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Fidelity Quality Factor ETF

56 hedge funds and large institutions have $98.4M invested in Fidelity Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 5556 (+1)

10.26% less ownership

Funds ownership: 57.88%47.62% (-10%)

20% less capital invested

Capital invested by funds: $123M → $98.4M (-$24.6M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
21
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
26
L.J. Altfest & Co
New York
$753K -$147K -2,874 -16%
Citadel Advisors
27
Citadel Advisors
Florida
$733K -$510K -9,947 -40%
LPL Financial
28
LPL Financial
California
$532K -$14.5K -283 -3%
GEA
29
Glen Eagle Advisors
New Jersey
$525K +$151K +2,943 +39%
CF
30
Centaurus Financial
California
$507K -$6.77K -132 -1%
Jane Street
31
Jane Street
New York
$358K -$33.3K -648 -8%
BFA
32
Beaumont Financial Advisors
Massachusetts
$322K -$195K -3,807 -37%
AIP
33
Almanack Investment Partners
Pennsylvania
$307K +$317K +6,178 New
Comerica Bank
34
Comerica Bank
Texas
$264K
HighTower Advisors
35
HighTower Advisors
Illinois
$255K
SPC
36
Sigma Planning Corp
Michigan
$249K +$30.5K +594 +13%
DWM
37
Darwin Wealth Management
Florida
$234K
RWG
38
Regal Wealth Group
California
$221K +$667 +13 +0.3%
WCG
39
Weaver Consulting Group
California
$216K
PCM
40
Parsons Capital Management
Rhode Island
$214K +$2.82K +55 +1%
CFO
41
Colony Family Offices
North Carolina
$206K -$9.96K -194 -4%
LWA
42
Lineweaver Wealth Advisors
Ohio
$204K -$6.31K -123 -3%
SWM
43
Spire Wealth Management
Virginia
$90K
UBS Group
44
UBS Group
Switzerland
$47K +$49K +954 New
SPIA
45
Steward Partners Investment Advisory
New York
$40K +$6.36K +124 +18%
EIP
46
Ellis Investment Partners
Pennsylvania
$25K +$103 +2 +0.4%
HA
47
Herold Advisors
New York
$24K +$25.7K +500 New
NFSG
48
Newbridge Financial Services Group
Florida
$19K
APA
49
American Portfolios Advisors
New York
$12.4K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$11K +$11.4K +223 New