Fidelity Quality Factor ETF
FQAL
108 hedge funds and large institutions have $857M invested in Fidelity Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 35
13% more funds holding
Funds holding: 96 → 108 (+12)
1% more capital invested
Capital invested by funds: $852M → $857M (+$4.5M)
0.24% less ownership
Funds ownership: 80.8% → 80.55% (-0.24%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.68M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.38M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.04M |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.17M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.5M |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$1.32M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$935K |
FQAL Hedge Fund Activity: Q4 2024 in Review
108 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q4 2024, worth a combined $857M — up 0.53% from $852M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FQAL positions and 2 closed out — a net gain of 15 holders — while 41 added to existing stakes and 35 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $4.6M. The largest seller was Fidelity Investments, cutting an estimated $13M.
- 108 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q4 2024, up from 96 in Q3 2024.
- Funds reported $857M of Fidelity Quality Factor ETF stock for Q4 2024, up 0.53% quarter-over-quarter.
- 17 funds opened new Fidelity Quality Factor ETF positions in Q4 2024 and 2 closed out, a net change of +15 holders.
- The largest Fidelity Quality Factor ETF buyer in Q4 2024 was Stratos Wealth Partners, an estimated $4.6M added.
- The largest Fidelity Quality Factor ETF seller in Q4 2024 was Fidelity Investments, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2024.