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Fidelity Quality Factor ETF

50 hedge funds and large institutions have $97.3M invested in Fidelity Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

16% more funds holding

Funds holding: 4350 (+7)

15% more capital invested

Capital invested by funds: $84.7M → $97.3M (+$12.6M)

5.32% more ownership

Funds ownership: 56.85%62.17% (+5.3%)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
10
Increased
21
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$699K +$671K +18,531 New
SS
27
Simplicity Solutions
Minnesota
$699K +$671K +18,531 New
SS
28
Sunbelt Securities
Texas
$570K -$6.12K -169 -1%
AF
29
Allworth Financial
California
$487K +$60.6K +1,676 +15%
PP
30
Prudential plc
United Kingdom
$467K -$15.2K -420 -3%
SWA
31
Stratos Wealth Advisors
Ohio
$454K +$436K +12,050 New
PAG
32
Private Advisor Group
New Jersey
$319K +$32K +884 +12%
CPO
33
Cerity Partners OCIO
New York
$277K -$1.56K -43 -0.6%
PCM
34
Parsons Capital Management
Rhode Island
$241K +$362 +10 +0.2%
RWG
35
Regal Wealth Group
California
$210K -$46.1K -1,274 -19%
SPC
36
Sigma Planning Corp
Michigan
$205K +$196K +5,426 New
WCG
37
Weaver Consulting Group
California
$152K
UBS Group
38
UBS Group
Switzerland
$150K +$37.3K +1,030 +35%
GEA
39
Glen Eagle Advisors
New Jersey
$65.8K +$21.4K +592 +51%
SPIA
40
Steward Partners Investment Advisory
New York
$48K -$126K -3,475 -73%
IA
41
IFP Advisors
Florida
$34K +$33.1K +914 New
S
42
SignatureFD
Georgia
$30K
EIP
43
Ellis Investment Partners
Pennsylvania
$30K +$3.73K +103 +15%
Morgan Stanley
44
Morgan Stanley
New York
$22K +$3.62K +100 +21%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$17K -$47.3K -1,306 -75%
AG
46
Advisor Group
Arizona
$3K +$36 +1 +1%
LAS
47
Lloyd Advisory Services
Georgia
$3K +$3.22K +89 New
BlackRock
48
BlackRock
New York
$1K -$289 -8 -29%
SFS
49
Sowell Financial Services
Arkansas
$1K
Jane Street
50
Jane Street
New York
-$1.45M -41,428 Closed