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Fidelity Quality Factor ETF

50 hedge funds and large institutions have $97.3M invested in Fidelity Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

16% more funds holding

Funds holding: 4350 (+7)

15% more capital invested

Capital invested by funds: $84.7M → $97.3M (+$12.6M)

5.32% more ownership

Funds ownership: 56.85%62.17% (+5.3%)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
10
Increased
21
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14M +$2.14M +59,231 +19%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$12.1M +$1.72M +47,424 +17%
BIP
3
Blueprint Investment Partners
North Carolina
$11.5M +$11.1M +305,691 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.15M +$1.37M +37,813 +25%
EWF
5
Epstein & White Financial
California
$5.98M -$19.6M -542,828 -77%
LWA
6
Lineweaver Wealth Advisors
Ohio
$5.58M +$5.35M +147,908 New
SCA
7
Snowden Capital Advisors
New York
$4.39M +$50.8K +1,404 +1%
LJAC
8
L.J. Altfest & Co
New York
$3.89M -$463K -12,809 -11%
AIP
9
Ahrens Investment Partners
Louisiana
$3.28M +$119K +3,295 +4%
Bank of America
10
Bank of America
North Carolina
$3.07M +$176K +4,853 +6%
BFA
11
Beaumont Financial Advisors
Massachusetts
$2.61M -$32.2K -889 -1%
RJA
12
Raymond James & Associates
Florida
$2.18M -$43.3K -1,196 -2%
LI
13
LVZ Inc
Michigan
$1.94M +$279K +7,698 +18%
ASN
14
Advisory Services Network
Georgia
$1.84M +$84.5K +2,336 +5%
Goldman Sachs
15
Goldman Sachs
New York
$1.81M
BSAM
16
Blue Sky Asset Management
Colorado
$1.68M +$1.61M +44,488 New
LNC
17
Lincoln National Corp
Pennsylvania
$1.42M +$188K +5,190 +16%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.21M +$1.03M +28,328 +739%
DWM
19
Darwin Wealth Management
Florida
$1.07M -$21.3K -588 -2%
SHIM
20
Stone House Investment Management
Pennsylvania
$1.02M +$983K +27,167 New
IAA
21
Independent Advisor Alliance
North Carolina
$976K +$150K +4,142 +19%
PS
22
Portfolio Strategies
New York
$938K -$5.14K -142 -0.6%
RWP
23
RWA Wealth Partners
Massachusetts
$857K -$198K -5,477 -19%
Mariner
24
Mariner
Kansas
$810K +$36.3K +1,002 +5%
BIA
25
Biondo Investment Advisors
Pennsylvania
$784K +$1.09K +30 +0.1%