Fidelity Quality Factor ETF
FQAL
9 hedge funds and large institutions have $4.49M invested in Fidelity Quality Factor ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less capital invested
Capital invested by funds: $4.6M → $4.49M (-$114K)
4.27% less ownership
Funds ownership: 14.01% → 9.74% (-4.3%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $1.2M | +$236K | +7,625 | +25% |
|
|
PS
2
Portfolio Strategies
Monsey,
New York
| $1.05M | +$1.02M | +33,028 | New |
|
|
SCA
3
Snowden Capital Advisors
New York
| $954K | +$927K | +30,003 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $398K | +$176K | +5,702 | +84% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $328K | +$247 | +8 | +0.1% |
|
|
DWM
6
Darwin Wealth Management
Tampa,
Florida
| $280K | +$274K | +8,871 | New |
|
|
RWG
7
Regal Wealth Group
Seal Beach,
California
| $263K | -$90.1K | -2,915 | -26% |
|
8
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $10K | +$6.27K | +203 | +199% |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $9K | +$31 | +1 | +0.4% |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.16M | -38,974 | Closed |
|
|
LNC
11
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$862K | -28,848 | Closed |
|
12
Jane Street
New York
| – | -$823K | -27,537 | Closed |
|
FQAL Hedge Fund Activity: Q4 2017 in Review
9 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q4 2017, worth a combined $4.49M — down 2.5% from $4.6M a quarter earlier.
Fund positioning in FQAL was balanced in Q4 2017: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Snowden Capital Advisors, opening a new position worth an estimated $927K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.16M sold.
- 9 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $4.49M of Fidelity Quality Factor ETF stock for Q4 2017, down 2.5% quarter-over-quarter.
- 3 funds opened new Fidelity Quality Factor ETF positions in Q4 2017 and 3 closed out, a net change of 0 holders.
- The largest Fidelity Quality Factor ETF buyer in Q4 2017 was Snowden Capital Advisors, an estimated $927K added.
- The largest Fidelity Quality Factor ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2017.