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Fidelity Quality Factor ETF

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.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $41.3M → $85.1M (+$43.8M)

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: 4242 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.7M +$12.1M +346,979 +419%
Osaic Holdings
2
Osaic Holdings
Arizona
$15M +$11.5M +331,716 +414%
BIP
3
Blueprint Investment Partners
North Carolina
$13M +$10.6M +305,219 +596%
AIP
4
Almanack Investment Partners
Pennsylvania
$8.25M +$7.85M +226,000 New
SS
5
Sunbelt Securities
Texas
$4.14M -$405K -11,671 -9%
LNC
6
Lincoln National Corp
Pennsylvania
$2.7M +$1.25M +36,083 +96%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$2.27M +$2.16M +62,242 New
Bank of America
8
Bank of America
North Carolina
$2.09M -$873K -25,150 -31%
LI
9
LVZ Inc
Michigan
$2.02M +$1.93M +55,456 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.75M -$2.22M -63,837 -57%
AIP
11
Ahrens Investment Partners
Louisiana
$1.48M -$420K -12,100 -23%
AF
12
Allworth Financial
California
$1.43M +$793K +22,830 +139%
Goldman Sachs
13
Goldman Sachs
New York
$1.42M +$389K +11,191 +40%
RWP
14
RWA Wealth Partners
Massachusetts
$1.19M +$1.25K +36 +0.1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.16M +$862K +24,822 +359%
CPO
16
Cerity Partners OCIO
New York
$1.03M +$516K +14,854 +111%
Citadel Advisors
17
Citadel Advisors
Florida
$995K -$171K -4,925 -15%
EWF
18
Epstein & White Financial
California
$945K -$497K -14,300 -36%
LJAC
19
L.J. Altfest & Co
New York
$928K -$1.07M -30,791 -55%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$928K +$82.3K +2,371 +10%
DWM
21
Darwin Wealth Management
Florida
$897K -$154K -4,427 -15%
BIA
22
Biondo Investment Advisors
Pennsylvania
$789K +$20.3K +585 +3%
IAA
23
Independent Advisor Alliance
North Carolina
$786K -$61.8K -1,780 -8%
Mariner
24
Mariner
Kansas
$691K +$243 +7 +0%
KWA
25
KCS Wealth Advisory
California
$678K +$106K +3,049 +20%