a total of 4,263,927 shares in the last 24 months. This purchase volume represents approximately $259.06M in transactions.

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

Of the 40 institutional investors that sold Fidelity Low Volatility Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Abundance Wealth Counselors ($111.05K), Ameritas Advisory Services LLC ($53.51K), GFG Capital LLC ($43.19K), Segall Bryant & Hamill LLC ($42.16K), Capital Analysts LLC ($24.19K), Silver Oak Securities Incorporated ($23.42K), and Susquehanna International Group LLP ($15.93K).

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

Institutional investors have sold a total of 411,212 shares in the last 24 months. This volume of shares sold represents approximately $24.88M in transactions.


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This page (NYSEARCA:FDLO) was last updated on 7/9/2025 by MarketBeat.com Staff
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