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Fidelity Quality Factor ETF

42 hedge funds and large institutions have $85.1M invested in Fidelity Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $41.3M → $85.1M (+$43.8M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

22.9% more ownership

Funds ownership: 36.09%58.99% (+23%)

0% more funds holding

Funds holding: 4242 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$471K +$448K +12,910 New
CF
27
Centaurus Financial
California
$412K +$392K +11,278 New
JIP
28
Jaffetilchin Investment Partners
Florida
$368K +$350K +10,072 New
PP
29
Prudential plc
United Kingdom
$342K -$66K -1,900 -17%
BFA
30
Beaumont Financial Advisors
Massachusetts
$250K +$239K +6,873 New
LPL Financial
31
LPL Financial
California
$238K +$227K +6,526 New
RWG
32
Regal Wealth Group
California
$181K +$556 +16 +0.3%
GEA
33
Glen Eagle Advisors
New Jersey
$170K +$94.7K +2,728 +141%
WCG
34
Weaver Consulting Group
California
$158K
CAL
35
Capital Analysts LLC
Pennsylvania
$88K +$84K +2,418 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$48K +$23.3K +672 +105%
SPIA
37
Steward Partners Investment Advisory
New York
$34K -$6.42K -185 -16%
UBS Group
38
UBS Group
Switzerland
$23K -$26.3K -758 -54%
EIP
39
Ellis Investment Partners
Pennsylvania
$18K -$10.6K -304 -37%
Morgan Stanley
40
Morgan Stanley
New York
$4K
BlackRock
41
BlackRock
New York
$1K
SFS
42
Sowell Financial Services
Arkansas
$1K
LWA
43
Lineweaver Wealth Advisors
Ohio
-$7.72M -251,910 Closed
ASN
44
Advisory Services Network
Georgia
-$1.46M -47,829 Closed
Jane Street
45
Jane Street
New York
-$859K -28,118 Closed
HF
46
HRT Financial
New York
-$353K -11,576 Closed
SWA
47
Stratos Wealth Advisors
Ohio
-$191K -6,253 Closed
IA
48
IFP Advisors
Florida
-$39.8K -1,147 Closed
S
49
SignatureFD
Georgia
-$25K -808 Closed
AIC
50
Ameritas Investment Company
Nebraska
-$15K -500 Closed