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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

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$56.53
+0.09 (+0.16%)
(As of 05/21/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$94.48M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$48.35M
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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
5/16/2024 Jane Street Group LLC78,575$4.41M0.0%+45.5%0.420%
5/15/2024 Kestra Advisory Services LLC315,684$17.74M0.1%+7.7%1.688%
5/10/2024 Osaic Holdings Inc.149,002$8.37M0.0%-39.9%0.797%
5/8/2024 Avantax Advisory Services Inc.9,763$548K0.0%+6.3%0.052%
5/3/2024 Absolute Capital Management LLC47,494$2.67M1.7%+44.0%0.260%
5/2/2024 Lincoln National Corp59,328$3.33M0.1%+4.1%0.325%
4/30/2024 Private 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%
4/25/2024 Cambridge Investment Research Advisors Inc.49,840$2.80M0.0%+8.1%0.273%
4/22/2024 Raymond James & Associates87,426$4.91M0.0%-0.9%0.479%
4/19/2024 Abundance 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%
4/18/2024 Kowal 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%
4/15/2024 Sunbelt Securities Inc.6,330$356K0.0%+344.5%0.058%
4/15/2024 RMR Wealth Builders3,865$217K0.0%-32.3%0.036%
2/20/2024 Voisard Asset Management Group Inc.500$26K0.0%N/A0.005%
2/16/2024 Clarity Asset Management Inc.2,179$115K0.1%N/A0.020%
2/14/2024 VitalStone Financial LLC520$28K0.0%-89.4%0.005%
2/14/2024 Asset Allocation Strategies LLC26,116$1.38M0.5%+5.8%0.241%
2/14/2024 Personal CFO Solutions LLC22,001$1.17M0.2%N/A0.203%
2/14/2024 Valley Financial Group Inc.5,571$295K0.2%N/A0.051%
2/13/2024 Exencial Wealth Advisors LLC89,724$4.75M0.2%+4.8%0.827%
2/12/2024 Steward Partners Investment Advisory LLC4,025$213K0.0%-13.9%0.037%
2/9/2024 Advisory Services Network LLC19,000$1.01M0.0%-4.9%0.175%
2/9/2024 Cambridge Investment Research Advisors Inc.46,105$2.44M0.0%-43.2%0.425%
2/9/2024 Corient Private Wealth LLC348,115$18.44M0.0%-8.8%3.208%
2/9/2024 D.A. Davidson & CO.18,692$990K0.0%-21.3%0.172%
2/8/2024 Summit X LLC38,902$2.06M0.6%-47.6%0.359%
2/7/2024 Avantax Advisory Services Inc.9,187$487K0.0%+5.9%0.085%
2/7/2024 Darwin Wealth Management LLC4,196$222K0.1%-10.4%0.039%
2/7/2024 GDS Wealth Management3,955$209K0.0%N/A0.036%
2/6/2024 RMR Wealth Builders5,712$303K0.0%-58.4%0.053%
2/6/2024 Lincoln National Corp56,970$3.02M0.1%-47.4%0.525%
2/6/2024 Private Advisor Group LLC26,951$1.43M0.0%+8.1%0.248%
2/6/2024Commonwealth Equity Services LLC718,103$38.04M0.1%+2.5%6.618%
2/6/2024 Great Valley Advisor Group Inc.14,243$754K0.0%N/A0.131%
2/5/2024 Kestra Private Wealth Services LLC5,981$317K0.0%-4.8%0.055%
2/5/2024 Birchcreek Wealth Management LLC4,373$232K0.1%N/A0.040%
2/2/2024 Absolute Capital Management LLC32,990$1.75M1.6%+689.4%0.304%
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1/30/2024 Capital Analysts LLC58,417$3.09M0.2%-7.6%0.538%
1/30/2024 Howard Capital Management Inc.12,898$683K0.1%N/A0.119%
1/24/2024 International Assets Investment Management LLC243,344$12.89M0.0%N/A2.243%
1/22/2024 Pallas Capital Advisors LLC11,341$601K0.0%-3.5%0.105%
1/22/2024 Kowal Investment Group LLC11,549$612K0.1%+9.2%0.106%
1/19/2024 Destiny Wealth Partners LLC5,169$272K0.1%N/A0.048%
1/18/2024 Bryant Woods Investment Advisors LLC6,447$341K0.2%-18.7%0.059%
1/17/2024 Abundance Wealth Counselors213,267$11.30M2.9%-0.4%1.966%
1/17/2024 Keystone Wealth Services LLC6,784$359K0.1%-59.9%0.063%
1/16/2024 Kingswood Wealth Advisors LLC6,817$361K0.0%N/A0.063%
1/16/2024 Raymond James Financial Services Advisors Inc.11,950$633K0.0%-61.2%0.110%
1/16/2024 Raymond James & Associates88,234$4.67M0.0%+42.3%0.813%
1/12/2024 Westside Investment Management Inc.12,105$641K0.2%+6.8%0.112%
1/11/2024 Brookstone Capital Management6,591$349K0.0%-13.5%0.061%
1/11/2024 Mechanics Bank Trust Department48,406$2.56M0.4%-2.3%0.446%
11/22/2023Verity Asset Management Inc.8,624$419K0.3%-11.8%0.079%
11/17/2023 Asset Allocation Strategies LLC24,677$1.20M0.6%+6.5%0.227%
11/16/2023 Westside Investment Management Inc.11,330$551K0.2%+10.4%0.104%
11/16/2023 VitalStone Financial LLC4,911$248K0.2%N/A0.045%
11/16/2023 Advisors Capital Management LLC70,061$3.41M0.1%N/A0.646%
11/15/2023 Lido Advisors LLC161,251$7.84M0.1%-1.4%1.486%
11/14/2023 Tyler Stone Wealth Management17,087$831K0.5%+3.6%0.157%
