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Fidelity Quality Factor ETF

62 hedge funds and large institutions have $142M invested in Fidelity Quality Factor ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

44% more capital invested

Capital invested by funds: $98.4M → $142M (+$43.2M)

11% more funds holding

Funds holding: 5662 (+6)

6.74% more ownership

Funds ownership: 47.62%54.35% (+6.7%)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
25
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.17M -$1.19M -22,229 -52%
Mariner
27
Mariner
Kansas
$1.09M +$193K +3,602 +23%
PP
28
Prudential plc
United Kingdom
$1.03M -$13.4K -250 -1%
Goldman Sachs
29
Goldman Sachs
New York
$1.01M
Morgan Stanley
30
Morgan Stanley
New York
$815K +$774K +14,458 +20,654%
GEA
31
Glen Eagle Advisors
New Jersey
$649K +$53.4K +996 +9%
CF
32
Centaurus Financial
California
$550K -$20.8K -388 -4%
CCA
33
Childress Capital Advisors
Texas
$486K +$464K +8,660 New
LPL Financial
34
LPL Financial
California
$432K -$160K -2,992 -28%
BFA
35
Beaumont Financial Advisors
Massachusetts
$355K -$7.66K -143 -2%
KPWS
36
Kestra Private Wealth Services
Texas
$348K +$332K +6,199 New
AIP
37
Almanack Investment Partners
Pennsylvania
$345K -$2.04K -38 -0.6%
HF
38
HRT Financial
New York
$329K +$315K +5,872 New
SPC
39
Sigma Planning Corp
Michigan
$289K +$8.2K +153 +3%
Comerica Bank
40
Comerica Bank
Texas
$254K
RWG
41
Regal Wealth Group
California
$249K +$536 +10 +0.2%
WCG
42
Weaver Consulting Group
California
$243K
CFO
43
Colony Family Offices
North Carolina
$233K
AAS
44
Avantax Advisory Services
Texas
$233K +$222K +4,153 New
LWA
45
Lineweaver Wealth Advisors
Ohio
$231K +$536 +10 +0.2%
PCM
46
Parsons Capital Management
Rhode Island
$221K -$19.6K -365 -8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$220K +$210K +3,928 New
DWM
48
Darwin Wealth Management
Florida
$204K -$41.2K -769 -16%
SCA
49
Snowden Capital Advisors
New York
$151K +$144K +2,694 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$135K +$118K +2,203 +988%