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Fidelity Quality Factor ETF
FQAL

35 hedge funds and large institutions have $107M invested in Fidelity Quality Factor ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

117% more capital invested

Capital invested by funds: $49.3M → $107M (+$57.6M)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

34.72% more ownership

Funds ownership: 43.34% → 78.06% (+35%)

35% more funds holding

Funds holding: 26 → 35 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
35
Holders Change
+9
Holders Change %
+34.62%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
14
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.19M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$7.68M
4
AWM
AE Wealth Management
Kansas
+$7.17M
5
EWF
Epstein & White Financial
California
+$4.18M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.46M
2
SFS
Sowell Financial Services
Arkansas
-$343K
3
AIP
Ahrens Investment Partners
Louisiana
-$179K
4
LJAC
L.J. Altfest & Co
New York
-$136K
5
ASN
Advisory Services Network
Georgia
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
26
Regal Wealth Group
California
$230K -$9.19K -282 -4%
PCM
27
Parsons Capital Management
Rhode Island
$214K +$206K +6,329 New
LPL Financial
28
LPL Financial
California
$209K -$32.6K -1,000 -14%
WCG
29
Weaver Consulting Group
California
$149K +$141K +4,339 New
UBS Group
30
UBS Group
Switzerland
$67K +$29K +890 +82%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$58K +$7.33K +225 +15%
Morgan Stanley
32
Morgan Stanley
New York
$16K -$10.6K -324 -40%
GEA
33
Glen Eagle Advisors
New Jersey
$8.49K +$163 +5 +2%
AG
34
Advisor Group
Arizona
$3K -$6.64K -204 -71%
BlackRock
35
BlackRock
New York
$1K – – –
Citadel Advisors
36
Citadel Advisors
Florida
– -$1.46M -48,909 Closed
1
2