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Fidelity Quality Factor ETF

57 hedge funds and large institutions have $123M invested in Fidelity Quality Factor ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

11% less funds holding

Funds holding: 6457 (-7)

13.94% less ownership

Funds ownership: 61.77%47.83% (-14%)

28% less capital invested

Capital invested by funds: $170M → $123M (-$46.9M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
20
Reduced
18
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
Biondo Investment Advisors
Pennsylvania
$952K -$59.4K -1,243 -5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$920K +$968K +20,242 +3,391%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$904K -$19.9K -417 -2%
Mariner
29
Mariner
Kansas
$819K +$956 +20 +0.1%
PP
30
Prudential plc
United Kingdom
$815K -$478 -10 -0.1%
BIP
31
Blueprint Investment Partners
North Carolina
$794K -$10.2M -214,108 -92%
GEA
32
Glen Eagle Advisors
New Jersey
$727K -$107K -2,244 -12%
MAS
33
Madden Advisory Services
Florida
$688K +$743K +15,550 New
LJAC
34
L.J. Altfest & Co
New York
$674K +$1.48K +31 +0.2%
SPC
35
Sigma Planning Corp
Michigan
$271K +$89.9K +1,881 +44%
CF
36
Centaurus Financial
California
$246K -$201K -4,200 -43%
AIP
37
Almanack Investment Partners
Pennsylvania
$243K -$21.5K -450 -8%
Comerica Bank
38
Comerica Bank
Texas
$231K
KPWS
39
Kestra Private Wealth Services
Texas
$213K -$61.3K -1,283 -21%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$208K +$218K +4,554 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$167K +$170K +3,551 +1,644%
SWM
42
Spire Wealth Management
Virginia
$112K +$1.67K +35 +1%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$99K
TWC
44
TD Waterhouse Canada
Ontario, Canada
$84.8K +$90.8K +1,900 New
IA
45
IFP Advisors
Florida
$57K
EIP
46
Ellis Investment Partners
Pennsylvania
$23K +$96 +2 +0.4%
SPIA
47
Steward Partners Investment Advisory
New York
$21K
SWM
48
SeaCrest Wealth Management
New York
$20K +$21.7K +453 New
NFSG
49
Newbridge Financial Services Group
Florida
$17K
APA
50
American Portfolios Advisors
New York
$11.1K