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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$65.71 +0.09 (+0.14%)
As of 09:43 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)
87
Total
Institutional Inflows
(last 12 months)
$263.39M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$43.94M
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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
9/4/2025 Osaic Holdings Inc.118,808$7.47M0.0%-22.5%0.606%
8/27/2025 Orion Porfolio Solutions LLC3,360$211K0.0%N/A0.017%
8/18/2025 Tyler Stone Wealth Management33,877$2.13M0.3%-0.8%0.173%
8/15/2025 Asset Allocation Strategies LLC21,830$1.37M0.3%-31.7%0.111%
8/15/2025 Corient Private Wealth LLC236,209$14.83M0.0%+0.3%1.205%
8/15/2025 Orion Porfolio Solutions LLC3,360$211K0.0%N/A0.017%
8/15/2025 Great Valley Advisor Group Inc.12,986$816K0.0%-9.1%0.066%
8/15/2025 Bank of America Corp DE443,513$27.85M0.0%+9.5%2.263%
8/14/2025 Jane Street Group LLC15,034$944K0.0%+4.8%0.077%
8/14/2025 Raymond James Financial Inc.104,585$6.57M0.0%+1.8%0.534%
8/14/2025 Darwin Wealth Management LLC3,069$193K0.1%N/A0.016%
8/14/2025 Betterment LLC7,494$471K0.0%-2.2%0.038%
8/14/2025 NewEdge Advisors LLC176,211$11.07M0.1%+49.5%0.899%
8/14/2025 Cary Street Partners Financial LLC8,955$562K0.0%-8.9%0.046%
8/14/2025 Cerity Partners LLC3,510$220K0.0%-15.3%0.018%
8/13/2025 Twin Peaks Wealth Advisors LLC387$25K0.0%N/A0.002%
8/13/2025 Lido Advisors LLC115,900$7.28M0.0%-7.9%0.591%
8/13/2025 Northwestern Mutual Wealth Management Co.25,113$1.58M0.0%-12.4%0.128%
8/12/2025 Steward Partners Investment Advisory LLC4,035$253K0.0%-5.8%0.021%
8/12/2025 Segall Bryant & Hamill LLC227,641$14.30M0.2%-2.9%1.161%
8/12/2025 JPMorgan Chase & Co.76,116$4.78M0.0%-3.6%0.388%
8/12/2025 Absolute Capital Management LLC3,473$218K0.1%-25.5%0.018%
8/12/2025 Weaver Consulting Group43,877$2.76M0.8%-1.0%0.224%
8/8/2025 MTM Investment Management LLC919$58K0.0%N/A0.005%
8/8/2025 Rockefeller Capital Management L.P.14,634$919K0.0%-67.8%0.075%
8/8/2025 Citizens Financial Group Inc. RI3,461$217K0.0%N/A0.018%
8/8/2025 Cetera Investment Advisers172,247$10.82M0.0%+2.6%0.883%
8/8/2025 Campbell Deegan Wealth Management LLC314,733$19.77M19.5%+3.1%1.614%
8/8/2025 Creative Planning8,196$515K0.0%+6.1%0.042%
8/8/2025 Security Financial Services INC.11,004$691K0.1%N/A0.056%
8/8/2025 Foundations Investment Advisors LLC74,355$4.67M0.1%+12.9%0.381%
8/8/2025 Advisors Capital Management LLC34,774$2.18M0.0%-2.4%0.178%
8/6/2025 AE Wealth Management LLC70,575$4.43M0.0%-6.5%0.362%
8/6/2025 Nvwm LLC19,688$1.24M0.3%+5.9%0.101%
8/5/2025 Snider Financial Group8,542$536K0.2%-12.5%0.044%
8/5/2025 Sigma Planning Corp8,279$520K0.0%+8.5%0.042%
8/4/2025 Savvy Advisors Inc.3,329$209K0.0%N/A0.017%
8/1/2025 Howard Capital Management Inc.80,838$5.08M0.1%+91.5%0.415%
8/1/2025 Envestnet Asset Management Inc.555,092$34.86M0.0%-9.2%2.847%
7/31/2025 Briaud Financial Planning Inc722$45K0.0%N/A0.004%
7/30/2025 Strategic Blueprint LLC14,494$910K0.0%N/A0.074%
7/30/2025 Exencial Wealth Advisors LLC78,286$4.92M0.2%-7.4%0.401%
7/30/2025 Brookstone Capital Management8,581$539K0.0%+10.5%0.044%
7/30/2025 Cullen Frost Bankers Inc.8,249$518K0.0%+6.7%0.042%
7/25/2025 Atria Wealth Solutions Inc.8,861$556K0.0%-8.7%0.045%
7/25/2025 Envestnet Portfolio Solutions Inc.15,777$991K0.0%+14.8%0.081%
7/25/2025 CWM LLC700$44K0.0%+233.3%0.004%
7/25/2025 Johnson Investment Counsel Inc.4,604$289K0.0%-5.9%0.024%
7/24/2025 Blue Trust Inc.1,071$67K0.0%N/A0.005%
7/24/2025 IFP Advisors Inc3,511$220K0.0%+14.4%0.018%
7/24/2025 GFG Capital LLC118,446$7.44M2.2%-7.4%0.607%
7/21/2025 Ameritas Advisory Services LLC130,449$8.19M0.4%-49.0%0.669%
7/21/2025 Abundance Wealth Counselors79,114$4.71M0.9%-5.7%0.406%
7/15/2025 Regatta Capital Group LLC7,578$476K0.1%N/A0.039%
7/14/2025 Mechanics Bank Trust Department73,282$4.60M0.7%+17.9%0.377%
7/14/2025 Abound Wealth Management529$33K0.0%N/A0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC16,987$1.08M0.0%-20.5%0.087%
7/9/2025 Pallas Capital Advisors LLC14,128$887K0.0%+3.0%0.073%
7/8/2025 Strategic Advocates LLC7,779$489K0.1%N/A0.040%
7/8/2025 RMR Wealth Builders3,540$222K0.0%-7.0%0.018%
7/7/2025 Roxbury Financial LLC2,124$133K0.1%+495.0%0.011%
6/27/2025 Goldman 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%
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%
(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, 135 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. ($34.86M), Bank of America Corp DE ($27.85M), Campbell Deegan Wealth Management LLC ($19.77M), Kestra Advisory Services LLC ($19.56M), and Corient Private Wealth LLC ($14.83M).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 115 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 ($298.09K), Segall Bryant & Hamill LLC ($276.70K), International Assets Investment Management LLC ($243.34K), Abundance Wealth Counselors ($214.14K), Raymond James Financial Inc. ($206.68K), and Bank of America Corp DE ($146.37K).

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

Institutional investors have bought a total of 4,316,366 shares in the last 24 months. This purchase volume represents approximately $263.39M in transactions.

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

Of the 49 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: Ameritas Advisory Services LLC ($173.02K), Abundance Wealth Counselors ($115.79K), Envestnet Asset Management Inc. ($56.55K), Segall Bryant & Hamill LLC ($49.06K), GFG Capital LLC ($45.75K), Rockefeller Capital Management L.P. ($37.58K), and Osaic Holdings Inc. ($34.55K).

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

Institutional investors have sold a total of 713,134 shares in the last 24 months. This volume of shares sold represents approximately $43.94M in transactions.


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This page (NYSEARCA:FDLO) was last updated on 9/18/2025 by MarketBeat.com Staff
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