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Fidelity Quality Factor ETF

49 hedge funds and large institutions have $80.9M invested in Fidelity Quality Factor ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

16% more capital invested

Capital invested by funds: $69.5M → $80.9M (+$11.4M)

14% more funds holding

Funds holding: 4349 (+6)

2.33% more ownership

Funds ownership: 46.55%48.88% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
20
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$566K -$249K -6,065 -32%
LPL Financial
27
LPL Financial
California
$462K +$177K +4,304 +67%
CFO
28
Colony Family Offices
North Carolina
$395K +$377K +9,184 New
DWM
29
Darwin Wealth Management
Florida
$323K -$227K -5,531 -42%
GEA
30
Glen Eagle Advisors
New Jersey
$265K +$4.92K +120 +2%
Comerica Bank
31
Comerica Bank
Texas
$220K
RWG
32
Regal Wealth Group
California
$213K -$1.07K -26 -0.5%
CAL
33
Capital Analysts LLC
Pennsylvania
$207K +$98.6K +2,402 +99%
PCM
34
Parsons Capital Management
Rhode Island
$206K +$197K +4,789 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$201K +$192K +4,666 New
ASN
36
Advisory Services Network
Georgia
$109K +$369 +9 +0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$91K +$78.5K +1,913 +957%
SFS
38
Sowell Financial Services
Arkansas
$51K +$46.8K +1,140 +3,257%
SPIA
39
Steward Partners Investment Advisory
New York
$35K
EIP
40
Ellis Investment Partners
Pennsylvania
$22K +$123 +3 +0.6%
IA
41
Inspire Advisors
Idaho
$21K +$20.4K +496 New
NFSG
42
Newbridge Financial Services Group
Florida
$17K
UBS Group
43
UBS Group
Switzerland
$13K -$64.8K -1,578 -84%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$9K +$8.99K +219 New
BIP
45
Blueprint Investment Partners
North Carolina
$4.94K -$4.71M -114,791 -100%
Morgan Stanley
46
Morgan Stanley
New York
$4K -$28.7K -699 -87%
IA
47
IFP Advisors
Florida
$3K +$3.04K +74 New
WCG
48
Weaver Consulting Group
California
-$170K -4,339 Closed
BlackRock
49
BlackRock
New York
+$41 +1 +10%

FQAL Hedge Fund Activity: Q4 2020 in Review

49 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q4 2020, worth a combined $80.9M — up 16% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FQAL positions and 1 closed out — a net gain of 6 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $6.92M. The largest seller was Jane Street, cutting an estimated $5.96M.

  • 49 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $80.9M of Fidelity Quality Factor ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 7 funds opened new Fidelity Quality Factor ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
  • The largest Fidelity Quality Factor ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $6.92M added.
  • The largest Fidelity Quality Factor ETF seller in Q4 2020 was Jane Street, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2020.