Fidelity Quality Factor ETF
FQAL
9 hedge funds and large institutions have $2.05M invested in Fidelity Quality Factor ETF in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
22.98% less ownership
Funds ownership: 28.94% → 5.95% (-23%)
79% less capital invested
Capital invested by funds: $9.7M → $2.05M (-$7.65M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$219K |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
+$137K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$39.6K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.68K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWG
Regal Wealth Group
Seal Beach,
California
|
-$5.7M |
| 2 |
Jane Street
New York
|
-$1.62M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$577K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$297K |
FQAL Hedge Fund Activity: Q2 2017 in Review
9 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q2 2017, worth a combined $2.05M — down 79% from $9.7M a quarter earlier.
Fund positioning in FQAL was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $219K. The largest seller was Regal Wealth Group, cutting an estimated $5.7M.
- 9 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $2.05M of Fidelity Quality Factor ETF stock for Q2 2017, down 79% quarter-over-quarter.
- 1 fund opened new Fidelity Quality Factor ETF positions in Q2 2017 and 1 closed out, a net change of 0 holders.
- The largest Fidelity Quality Factor ETF buyer in Q2 2017 was Stratos Wealth Partners, an estimated $219K added.
- The largest Fidelity Quality Factor ETF seller in Q2 2017 was Regal Wealth Group, an estimated $5.7M sold.
Based on aggregated 13F filings for Q2 2017.