Fidelity Quality Factor ETF
FQAL
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.
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
16% less funds holding
Funds holding: 50 → 42 (-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: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$3.95M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$3.74M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.86M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 5 |
Jane Street
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.4M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$9.14M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.99M |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$4.39M |
| 5 |
EWF
Epstein & White Financial
San Diego,
California
|
-$4.26M |
FQAL Hedge Fund Activity: Q1 2020 in Review
42 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q1 2020, worth a combined $41.3M — down 57% from $97.3M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FQAL and 7 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Sunbelt Securities, adding an estimated $3.95M. The largest seller was Envestnet Asset Management, cutting an estimated $10.4M.
- 42 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q1 2020, down from 50 in Q4 2019.
- Funds reported $41.3M of Fidelity Quality Factor ETF stock for Q1 2020, down 57% quarter-over-quarter.
- 7 funds opened new Fidelity Quality Factor ETF positions in Q1 2020 and 13 closed out, a net change of -6 holders.
- The largest Fidelity Quality Factor ETF buyer in Q1 2020 was Sunbelt Securities, an estimated $3.95M added.
- The largest Fidelity Quality Factor ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2020.