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Fidelity Quality Factor ETF
FQAL

73 hedge funds and large institutions have $255M invested in Fidelity Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

38% more capital invested

Capital invested by funds: $185M → $255M (+$70.1M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7.95% more ownership

Funds ownership: 58.73% → 66.68% (+7.9%)

3% more funds holding

Funds holding: 71 → 73 (+2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
30
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$32M
2
GCIM
Gunn & Company Investment Management
Florida
+$12.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.29M
4
KAS
Kestra Advisory Services
Texas
+$5.69M
5
LI
LVZ Inc
Michigan
+$2.13M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.16M
2
GLR
Great Lakes Retirement
Ohio
-$2.45M
3
FTUS
Flow Traders U.S.
New York
-$1.59M
4
GM
GeoWealth Management
Illinois
-$759K
5
NL
Navalign LLC
California
-$716K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
76
Flow Traders U.S.
New York
– -$1.59M -32,230 Closed
GM
77
GeoWealth Management
Illinois
– -$759K -15,393 Closed
Jane Street
78
Jane Street
New York
– -$455K -9,222 Closed
FCBT
79
First Citizens Bank & Trust
North Carolina
– -$416K -8,439 Closed
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
– -$297K -6,031 Closed
TP
81
Tranquility Partners
Tennessee
– -$248K -5,026 Closed
NS
82
NBC Securities
Alabama
– -$8K -165 Closed
JWA
83
JFS Wealth Advisors
Pennsylvania
– -$3.36K -68 Closed
UBS Group
84
UBS Group
Switzerland
– -$2.42K -49 Closed
GRP
85
Global Retirement Partners
California
– -$2.25K -46 Closed
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