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Fidelity Quality Factor ETF
FQAL
FQAL
67 hedge funds and large institutions have $189M invested in Fidelity Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
26% more capital invested
Capital invested by funds: $150M → $189M (+$38.7M)
6% more funds holding
Funds holding: 63 → 67 (+4)
3.66% more ownership
Funds ownership: 56.67% → 60.33% (+3.7%)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$15.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.23M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.54M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.47M |
| 5 |
Cerity Partners
New York
|
+$1.25M |
Top Sellers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.22M |
| 2 |
Jane Street
New York
|
-$1.37M |
| 3 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
-$1.17M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$816K |
| 5 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$741K |
