Fidelity Quality Factor ETF
FQAL
56 hedge funds and large institutions have $113M invested in Fidelity Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 3 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
1.46% more ownership
Funds ownership: 47.83% → 49.29% (+1.5%)
2% less funds holding
Funds holding: 57 → 56 (-1)
8% less capital invested
Capital invested by funds: $123M → $113M (-$10.1M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.06M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.3M |
| 3 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$2.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.79M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.71M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $10.4K | – | – | – |
|
52
Simplex Trading
Chicago,
Illinois
| $5K | -$3.29K | -71 | -36% |
|
|
CFGS
53
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | – | – | – |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $2K | – | – | – |
|
|
BIP
55
Blueprint Investment Partners
Greensboro,
North Carolina
| – | -$794K | -17,951 | Closed |
|
|
SWM
56
SeaCrest Wealth Management
Purchase,
New York
| – | -$20K | -453 | Closed |
|
|
AW
57
ACG Wealth
Atlanta,
Georgia
| – | -$1K | -28 | Closed |
|
FQAL Hedge Fund Activity: Q3 2022 in Review
56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q3 2022, worth a combined $113M — down 8.2% from $123M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FQAL and 2 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 26 added.
The largest buyer was Morgan Stanley, adding an estimated $4.06M. The largest seller was Fidelity Investments, cutting an estimated $15M.
- 56 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q3 2022, down from 57 in Q2 2022.
- Funds reported $113M of Fidelity Quality Factor ETF stock for Q3 2022, down 8.2% quarter-over-quarter.
- 2 funds opened new Fidelity Quality Factor ETF positions in Q3 2022 and 3 closed out, a net change of -1 holder.
- The largest Fidelity Quality Factor ETF buyer in Q3 2022 was Morgan Stanley, an estimated $4.06M added.
- The largest Fidelity Quality Factor ETF seller in Q3 2022 was Fidelity Investments, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2022.