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Fidelity Quality Factor ETF
FQAL
FQAL
108 hedge funds and large institutions have $857M invested in Fidelity Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 35
13% more funds holding
Funds holding: 96 → 108 (+12)
1% more capital invested
Capital invested by funds: $852M → $857M (+$4.5M)
0.24% less ownership
Funds ownership: 80.8% → 80.55% (-0.24%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
41
Reduced
35
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.68M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.38M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.04M |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$986K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
101
Concourse Financial Group Securities
Birmingham,
Alabama
| $6.42K | – | – | – |
|
|
ACA
102
Aptus Capital Advisors
Fairhope,
Alabama
| $6.28K | – | – | – |
|
|
AWM
103
Avior Wealth Management
Omaha,
Nebraska
| $5.85K | +$5.91K | +89 | New |
|
|
DWM
104
Darwin Wealth Management
Tampa,
Florida
| $5.3K | – | – | – |
|
|
LCM
105
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.35K | +$2.39K | +36 | New |
|
|
BCMLT
106
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $1.96K | – | – | – |
|
|
CJH
107
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $1.44K | – | – | – |
|
108
Jones Financial Companies
Des Peres,
Missouri
| $1.37K | -$3.52K | -53 | -72% |
|
|
CAWM
109
Capital A Wealth Management
New Castle,
Pennsylvania
| $851 | +$864 | +13 | New |
|
|
FTDI
110
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$831K | -12,801 | Closed |
|
|
S
111
SignatureFD
Atlanta,
Georgia
| – | -$2.92K | -45 | Closed |
|