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Fidelity Quality Factor ETF
FQAL
FQAL
71 hedge funds and large institutions have $185M invested in Fidelity Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
6% more funds holding
Funds holding: 67 → 71 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $189M → $185M (-$3.78M)
1.6% less ownership
Funds ownership: 60.33% → 58.73% (-1.6%)
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.85M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.62M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.3M |
| 4 |
NL
Navalign LLC
Encino,
California
|
+$1.13M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.06M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.09M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.08M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$2.64M |
| 4 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$1.48M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$787K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
76
Weaver Consulting Group
Huntington Beach,
California
| – | -$209K | -4,131 | Closed |
|
|
HS
77
Horan Securities
Cincinnati,
United States
| – | -$29.5K | -584 | Closed |
|
78
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$24.6K | -487 | Closed |
|
|
NFSG
79
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$19.5K | -385 | Closed |
|
|
ACA
80
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$1.97K | -39 | Closed |
|