We are live on ! Find out more
FQAL icon

Fidelity Quality Factor ETF

42 hedge funds and large institutions have $41.3M invested in Fidelity Quality Factor ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

16% less funds holding

Funds holding: 5042 (-8)

26.08% less ownership

Funds ownership: 62.17%36.09% (-26%)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

57% less capital invested

Capital invested by funds: $97.3M → $41.3M (-$55.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
42
Holders Change
-8
Holders Change %
-16%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
15
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1
Lineweaver Wealth Advisors
Ohio
$7.72M +$3.74M +104,002 +70%
SS
2
Sunbelt Securities
Texas
$3.82M +$3.95M +110,018 +727%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.41M +$2.86M +79,514 +247%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.53M -$10.4M -288,509 -78%
Bank of America
5
Bank of America
North Carolina
$2.51M +$25.9K +722 +0.9%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.44M +$2.87M +80,030 New
LJAC
7
L.J. Altfest & Co
New York
$1.72M -$1.69M -46,925 -46%
AIP
8
Ahrens Investment Partners
Louisiana
$1.6M -$1.24M -34,500 -40%
BIP
9
Blueprint Investment Partners
North Carolina
$1.56M -$9.14M -254,472 -83%
ASN
10
Advisory Services Network
Georgia
$1.46M -$36.1K -1,004 -2%
EWF
11
Epstein & White Financial
California
$1.23M -$4.26M -118,474 -75%
LNC
12
Lincoln National Corp
Pennsylvania
$1.15M +$6.18K +172 +0.5%
RWP
13
RWA Wealth Partners
Massachusetts
$990K +$349K +9,707 +43%
Citadel Advisors
14
Citadel Advisors
Florida
$982K +$1.16M +32,167 New
DWM
15
Darwin Wealth Management
Florida
$870K +$22.7K +632 +2%
Jane Street
16
Jane Street
New York
$859K +$1.01M +28,118 New
Goldman Sachs
17
Goldman Sachs
New York
$845K -$728K -20,255 -42%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$704K -$5.99M -166,651 -88%
IAA
19
Independent Advisor Alliance
North Carolina
$678K -$133K -3,703 -14%
BIA
20
Biondo Investment Advisors
Pennsylvania
$642K +$7.87K +219 +1%
Mariner
21
Mariner
Kansas
$585K -$91.7K -2,553 -12%
AF
22
Allworth Financial
California
$501K +$126K +3,506 +27%
KWA
23
KCS Wealth Advisory
California
$474K +$558K +15,530 New
CPO
24
Cerity Partners OCIO
New York
$410K +$226K +6,301 +89%
HF
25
HRT Financial
New York
$353K +$416K +11,576 New