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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$10K -$30.8K -600 -75%
S
52
SignatureFD
Georgia
$7K
Morgan Stanley
53
Morgan Stanley
New York
$3K
KIG
54
Kowal Investment Group
Wisconsin
$2K +$2.36K +46 New
BlackRock
55
BlackRock
New York
$1K
Citigroup
56
Citigroup
New York
-$23M -465,332 Closed
BIP
57
Blueprint Investment Partners
North Carolina
-$6.04M -122,268 Closed
LI
58
LVZ Inc
Michigan
-$3.8M -76,990 Closed
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
-$1.99M -40,166 Closed
HI
60
Harbour Investments
Wisconsin
-$630K -12,760 Closed
ASN
61
Advisory Services Network
Georgia
-$125K -2,524 Closed
Wells Fargo
62
Wells Fargo
California
+$51 +1 New