Fidelity Quality Factor ETF
FQAL
67 hedge funds and large institutions have $189M invested in Fidelity Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
22% more capital invested
Capital invested by funds: $155M → $189M (+$34.6M)
6% more funds holding
Funds holding: 63 → 67 (+4)
3.66% more ownership
Funds ownership: 56.67% → 60.33% (+3.7%)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$15.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.23M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.54M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.47M |
| 5 |
Cerity Partners
New York
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.22M |
| 2 |
Jane Street
New York
|
-$1.37M |
| 3 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
-$1.17M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$816K |
| 5 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$741K |
FQAL Hedge Fund Activity: Q2 2023 in Review
67 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q2 2023, worth a combined $189M — up 22% from $155M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FQAL positions and 8 closed out — a net gain of 5 holders — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Great Lakes Retirement, opening a new position worth an estimated $15.9M. The largest seller was Kestra Advisory Services, cutting an estimated $3.22M.
- 67 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q2 2023, up from 63 in Q1 2023.
- Funds reported $189M of Fidelity Quality Factor ETF stock for Q2 2023, up 22% quarter-over-quarter.
- 13 funds opened new Fidelity Quality Factor ETF positions in Q2 2023 and 8 closed out, a net change of +5 holders.
- The largest Fidelity Quality Factor ETF buyer in Q2 2023 was Great Lakes Retirement, an estimated $15.9M added.
- The largest Fidelity Quality Factor ETF seller in Q2 2023 was Kestra Advisory Services, an estimated $3.22M sold.
Based on aggregated 13F filings for Q2 2023.