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Fidelity Quality Factor ETF

35 hedge funds and large institutions have $107M invested in Fidelity Quality Factor ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

117% more capital invested

Capital invested by funds: $49.3M → $107M (+$57.6M)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

34.72% more ownership

Funds ownership: 43.34%78.06% (+35%)

35% more funds holding

Funds holding: 2635 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
35
Holders Change
+9
Holders Change %
+34.62%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
14
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$23M -$136K -4,176 -0.6%
EWF
2
Epstein & White Financial
California
$19.2M +$4.18M +128,353 +29%
SS
3
Simplicity Solutions
Minnesota
$11.3M +$10.4M +320,360 +2,132%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.51M +$8.19M +251,544 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.34M +$7.68M +235,927 +2,207%
AWM
6
AE Wealth Management
Kansas
$7.96M +$7.17M +220,260 +1,466%
SCA
7
Snowden Capital Advisors
New York
$3.63M +$408K +12,525 +13%
RJA
8
Raymond James & Associates
Florida
$3.55M +$3.42M +104,908 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.52M +$3.15M +96,729 +1,316%
AIP
10
Ahrens Investment Partners
Louisiana
$2.75M -$179K -5,500 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.21M +$1.55M +47,650 +269%
Bank of America
12
Bank of America
North Carolina
$1.65M +$23.3K +716 +1%
ASN
13
Advisory Services Network
Georgia
$1.49M -$104K -3,194 -7%
LI
14
LVZ Inc
Michigan
$1.23M +$1.19M +36,507 New
WIA
15
World Investment Advisors
California
$1.02M +$978K +30,036 New
PS
16
Portfolio Strategies
New York
$975K -$34K -1,045 -3%
RWP
17
RWA Wealth Partners
Massachusetts
$948K +$913K +28,032 New
DWM
18
Darwin Wealth Management
Florida
$828K +$797K +24,479 New
Jane Street
19
Jane Street
New York
$805K +$271K +8,323 +54%
SFS
20
Sowell Financial Services
Arkansas
$799K -$343K -10,538 -31%
BIA
21
Biondo Investment Advisors
Pennsylvania
$681K +$656K +20,135 New
SS
22
Sunbelt Securities
Texas
$420K +$5.73K +176 +1%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$396K +$381K +11,698 New
PP
24
Prudential plc
United Kingdom
$362K -$42.3K -1,300 -11%
CPO
25
Cerity Partners OCIO
New York
$275K +$25K +768 +10%