Fidelity Low Volat Fact ETFFDLOETF
13F holders, Q1 2024 (March 31)101holders
1famous investor
$56.16avg. 13F price*
At the end of Q1 2024, 101 institutions reported holding Fidelity Low Volat Fact ETF (FDLO) in their 13F filings. The largest holders were FMR LLC ($394.4M), Commonwealth Equity Services, LLC ($37.5M) and Envestnet Asset Management Inc. ($27.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Low Volat Fact ETF
- CUSIP
- 316092824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.7M |
| Exits | 6 | $2.3M |
Ownership 101 holders
| FMR LLC | 0.03% | Reduce -34.1% | 7,020,380 | $394.4M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -6.9% | 668,310 | $37.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.1% | 486,008 | $27.3M |
| Corient Private Wealth LP | 0.03% | Reduce -2.4% | 339,795 | $19.1M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 317,251 | $17.8M |
| Kestra Advisory Services, LLC | 0.12% | Add +7.7% | 315,684 | $17.7M |
| Ameritas Advisory Services, LLC | 0.61% | Add +90.2% | 267,962 | $14.8M |
| Abundance Wealth Counselors | 2.72% | Reduce -1.3% | 210,504 | $11.8M |
| GFG Capital, LLC | 2.47% | Reduce -1.5% | 170,041 | $9.6M |
| Morgan Stanley | 0.00% | Add +2365.1% | 161,564 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -39.9% | 149,002 | $8.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -10.4% | 144,822 | $8.1M |
| LPL Financial LLC | 0.00% | Add +9.6% | 138,900 | $7.8M |
| Lido Advisors, LLC | 0.07% | Reduce -9.6% | 137,944 | $7.7M |
| Running Point Capital Advisors, LLC | 3.40% | Add +17.1% | 135,262 | $7.6M |
| Cetera Investment Advisers | 0.02% | Add +145.4% | 115,377 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.5% | 92,069 | $5.2M |
| Exencial Wealth Advisors, LLC | 0.19% | Reduce -0.2% | 89,518 | $5.0M |
| Raymond James & Associates | 0.00% | Reduce -0.9% | 87,426 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +45.5% | 78,575 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +10.5% | 70,484 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +61.1% | 67,092 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.6% | 62,574 | $3.5M |
| Capital Analysts, LLC | 0.16% | Add +5.2% | 61,469 | $3.5M |
| Lincoln National Corp. | 0.05% | Add +4.1% | 59,328 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | New | 56,747 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.1% | 49,840 | $2.8M |
| Mechanics Bank Trust Department | 0.40% | Add +0.2% | 48,485 | $2.7M |
| Absolute Capital Management, LLC | 1.70% | Add +44.0% | 47,494 | $2.7M |
| Weaver Consulting Group | 0.95% | Reduce -0.0% | 45,476 | $2.6M |
| Advisors Capital Management, LLC | 0.05% | Reduce -7.4% | 44,743 | $2.5M |
| Personal Cfo Solutions, LLC | 0.34% | Add +74.9% | 38,480 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -49.5% | 34,828 | $2.0M |
| Asset Allocation Strategies LLC | 0.55% | Add +6.4% | 27,784 | $1.6M |
| Argent Trust Co | 0.07% | No change | 27,591 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 27,569 | $1.5M |
| MML Investors Services, LLC | 0.01% | Reduce -35.8% | 26,896 | $1.5M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.2% | 25,461 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.1% | 23,431 | $1.3M |
| Sequent Asset Management, LLC | 0.67% | No change | 22,710 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +64.9% | 20,511 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.4% | 19,163 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -5.3% | 17,994 | $1.0M |
| Tyler-Stone Wealth Management | 0.44% | Add +1.4% | 17,475 | $982K |
| Howard Capital Management, LLC | 0.10% | Add +25.0% | 16,122 | $906K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.0% | 14,245 | $800K |
| Westside Investment Management, Inc. | 0.19% | Add +17.1% | 14,175 | $796K |
| Pallas Capital Advisors LLC | 0.03% | Add +3.0% | 11,679 | $656K |
| Kowal Investment Group, LLC | 0.14% | Reduce -2.4% | 11,276 | $633K |
| Samalin Investment Counsel, LLC | 0.27% | Add +0.0% | 10,153 | $570K |
| AllSquare Wealth Management LLC | 0.33% | Reduce -1.6% | 9,943 | $559K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.3% | 9,763 | $548K |
| UBS Group AG | 0.00% | Reduce -34.4% | 9,583 | $538K |
| Verity Asset Management, Inc. | 0.29% | Add +5.2% | 9,103 | $511K |
| Betterment LLC | 0.00% | New | 8,550 | $480K |
| Citadel Advisors | 0.00% | New | 8,305 | $467K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -31.4% | 8,204 | $461K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.2% | 8,116 | $456K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.6% | 7,915 | $445K |
| Bank of Montreal | 0.00% | Reduce -2.6% | 6,543 | $368K |
| Brookstone Capital Management | 0.01% | Reduce -1.1% | 6,517 | $366K |
| Sunbelt Securities, Inc. | 0.04% | Add +344.5% | 6,330 | $356K |
| Cresset Asset Management, LLC | 0.00% | New | 6,327 | $355K |
| Stonebridge Financial Planning Group, LLC | 0.19% | No change | 6,250 | $351K |
| Sigma Planning Corp | 0.01% | New | 5,995 | $337K |
| Bryant Woods Investment Advisors, LLC | 0.20% | Reduce -7.7% | 5,948 | $334K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.4% | 5,331 | $299K |
| Valley Financial Group, Inc. | 0.23% | Reduce -4.7% | 5,310 | $298K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 5,169 | $290K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 5,000 | $281K |
| ARS Wealth Advisors Group, LLC | 0.04% | New | 4,810 | $270K |
| Birchcreek Wealth Management, LLC | 0.14% | Add +5.8% | 4,626 | $260K |
| Mariner, LLC | 0.00% | Reduce -25.2% | 4,228 | $238K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 4,212 | $237K |
| Darwin Wealth Management, LLC | 0.07% | Add +0.2% | 4,204 | $236K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.4% | 4,083 | $229K |
| GDS Wealth Management | 0.03% | No change | 3,955 | $222K |
| RMR Wealth Builders | 0.03% | Reduce -32.3% | 3,865 | $217K |
| Summit X, LLC | 0.06% | Reduce -90.2% | 3,822 | $215K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,815 | $214K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,815 | $214K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -36.8% | 3,783 | $213K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 3,068 | $172K |
| Clarity Asset Management, Inc. | 0.08% | Add +0.4% | 2,188 | $123K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,083 | $117K |
| Arax Advisory Partners | 0.01% | Add +0.5% | 1,785 | $100K |
| Harbour Investments, Inc. | 0.00% | No change | 1,202 | $68K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 500 | $28K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 500 | $28K |
| VitalStone Financial, LLC | 0.02% | Reduce -12.1% | 457 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 382 | $21K |
| Spire Wealth Management | 0.00% | No change | 348 | $20K |
| Center for Financial Planning, Inc. | 0.00% | New | 231 | $13K |
| Truvestments Capital LLC | 0.00% | New | 219 | $12K |
| Cwm, LLC | 0.00% | No change | 200 | $11K |
| Global Retirement Partners, LLC | 0.00% | New | 102 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 101 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -86.2% | 61 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 54 | $3K |
| WASHINGTON TRUST Co | 0.00% | New | 2 | $112 |
| Coston, McIsaac & Partners | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is FDLO's weight in each manager's 13F, not the share of Fidelity Low Volat Fact ETF the manager owns.