Fidelity Quality Factor ETF
FQAL
56 hedge funds and large institutions have $96M invested in Fidelity Quality Factor ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
19% more capital invested
Capital invested by funds: $80.9M → $96M (+$15.1M)
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
14% more funds holding
Funds holding: 49 → 56 (+7)
4.66% more ownership
Funds ownership: 48.88% → 53.54% (+4.7%)
Top Buyers
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$6.08M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$3.12M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$2.08M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.53M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.16M |
Top Sellers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.18M |
| 2 |
Goldman Sachs
New York
|
-$1.67M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$986K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$582K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HPC
51
HM Payson & Co
Portland,
Maine
| $7K | +$6.62K | +150 | New |
|
|
S
52
SignatureFD
Atlanta,
Georgia
| $7K | +$6.62K | +150 | New |
|
53
Morgan Stanley
New York
| $3K | -$1.32K | -30 | -30% |
|
|
54
Goldman Sachs
New York
| – | -$1.67M | -38,856 | Closed |
|
|
CAL
55
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$207K | -4,820 | Closed |
|
|
PCM
56
Parsons Capital Management
Providence,
Rhode Island
| – | -$206K | -4,789 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$109K | -2,530 | Closed |
|
|
IA
58
Inspire Advisors
Meridian,
Idaho
| – | -$21K | -496 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$13K | -310 | Closed |
|
60
Rockefeller Capital Management
New York
| – | -$9K | -219 | Closed |
|
|
IA
61
IFP Advisors
Tampa,
Florida
| – | -$3.13K | -71 | -96% |
|
FQAL Hedge Fund Activity: Q1 2021 in Review
56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q1 2021, worth a combined $96M — up 19% from $80.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FQAL positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Blueprint Investment Partners, adding an estimated $6.08M. The largest seller was Kestra Advisory Services, cutting an estimated $6.18M.
- 56 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q1 2021, up from 49 in Q4 2020.
- Funds reported $96M of Fidelity Quality Factor ETF stock for Q1 2021, up 19% quarter-over-quarter.
- 14 funds opened new Fidelity Quality Factor ETF positions in Q1 2021 and 7 closed out, a net change of +7 holders.
- The largest Fidelity Quality Factor ETF buyer in Q1 2021 was Blueprint Investment Partners, an estimated $6.08M added.
- The largest Fidelity Quality Factor ETF seller in Q1 2021 was Kestra Advisory Services, an estimated $6.18M sold.
Based on aggregated 13F filings for Q1 2021.