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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$61.67 -0.55 (-0.88%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$254.66M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$24.87M
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FDLO Institutional Buying and Selling by Quarter

Fidelity Low Volatility Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/27/2025 Advisors Capital Management LLC35,643$2.16M0.0%-2.5%0.182%
5/19/2025 Jane Street Group LLC14,342$869K0.0%N/A0.073%
5/16/2025 Empowered Funds LLC8,624$523K0.0%N/A0.044%
5/16/2025 Ascent Group LLC3,690$224K0.0%N/A0.019%
5/16/2025 Goldman Sachs Group Inc.74,421$4.51M0.0%+1,088.1%0.378%
5/16/2025 NewEdge Advisors LLC117,894$7.15M0.0%+15.0%0.598%
5/15/2025 Focus Partners Advisor Solutions LLC10,044$609K0.0%+48.9%0.051%
5/15/2025 Royal Bank of Canada109,915$6.66M0.0%+104.7%0.558%
5/14/2025 Valley Financial Group Inc.5,588$339K0.2%+5.3%0.028%
5/14/2025 Samalin Investment Counsel LLC5,491$333K0.1%-42.7%0.028%
5/14/2025 Northwestern Mutual Wealth Management Co.28,680$1.74M0.0%+1.3%0.146%
5/14/2025 Kestra Advisory Services LLC322,675$19.56M0.1%-1.8%1.638%
5/14/2025 Capital Analysts LLC33,319$2.02M0.1%-6.6%0.169%
5/13/2025 Raymond James Financial Inc.102,697$6.23M0.0%+0.6%0.521%
5/9/2025 Exencial Wealth Advisors LLC84,548$5.13M0.2%-0.7%0.429%
5/9/2025 Atria Wealth Solutions Inc.9,702$588K0.0%+26.3%0.049%
5/9/2025 Cary Street Partners Financial LLC9,831$596K0.0%-6.0%0.050%
5/9/2025 Commonwealth Equity Services LLC755,697$45.81M0.1%+1.0%3.836%
5/8/2025 Hoxton Planning & Management LLC3,561$216K0.1%N/A0.018%
5/8/2025 Howard Capital Management Inc.42,217$2.56M0.0%+30.3%0.214%
5/7/2025 Foundations Investment Advisors LLC65,871$3.99M0.1%+282.1%0.334%
5/7/2025 LPL Financial LLC197,160$11.95M0.0%+17.5%1.001%
5/7/2025 Nvwm LLC18,584$1.13M0.3%+1.9%0.094%
5/6/2025 Cetera Investment Advisers167,954$10.18M0.0%+15.6%0.853%
5/6/2025 AE Wealth Management LLC75,483$4.58M0.0%+12.7%0.383%
5/5/2025 Kestra Private Wealth Services LLC24,549$1.49M0.0%+20.5%0.125%
5/5/2025 Private Advisor Group LLC5,994$363K0.0%+3.6%0.030%
5/2/2025 Cullen Frost Bankers Inc.7,734$469K0.0%+156.3%0.039%
5/2/2025 Segall Bryant & Hamill LLC234,546$14.22M0.2%-11.1%1.191%
5/2/2025 Sigma Planning Corp7,629$462K0.0%+10.3%0.039%
4/30/2025 Cerity Partners LLC4,143$251K0.0%+9.6%0.021%
4/30/2025 GFG Capital LLC127,895$7.75M2.3%-21.4%0.649%
4/29/2025 Envestnet Asset Management Inc.611,643$37.08M0.0%+3.3%3.105%
4/29/2025 Silver Oak Securities Incorporated6,371$383K0.0%-78.6%0.032%
4/28/2025 Weaver Consulting Group44,312$2.69M0.8%-0.9%0.225%
4/25/2025 Westside Investment Management Inc.14,730$893K0.2%-6.1%0.067%
4/25/2025 Ameritas Advisory Services LLC255,706$15.50M0.6%-2.4%1.157%
4/25/2025 Avidian Wealth Enterprises LLC9,695$588K0.0%+24.2%0.044%
4/24/2025 Sunbelt Securities Inc.11,464$695K0.1%+87.1%0.052%
4/22/2025 Cambridge Investment Research Advisors Inc.42,786$2.59M0.0%-24.3%0.194%
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4/21/2025 Abundance Wealth Counselors83,854$4.91M1.0%-56.9%0.379%
4/21/2025 Silver Oak Securities Incorporated94,661$5.35M0.5%+217.7%0.428%
4/21/2025 Envestnet Portfolio Solutions Inc.13,738$833K0.0%-5.2%0.062%
4/21/2025 Johnson Investment Counsel Inc.4,893$297K0.0%-7.0%0.022%
4/15/2025 Integrated Advisors Network LLC10,880$660K0.0%N/A0.049%
4/14/2025 Pallas Capital Advisors LLC13,721$832K0.0%+1.7%0.062%
4/14/2025 Buttonwood Financial Group LLC8,901$508K0.3%N/A0.040%
4/11/2025 Snider Financial Group9,758$592K0.2%-2.1%0.044%
4/9/2025 Mechanics Bank Trust Department62,171$3.77M0.5%-0.9%0.281%
4/7/2025 GAMMA Investing LLC11,639$706K0.0%+5,962.0%0.053%
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%
2/11/2025Hershey 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%
1/31/2025Global 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%
(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, 124 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 FDLO's institutional investors.

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

Of the 103 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 ($244.44K), Abundance Wealth Counselors ($214.14K), Raymond James Financial Inc. ($204.79K), and Commonwealth Equity Services LLC ($130.85K).

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

Institutional investors have bought a total of 6,140,479 shares in the last 24 months. This purchase volume represents approximately $352.59M in transactions.

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

Of the 60 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 ($212.61K), Ameritas Advisory Services LLC ($208.57K), Osaic Holdings Inc. ($166.94K), Abundance Wealth Counselors ($114.68K), Commonwealth Equity Services LLC ($83.53K), Summit X LLC ($60.21K), and Cambridge Investment Research Advisors Inc. ($57.92K).

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

Institutional investors have sold a total of 1,352,264 shares in the last 24 months. This volume of shares sold represents approximately $73.22M in transactions.



This page (NYSEARCA:FDLO) was last updated on 6/13/2025 by MarketBeat.com Staff
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