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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

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.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.01%
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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$18M
3
KAS
3
Kestra Advisory Services
Texas
$15.8M
4
LI
4
LVZ Inc
Michigan
$2.49M
5
BFA
5
BMS Financial Advisors
South Dakota
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.88M
2
CG
2
CFO4Life Group
Texas
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
BIP
4
Blueprint Investment Partners
North Carolina
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.11M 23,432 +2,072 +10%
IAA
27
Independent Advisor Alliance
North Carolina
$1.03M 21,663 -389 -2%
BIA
28
Biondo Investment Advisors
Pennsylvania
$984K 20,736 -585 -3%
Mariner
29
Mariner
Kansas
$882K 18,599 +658 +4%
PP
30
Prudential plc
United Kingdom
$859K 18,100 -30 -0.2%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$765K 16,133 -676 -4%
MAS
32
Madden Advisory Services
Florida
$738K 15,550 – –
TWD
33
True Wealth Design
Ohio
$710K 14,971 +4,408 +42%
LJAC
34
L.J. Altfest & Co
New York
$690K 14,536 -438 -3%
Goldman Sachs
35
Goldman Sachs
New York
$669K 14,095 -4,052 -22%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$518K 10,917 -177 -2%
KPWS
37
Kestra Private Wealth Services
Texas
$392K 8,272 +1,408 +21%
SPC
38
Sigma Planning Corp
Michigan
$379K 7,991 +1,668 +26%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$306K 6,455 +5,374 +497%
CAN
40
Cetera Advisor Networks
California
$284K 5,991 +716 +14%
CF
41
Centaurus Financial
California
$278K 5,869 +182 +3%
Citadel Advisors
42
Citadel Advisors
Florida
$241K 5,078 +5,078 New
TC
43
TownSquare Capital
Utah
$230K 4,852 +4,852 New
AIP
44
Almanack Investment Partners
Pennsylvania
$212K 4,461 -50 -1%
AB
45
Atlas Brown
Kentucky
$208K 4,384 +4,384 New
CFO
46
Colony Family Offices
North Carolina
$206K 4,352 +4,352 New
SWM
47
Spire Wealth Management
Virginia
$117K 2,461 -77 -3%
ASN
48
Advisory Services Network
Georgia
$108K 2,273 -38 -2%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$107K 2,248 – –
CT
50
Colonial Trust
South Carolina
$104K 2,219 +1,440 +185%
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