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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

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.

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
–

Top Buyers

1
BIP
1
Blueprint Investment Partners
North Carolina
$11.5M
2
LWA
2
Lineweaver Wealth Advisors
Ohio
$5.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$12.1M
5
BSAM
5
Blue Sky Asset Management
Colorado
$1.68M

Top Sellers

1
EWF
1
Epstein & White Financial
California
$5.98M
2
Jane Street
2
Jane Street
New York
$0
3
LJAC
3
L.J. Altfest & Co
New York
$3.89M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14M 371,319 +59,231 +19%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$12.1M 320,011 +47,424 +17%
BIP
3
Blueprint Investment Partners
North Carolina
$11.5M 305,691 +305,691 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.15M 189,722 +37,813 +25%
EWF
5
Epstein & White Financial
California
$5.98M 158,606 -542,828 -77%
LWA
6
Lineweaver Wealth Advisors
Ohio
$5.58M 147,908 +147,908 New
SCA
7
Snowden Capital Advisors
New York
$4.39M 116,524 +1,404 +1%
LJAC
8
L.J. Altfest & Co
New York
$3.89M 103,129 -12,809 -11%
AIP
9
Ahrens Investment Partners
Louisiana
$3.28M 87,007 +3,295 +4%
Bank of America
10
Bank of America
North Carolina
$3.07M 81,557 +4,853 +6%
BFA
11
Beaumont Financial Advisors
Massachusetts
$2.61M 69,355 -889 -1%
RJA
12
Raymond James & Associates
Florida
$2.18M 57,913 -1,196 -2%
LI
13
LVZ Inc
Michigan
$1.94M 51,419 +7,698 +18%
ASN
14
Advisory Services Network
Georgia
$1.84M 48,833 +2,336 +5%
Goldman Sachs
15
Goldman Sachs
New York
$1.81M 47,920 – –
BSAM
16
Blue Sky Asset Management
Colorado
$1.68M 44,488 +44,488 New
LNC
17
Lincoln National Corp
Pennsylvania
$1.42M 37,608 +5,190 +16%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.21M 32,163 +28,328 +739%
DWM
19
Darwin Wealth Management
Florida
$1.07M 28,365 -588 -2%
SHIM
20
Stone House Investment Management
Pennsylvania
$1.02M 27,167 +27,167 New
IAA
21
Independent Advisor Alliance
North Carolina
$976K 25,896 +4,142 +19%
PS
22
Portfolio Strategies
New York
$938K 24,886 -142 -0.6%
RWP
23
RWA Wealth Partners
Massachusetts
$857K 22,723 -5,477 -19%
Mariner
24
Mariner
Kansas
$810K 21,483 +1,002 +5%
BIA
25
Biondo Investment Advisors
Pennsylvania
$784K 20,805 +30 +0.1%
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