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Fidelity Quality Factor ETF

42 hedge funds and large institutions have $41.3M invested in Fidelity Quality Factor ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

16% less funds holding

Funds holding: 5042 (-8)

26.08% less ownership

Funds ownership: 62.17%36.09% (-26%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

57% less capital invested

Capital invested by funds: $97.3M → $41.3M (-$55.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
42
Holders Change
-8
Holders Change %
-16%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
15
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Prudential plc
United Kingdom
$345K -$39.5K -1,100 -9%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$211K +$248K +6,912 New
SWA
28
Stratos Wealth Advisors
Ohio
$191K -$208K -5,797 -48%
RWG
29
Regal Wealth Group
California
$151K -$22.3K -620 -11%
WCG
30
Weaver Consulting Group
California
$133K
GEA
31
Glen Eagle Advisors
New Jersey
$59K +$6.64K +185 +11%
UBS Group
32
UBS Group
Switzerland
$42K -$93.7K -2,609 -65%
IA
33
IFP Advisors
Florida
$35K +$8.37K +233 +25%
SPIA
34
Steward Partners Investment Advisory
New York
$34K -$5.93K -165 -13%
S
35
SignatureFD
Georgia
$25K
EIP
36
Ellis Investment Partners
Pennsylvania
$23K +$180 +5 +0.6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$20K +$7.18K +200 +45%
AIC
38
Ameritas Investment Company
Nebraska
$15K +$18K +500 New
Morgan Stanley
39
Morgan Stanley
New York
$3K -$17.2K -480 -83%
BlackRock
40
BlackRock
New York
$1K
SFS
41
Sowell Financial Services
Arkansas
$1K +$36 +1 +4%
SCA
42
Snowden Capital Advisors
New York
-$4.39M -116,524 Closed
BFA
43
Beaumont Financial Advisors
Massachusetts
-$2.61M -69,355 Closed
RJA
44
Raymond James & Associates
Florida
-$2.18M -57,913 Closed
LI
45
LVZ Inc
Michigan
-$1.94M -51,419 Closed
BSAM
46
Blue Sky Asset Management
Colorado
-$1.68M -44,488 Closed
SHIM
47
Stone House Investment Management
Pennsylvania
-$1.02M -27,167 Closed
PS
48
Portfolio Strategies
New York
-$938K -24,886 Closed
AWM
49
AE Wealth Management
Kansas
-$699K -18,531 Closed
SS
50
Simplicity Solutions
Minnesota
-$699K -18,531 Closed