Fidelity Quality Factor ETF
FQAL
26 hedge funds and large institutions have $49.3M invested in Fidelity Quality Factor ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
30% more funds holding
Funds holding: 20 → 26 (+6)
2.97% less ownership
Funds ownership: 46.31% → 43.34% (-3%)
11% less capital invested
Capital invested by funds: $55.3M → $49.3M (-$6.04M)
Top Buyers
Top Sellers
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$18.7M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$949K |
| 3 |
Jane Street
New York
|
-$844K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$148K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$41.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $1K | -$451 | -14 | -40% |
|
|
DWM
27
Darwin Wealth Management
Tampa,
Florida
| – | -$949K | -27,219 | Closed |
|
|
RCAG
28
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$41.5K | -1,198 | Closed |
|
|
SWP
29
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$11K | -320 | Closed |
|
|
JA
30
JOYN Advisors
Atlanta,
Georgia
| – | -$6K | -172 | Closed |
|
FQAL Hedge Fund Activity: Q4 2018 in Review
26 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q4 2018, worth a combined $49.3M — down 11% from $55.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FQAL positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Epstein & White Financial, opening a new position worth an estimated $14.2M. The largest seller was L.J. Altfest & Co, cutting an estimated $18.7M.
- 26 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q4 2018, up from 20 in Q3 2018.
- Funds reported $49.3M of Fidelity Quality Factor ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 10 funds opened new Fidelity Quality Factor ETF positions in Q4 2018 and 4 closed out, a net change of +6 holders.
- The largest Fidelity Quality Factor ETF buyer in Q4 2018 was Epstein & White Financial, an estimated $14.2M added.
- The largest Fidelity Quality Factor ETF seller in Q4 2018 was L.J. Altfest & Co, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2018.