Fidelity Quality Factor ETF
FQAL
20 hedge funds and large institutions have $55.3M invested in Fidelity Quality Factor ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.
319% more capital invested
Capital invested by funds: $13.2M → $55.3M (+$42.1M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
27.49% more ownership
Funds ownership: 18.82% → 46.31% (+27%)
18% more funds holding
Funds holding: 17 → 20 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$43M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$925K |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$344K |
| 4 |
Jane Street
New York
|
+$326K |
| 5 |
LPL Financial
San Diego,
California
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.05M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$580K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$179K |
| 4 |
PS
Portfolio Strategies
Monsey,
New York
|
-$17K |
| 5 |
RWG
Regal Wealth Group
Seal Beach,
California
|
-$15.6K |
FQAL Hedge Fund Activity: Q3 2018 in Review
20 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q3 2018, worth a combined $55.3M — up 319% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FQAL positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $43M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $3.05M sold.
- 20 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q3 2018, up from 17 in Q2 2018.
- Funds reported $55.3M of Fidelity Quality Factor ETF stock for Q3 2018, up 319% quarter-over-quarter.
- 7 funds opened new Fidelity Quality Factor ETF positions in Q3 2018 and 4 closed out, a net change of +3 holders.
- The largest Fidelity Quality Factor ETF buyer in Q3 2018 was L.J. Altfest & Co, an estimated $43M added.
- The largest Fidelity Quality Factor ETF seller in Q3 2018 was Cambridge Investment Research Advisors, an estimated $3.05M sold.
Based on aggregated 13F filings for Q3 2018.