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Fidelity Quality Factor ETF

148 hedge funds and large institutions have $991M invested in Fidelity Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 39

11% more capital invested

Capital invested by funds: $891M → $991M (+$99.9M)

8.31% more ownership

Funds ownership: 77.58%85.89% (+8.3%)

3% more funds holding

Funds holding: 144148 (+4)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
25
Increased
62
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$513M +$114M +1,510,195 +27%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.1M +$7.18M +94,920 +8%
OWM
3
Orgel Wealth Management
Wisconsin
$65.3M -$719K -9,498 -1%
KAS
4
Kestra Advisory Services
Texas
$65.3M +$17.1M +226,425 +34%
HPA
5
High Probability Advisors
New York
$23.7M +$1.31M +17,351 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$18.5M +$1.06M +14,000 +6%
GLR
7
Great Lakes Retirement
Ohio
$17.8M +$195K +2,574 +1%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$13.1M +$30.5K +403 +0.2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$12.4M +$352K +4,644 +3%
BFG
10
Beacon Financial Group
Texas
$10.1M -$260K -3,433 -2%
Raymond James Financial
11
Raymond James Financial
Florida
$9.36M +$5.55M +73,285 +132%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.96M -$1.98M -26,099 -17%
SWP
13
Sagespring Wealth Partners
Tennessee
$8.32M -$375K -4,958 -4%
LPL Financial
14
LPL Financial
California
$7.93M +$1.74M +23,046 +27%
PS
15
Principal Securities
Iowa
$5.91M -$2.1M -27,807 -25%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5.68M +$9.39K +124 +0.2%
SS
17
Sunbelt Securities
Texas
$5.24M -$2.85M -37,663 -34%
Morgan Stanley
18
Morgan Stanley
New York
$4.92M +$117K +1,542 +2%
KPWS
19
Kestra Private Wealth Services
Texas
$4.77M +$202K +2,671 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.66M -$4.67M -61,669 -49%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$4.61M +$1.37M +18,045 +40%
KWS
22
Keystone Wealth Services
California
$3.76M +$19.1K +252 +0.5%
OFG
23
OmniStar Financial Group
North Carolina
$3.61M +$2.06M +27,188 +120%
Bank of America
24
Bank of America
North Carolina
$3.47M -$277K -3,665 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$3.26M +$3.4M +44,930 New