We are live on ! Find out more
FQAL icon

Fidelity Quality Factor ETF
FQAL

81 hedge funds and large institutions have $677M invested in Fidelity Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

165% more capital invested

Capital invested by funds: $255M → $677M (+$421M)

14.45% more ownership

Funds ownership: 66.68% → 81.13% (+14%)

11% more funds holding

Funds holding: 73 → 81 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
27
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$268M
2
OWM
Orgel Wealth Management
Wisconsin
+$114M
3
BFG
Beacon Financial Group
Texas
+$10.6M
4
KAS
Kestra Advisory Services
Texas
+$4.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.03M

Top Sellers

1
GCIM
Gunn & Company Investment Management
Florida
-$13.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.46M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.43M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.71M
5
Morgan Stanley
Morgan Stanley
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$12K +$11.5K +204 New
CFGS
77
Concourse Financial Group Securities
Alabama
$5.6K – – –
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$3.52K +$3.37K +60 New
S
79
SignatureFD
Georgia
$2.65K +$2.53K +45 New
FFWA
80
FRG Family Wealth Advisors
Washington
$1.85K +$1.85K +33 New
Wells Fargo
81
Wells Fargo
California
$52 +$56 +1 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
– -$1.71M -31,475 Closed
BRWA
83
B. Riley Wealth Advisors
Florida
– -$597K -10,986 Closed
CWP
84
Concord Wealth Partners
Virginia
– -$50.3K -925 Closed
CFD
85
Creative Financial Designs
Indiana
– -$602 -11 Closed
1 2 3
4