Fidelity Quality Factor ETF
FQAL
44 hedge funds and large institutions have $136M invested in Fidelity Quality Factor ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
212% more capital inflows, than outflows
Capital inflows: $40.5M | Capital outflows: $13M
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
26% more funds holding
Funds holding: 35 → 44 (+9)
9.5% more ownership
Funds ownership: 78.06% → 87.55% (+9.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.78M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.54M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.93M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$6.52M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.37M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.59M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$1.02M |
| 5 |
Jane Street
New York
|
-$284K |
FQAL Hedge Fund Activity: Q2 2019 in Review
44 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q2 2019, worth a combined $136M — up 28% from $107M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FQAL positions and 1 closed out — a net gain of 10 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $10.8M. The largest seller was L.J. Altfest & Co, cutting an estimated $6.52M.
- 44 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q2 2019, up from 35 in Q1 2019.
- Funds reported $136M of Fidelity Quality Factor ETF stock for Q2 2019, up 28% quarter-over-quarter.
- 11 funds opened new Fidelity Quality Factor ETF positions in Q2 2019 and 1 closed out, a net change of +10 holders.
- The largest Fidelity Quality Factor ETF buyer in Q2 2019 was AE Wealth Management, an estimated $10.8M added.
- The largest Fidelity Quality Factor ETF seller in Q2 2019 was L.J. Altfest & Co, an estimated $6.52M sold.
Based on aggregated 13F filings for Q2 2019.