Fidelity Quality Factor ETF
FQAL
42 hedge funds and large institutions have $85.1M invested in Fidelity Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 9 closing their positions.
212% more capital inflows, than outflows
Capital inflows: $52M | Capital outflows: $16.6M
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
22.9% more ownership
Funds ownership: 36.09% → 58.99% (+23%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.5M |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$10.6M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$7.85M |
| 5 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$7.72M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.22M |
| 3 |
Advisory Services Network
Atlanta,
Georgia
|
-$1.46M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$1.07M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$873K |
FQAL Hedge Fund Activity: Q2 2020 in Review
42 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q2 2020, worth a combined $85.1M — up 106% from $41.3M a quarter earlier.
Fund positioning in FQAL was balanced in Q2 2020: 9 funds opened new positions, 9 closed out, 16 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $12.1M. The largest seller was Lineweaver Wealth Advisors, exiting entirely with an estimated $7.72M sold.
- 42 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $85.1M of Fidelity Quality Factor ETF stock for Q2 2020, up 106% quarter-over-quarter.
- 9 funds opened new Fidelity Quality Factor ETF positions in Q2 2020 and 9 closed out, a net change of 0 holders.
- The largest Fidelity Quality Factor ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $12.1M added.
- The largest Fidelity Quality Factor ETF seller in Q2 2020 was Lineweaver Wealth Advisors, an estimated $7.72M sold.
Based on aggregated 13F filings for Q2 2020.