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Fidelity Quality Factor ETF

63 hedge funds and large institutions have $150M invested in Fidelity Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1.12% more ownership

Funds ownership: 55.55%56.67% (+1.1%)

4% more capital invested

Capital invested by funds: $144M → $150M (+$6.07M)

2% less funds holding

Funds holding: 6463 (-1)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$96K +2,072 +10%
IAA
27
Independent Advisor Alliance
North Carolina
$1.03M -$18K -389 -2%
BIA
28
Biondo Investment Advisors
Pennsylvania
$984K -$27.1K -585 -3%
Mariner
29
Mariner
Kansas
$882K +$30.5K +658 +4%
PP
30
Prudential plc
United Kingdom
$859K -$1.39K -30 -0.2%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$765K -$31.3K -676 -4%
MAS
32
Madden Advisory Services
Florida
$738K
TWD
33
True Wealth Design
Ohio
$710K +$204K +4,408 +42%
LJAC
34
L.J. Altfest & Co
New York
$690K -$20.3K -438 -3%
Goldman Sachs
35
Goldman Sachs
New York
$669K -$188K -4,052 -22%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$518K -$8.2K -177 -2%
KPWS
37
Kestra Private Wealth Services
Texas
$392K +$65.3K +1,408 +21%
SPC
38
Sigma Planning Corp
Michigan
$379K +$77.3K +1,668 +26%
JP Morgan Chase
39
JP Morgan Chase
New York
$306K +$249K +5,374 +497%
CAN
40
Cetera Advisor Networks
California
$284K +$33.2K +716 +14%
CF
41
Centaurus Financial
California
$278K +$8.44K +182 +3%
Citadel Advisors
42
Citadel Advisors
Florida
$241K +$235K +5,078 New
TC
43
TownSquare Capital
Utah
$230K +$225K +4,852 New
AIP
44
Almanack Investment Partners
Pennsylvania
$212K -$2.32K -50 -1%
AB
45
Atlas Brown
Kentucky
$208K +$203K +4,384 New
CFO
46
Colony Family Offices
North Carolina
$206K +$202K +4,352 New
SWM
47
Spire Wealth Management
Virginia
$117K -$3.57K -77 -3%
ASN
48
Advisory Services Network
Georgia
$108K -$1.76K -38 -2%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$107K
CT
50
Colonial Trust
South Carolina
$104K +$66.7K +1,440 +185%