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Fidelity Quality Factor ETF

64 hedge funds and large institutions have $144M invested in Fidelity Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

28% more capital invested

Capital invested by funds: $113M → $144M (+$31.7M)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

14% more funds holding

Funds holding: 5664 (+8)

6.26% more ownership

Funds ownership: 49.29%55.55% (+6.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
24
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$985K +$12.7K +284 +1%
IAA
27
Independent Advisor Alliance
North Carolina
$979K +$1.07K +24 +0.1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$948K -$947K -21,233 -50%
BIA
29
Biondo Investment Advisors
Pennsylvania
$947K -$17.6K -395 -2%
BIP
30
Blueprint Investment Partners
North Carolina
$946K +$951K +21,316 New
GEA
31
Glen Eagle Advisors
New Jersey
$887K +$37.9K +850 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$832K -$1.05M -23,651 -56%
AWM
33
AE Wealth Management
Kansas
$815K +$819K +18,355 New
Goldman Sachs
34
Goldman Sachs
New York
$806K +$24.6K +552 +3%
PP
35
Prudential plc
United Kingdom
$805K -$10.7K -240 -1%
Mariner
36
Mariner
Kansas
$797K -$61.1K -1,369 -7%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$746K -$65.6K -1,470 -8%
MAS
38
Madden Advisory Services
Florida
$690K
LJAC
39
L.J. Altfest & Co
New York
$665K +$981 +22 +0.1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$520K -$521K -11,673 -50%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$514K -$53.1K -1,191 -10%
TWD
42
True Wealth Design
Ohio
$469K +$471K +10,563 New
KPWS
43
Kestra Private Wealth Services
Texas
$305K +$3.7K +83 +1%
SPC
44
Sigma Planning Corp
Michigan
$281K +$1.83K +41 +0.7%
CF
45
Centaurus Financial
California
$252K +$13.1K +294 +5%
CAN
46
Cetera Advisor Networks
California
$234K +$235K +5,275 New
AIP
47
Almanack Investment Partners
Pennsylvania
$200K -$200K -4,489 -50%
Wells Fargo
48
Wells Fargo
California
$160K +$161K +3,600 +360,000%
SWM
49
Spire Wealth Management
Virginia
$113K +$80.3K +1,800 +244%
ASN
50
Advisory Services Network
Georgia
$103K +$103K +2,311 New