We are live on ! Find out more
FQAL icon

Fidelity Quality Factor ETF

43 hedge funds and large institutions have $84.7M invested in Fidelity Quality Factor ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

2% less funds holding

Funds holding: 4443 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

30.7% less ownership

Funds ownership: 87.55%56.85% (-31%)

38% less capital invested

Capital invested by funds: $136M → $84.7M (-$51.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
20
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWF
1
Epstein & White Financial
California
$24.6M +$2.65M +75,813 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.9M -$5.81M -166,116 -35%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$9.55M -$3.73M -106,482 -28%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.32M -$978K -27,955 -16%
LJAC
5
L.J. Altfest & Co
New York
$4.06M -$13.1M -375,537 -76%
SCA
6
Snowden Capital Advisors
New York
$4.03M +$113K +3,229 +3%
AIP
7
Ahrens Investment Partners
Louisiana
$2.93M +$105K +3,000 +4%
Bank of America
8
Bank of America
North Carolina
$2.69M +$824K +23,560 +44%
BFA
9
Beaumont Financial Advisors
Massachusetts
$2.46M +$220K +6,275 +10%
RJA
10
Raymond James & Associates
Florida
$2.07M +$21.6K +617 +1%
Goldman Sachs
11
Goldman Sachs
New York
$1.68M -$1.96K -56 -0.1%
ASN
12
Advisory Services Network
Georgia
$1.61M
LI
13
LVZ Inc
Michigan
$1.53M +$111K +3,166 +8%
Jane Street
14
Jane Street
New York
$1.45M +$906K +25,895 +167%
LNC
15
Lincoln National Corp
Pennsylvania
$1.14M -$10.7K -307 -0.9%
DWM
16
Darwin Wealth Management
Florida
$1.01M +$8.26K +236 +0.8%
RWP
17
RWA Wealth Partners
Massachusetts
$988K +$3.81K +109 +0.4%
PS
18
Portfolio Strategies
New York
$877K -$106K -3,023 -11%
IAA
19
Independent Advisor Alliance
North Carolina
$784K +$761K +21,754 New
BIA
20
Biondo Investment Advisors
Pennsylvania
$728K +$1.92K +55 +0.3%
Mariner
21
Mariner
Kansas
$718K +$82.6K +2,360 +13%
SS
22
Sunbelt Securities
Texas
$536K +$82.3K +2,352 +18%
PP
23
Prudential plc
United Kingdom
$448K -$84K -2,400 -16%
Citadel Advisors
24
Citadel Advisors
Florida
$399K -$1.16M -33,108 -74%
AF
25
Allworth Financial
California
$394K -$8.33K -238 -2%