Fidelity Quality Factor ETF
FQAL
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.
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: 1 → 3 (+2)
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
27% more capital inflows, than outflows
Capital inflows: $28.5M | Capital outflows: $22.5M
16% more funds holding
Funds holding: 43 → 50 (+7)
5.32% more ownership
Funds ownership: 56.85% → 62.17% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.14M |
| 2 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.72M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.37M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.03M |
| 5 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
+$983K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
-$19.6M |
| 2 |
Jane Street
New York
|
-$1.45M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$463K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$399K |
| 5 |
RWA Wealth Partners
Newton,
Massachusetts
|
-$198K |
FQAL Hedge Fund Activity: Q4 2019 in Review
50 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q4 2019, worth a combined $97.3M — up 15% from $84.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FQAL positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.14M. The largest seller was Epstein & White Financial, cutting an estimated $19.6M.
- 50 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q4 2019, up from 43 in Q3 2019.
- Funds reported $97.3M of Fidelity Quality Factor ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 10 funds opened new Fidelity Quality Factor ETF positions in Q4 2019 and 3 closed out, a net change of +7 holders.
- The largest Fidelity Quality Factor ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $2.14M added.
- The largest Fidelity Quality Factor ETF seller in Q4 2019 was Epstein & White Financial, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2019.