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Fidelity Quality Factor ETF

56 hedge funds and large institutions have $113M invested in Fidelity Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

1.46% more ownership

Funds ownership: 47.83%49.29% (+1.5%)

2% less funds holding

Funds holding: 5756 (-1)

8% less capital invested

Capital invested by funds: $123M → $113M (-$10.1M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
26
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$915K +$14.7K +317 +1%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$910K +$50.2K +1,085 +5%
BIA
28
Biondo Investment Advisors
Pennsylvania
$902K +$8.8K +190 +0.9%
Mariner
29
Mariner
Kansas
$802K +$36.7K +792 +4%
GEA
30
Glen Eagle Advisors
New Jersey
$787K +$116K +2,503 +15%
PP
31
Prudential plc
United Kingdom
$763K -$2.31K -50 -0.3%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$759K -$100K -2,168 -11%
Goldman Sachs
33
Goldman Sachs
New York
$731K -$845K -18,244 -51%
Jane Street
34
Jane Street
New York
$647K +$721K +15,568 New
MAS
35
Madden Advisory Services
Florida
$646K
LJAC
36
L.J. Altfest & Co
New York
$621K -$13.8K -297 -2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$517K +$358K +7,731 +170%
AIP
38
Almanack Investment Partners
Pennsylvania
$374K +$163K +3,510 +64%
KPWS
39
Kestra Private Wealth Services
Texas
$282K +$90.8K +1,961 +41%
SPC
40
Sigma Planning Corp
Michigan
$261K +$7.32K +158 +3%
CF
41
Centaurus Financial
California
$224K -$8.06K -174 -3%
Comerica Bank
42
Comerica Bank
Texas
$218K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$93K
TWC
44
TD Waterhouse Canada
Ontario, Canada
$80.7K
IA
45
IFP Advisors
Florida
$58K +$1.71K +37 +2%
SWM
46
Spire Wealth Management
Virginia
$31K -$83.3K -1,800 -71%
UBS Group
47
UBS Group
Switzerland
$27K +$29K +626 +3,682%
EIP
48
Ellis Investment Partners
Pennsylvania
$21K +$93 +2 +0.4%
SPIA
49
Steward Partners Investment Advisory
New York
$20K
NFSG
50
Newbridge Financial Services Group
Florida
$16K