11/13/2023 LPL Financial LLC105,403$5.13M0.0%+10.6%0.971%
11/13/2023 FMR LLC1,608,125$78.20M0.0%+68.3%14.821%
11/13/2023 Envestnet Asset Management Inc.352,528$17.14M0.0%-7.1%3.249%
11/13/2023 Kestra Advisory Services LLC286,355$13.93M0.1%-3.6%2.639%
11/9/2023 UBS Group AG132,329$6.44M0.0%+3,657.2%1.220%
11/8/2023 D.A. Davidson & CO.23,754$1.16M0.0%-5.9%0.219%
11/8/2023 Exencial Wealth Advisors LLC85,584$4.16M0.2%-12.5%0.789%
11/8/2023 Avantax Advisory Services Inc.8,672$422K0.0%+8.5%0.080%
11/6/2023 Running Point Capital Advisors LLC47,539$2.31M1.3%+5.1%0.438%
11/6/2023 Lincoln National Corp108,328$5.27M0.1%+10.2%0.998%
11/6/2023 Summit X LLC74,243$3.61M1.1%-25.1%0.684%
11/4/2023 Corient Private Wealth LLC381,529$18.55M0.0%-30.3%3.516%
10/30/2023 Abundance Wealth Counselors214,143$10.41M3.0%N/A1.974%
10/26/2023 Absolute Capital Management LLC4,179$203K0.2%N/A0.039%
10/25/2023 Kowal Investment Group LLC10,572$514K0.1%-5.9%0.097%
10/24/2023 Raymond James Financial Services Advisors Inc.30,782$1.50M0.0%-6.7%0.284%
10/24/2023 Raymond James & Associates61,998$3.02M0.0%-0.4%0.571%
10/24/2023 Cambridge Investment Research Advisors Inc.81,192$3.95M0.0%-9.1%0.748%
10/23/2023 RMR Wealth Builders13,723$667K0.1%N/A0.126%
10/23/2023Commonwealth Equity Services LLC700,404$34.06M0.1%+3.8%6.455%
10/13/2023 Weaver Consulting Group45,607$2.22M1.0%-6.7%0.420%
10/12/2023IFP Advisors Inc3,068$149K0.0%-47.8%0.028%
10/11/2023 AE Wealth Management LLC41,574$2.02M0.0%+29.4%0.383%
10/11/2023 Mechanics Bank Trust Department49,560$2.41M0.4%+5.4%0.457%
10/5/2023 Keystone Wealth Services LLC16,921$823K0.3%N/A0.156%
8/23/2023 Rehmann Capital Advisory Group25,510$1.28M0.1%-22.4%0.235%
8/21/2023 Osaic Holdings Inc.389,294$19.50M0.0%-8.0%3.588%
8/16/2023Verity Asset Management Inc.9,782$490K0.4%-47.6%0.090%
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8/11/2023 Kestra Advisory Services LLC296,942$14.88M0.1%+7.2%2.737%
8/11/2023 D.A. Davidson & CO.25,235$1.27M0.0%-1.6%0.233%
8/10/2023 Osaic Holdings Inc.389,294$19.50M0.0%-8.0%3.588%
8/10/2023Commonwealth Equity Services LLC674,639$33.81M0.1%-4.8%6.218%
8/10/2023 Private Advisor Group LLC25,125$1.27M0.0%-4.1%0.232%
8/10/2023 Cetera Advisor Networks LLC17,608$882K0.0%-25.1%0.162%
8/10/2023 Cetera Investment Advisers44,912$2.25M0.0%+13.1%0.414%
8/10/2023 Summit X LLC99,111$4.97M1.2%+0.6%0.913%
8/9/2023 Flow Traders U.S. LLC20,595$1.03M0.0%N/A0.190%
8/9/2023 Lido Advisors LLC163,496$8.19M0.1%-6.4%1.521%
(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, 89 institutional investors and hedge funds held shares of Fidelity Low Volatility Factor ETF. The most heavily invested institutionals were FMR LLC ($78.20M), Commonwealth Equity Services LLC ($37.55M), Roosevelt Investment Group LLC ($21.53M), Advisor Group Holdings Inc. ($19.27M), Corient Private Wealth LLC ($18.44M), Kestra Advisory Services LLC ($17.74M), and Envestnet Asset Management Inc. ($17.14M).Learn more on FDLO's institutional investors.

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

Of the 73 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 ($652.64K), International Assets Investment Management LLC ($255.34K), Abundance Wealth Counselors ($224.24K), Kestra Advisory Services LLC ($201.29K), Commonwealth Equity Services LLC ($174.07K), UBS Group AG ($128.81K), and Envestnet Asset Management Inc. ($116.48K).

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

Institutional investors have bought a total of 2,873,067 shares in the last 24 months. This purchase volume represents approximately $139.04M in transactions.

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

Of the 48 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 ($199.52K), Ameritas Advisory Services LLC ($176.18K), Osaic Holdings Inc. ($166.94K), Commonwealth Equity Services LLC ($130.10K), AE Wealth Management LLC ($97.41K), Lincoln National Corp ($76.89K), and Envestnet Asset Management Inc. ($65.50K).

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

Institutional investors have sold a total of 1,419,220 shares in the last 24 months. This volume of shares sold represents approximately $70.08M in transactions.


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This page (NYSEARCA:FDLO) was last updated on 5/21/2024 by MarketBeat.com Staff

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