Who Owns FDLO?
FIDELITY LOW VOLATILITY FACTOR ETF — Institutional Ownership & 13F Holdings
$68.05
-0.17 (-0.25%)
Market Cap
$1.5B
Shares Outstanding
19,772,620
Institutional Holders
139
Total Inst. Value
$847.8M
% of Float Held
—
QoQ Holder Change
+65
Institutional data as of Q1 2025
New Positions
27
Closed Positions
17
Increased
56
Decreased
29
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FMR LLC | $625.5M | 10,318,153 |
| 2 | BANK OF AMERICA CORP /DE/ | $24.5M | 404,891 |
| 3 | Campbell Deegan Wealth Management, LLC | $18.5M | 305,328 |
| 4 | Ameritas Advisory Services, LLC | $15.5M | 255,706 |
| 5 | SEGALL BRYANT & HAMILL, LLC | $14.2M | 234,546 |
| 6 | Cetera Investment Advisers | $10.2M | 167,954 |
| 7 | Running Point Capital Advisors, LLC | $9.9M | 163,684 |
| 8 | OSAIC HOLDINGS, INC. | $9.3M | 153,362 |
| 9 | GFG Capital, LLCNew | $7.8M | 127,895 |
| 10 | NewEdge Advisors, LLC | $7.1M | 117,894 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FMR LLC | +32K | $625.5M |
| BANK OF AMERICA CORP /DE/ | +11K | $24.5M |
| Campbell Deegan Wealth Management, LLC | +17K | $18.5M |
| Cetera Investment Advisers | +23K | $10.2M |
| Running Point Capital Advisors, LLC | +3K | $9.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Corient Private Wealth LLC | -31K | $14K |
| SEGALL BRYANT & HAMILL, LLC | -29K | $14.2M |
| Cambridge Investment Research Advisors, Inc. | -14K | $2.6M |
| Ameritas Advisory Services, LLC | -6K | $15.5M |
| Kestra Advisory Services, LLC | -6K | $20K |
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Frequently Asked Questions
How many institutional investors hold FDLO?
As of Q1 2025, 139 institutional investors report holding FDLO (FIDELITY LOW VOLATILITY FACTOR ETF) in their 13F filings.
Which hedge fund owns the most FDLO?
The largest institutional holder of FDLO is FMR LLC with $625.5M in shares.
Are institutions buying or selling FDLO?
This quarter, 27 institutions opened new positions in FDLO and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.