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Fidelity Quality Factor ETF

64 hedge funds and large institutions have $170M invested in Fidelity Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

20% more capital invested

Capital invested by funds: $142M → $170M (+$28M)

7.42% more ownership

Funds ownership: 54.35%61.77% (+7.4%)

3% more funds holding

Funds holding: 6264 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
25
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$1.09M -$6.11K -118 -0.6%
BFA
27
BMS Financial Advisors
South Dakota
$1M +$992K +19,144 New
GEA
28
Glen Eagle Advisors
New Jersey
$976K +$369K +7,121 +62%
Mariner
29
Mariner
Kansas
$967K -$50K -966 -5%
PP
30
Prudential plc
United Kingdom
$963K
LJAC
31
L.J. Altfest & Co
New York
$795K -$2.59M -49,968 -77%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$703K +$697K +13,446 New
Citadel Advisors
33
Citadel Advisors
Florida
$520K -$655K -12,651 -56%
CF
34
Centaurus Financial
California
$511K -$2.23K -43 -0.4%
CCA
35
Childress Capital Advisors
Texas
$369K -$82.9K -1,600 -18%
KPWS
36
Kestra Private Wealth Services
Texas
$319K -$4.97K -96 -2%
AIP
37
Almanack Investment Partners
Pennsylvania
$310K -$10.4K -200 -3%
AAS
38
Avantax Advisory Services
Texas
$262K +$45.5K +878 +21%
BFA
39
Beaumont Financial Advisors
Massachusetts
$260K -$70.1K -1,354 -21%
Comerica Bank
40
Comerica Bank
Texas
$257K
WCG
41
Weaver Consulting Group
California
$227K
RWG
42
Regal Wealth Group
California
$227K +$622 +12 +0.3%
SPC
43
Sigma Planning Corp
Michigan
$222K -$47.2K -912 -18%
CFO
44
Colony Family Offices
North Carolina
$219K +$1.76K +34 +0.8%
LWA
45
Lineweaver Wealth Advisors
Ohio
$216K +$673 +13 +0.3%
DWM
46
Darwin Wealth Management
Florida
$206K
PCM
47
Parsons Capital Management
Rhode Island
$206K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$205K
SWM
49
Spire Wealth Management
Virginia
$131K +$36.4K +703 +39%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$118K +$116K +2,248 New