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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

67 hedge funds and large institutions have $189M invested in Fidelity Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLR
1
Great Lakes Retirement
Ohio
$16.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$25.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$48.9M
4
NA
4
NewEdge Advisors
Louisiana
$1.55M
5
Cerity Partners
5
Cerity Partners
New York
$1.31M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
Jane Street
2
Jane Street
New York
$0
3
BFA
3
BMS Financial Advisors
South Dakota
$286K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$894K
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
26
Independent Advisor Alliance
North Carolina
$1.09M 21,464 -199 -0.9%
BIA
27
Biondo Investment Advisors
Pennsylvania
$1.06M 21,046 +310 +1%
FTUS
28
Flow Traders U.S.
New York
$1.02M 20,249 +20,249 New
LPL Financial
29
LPL Financial
California
$991K 19,608 -5,418 -22%
Mariner
30
Mariner
Kansas
$896K 17,717 -882 -5%
HighTower Advisors
31
HighTower Advisors
Illinois
$894K 17,685 -16,943 -49%
PP
32
Prudential plc
United Kingdom
$891K 17,623 -477 -3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$814K 16,106 -27 -0.2%
RWP
34
RWA Wealth Partners
Massachusetts
$808K 15,987 -11,692 -42%
MAS
35
Madden Advisory Services
Florida
$786K 15,550 – –
LJAC
36
L.J. Altfest & Co
New York
$715K 14,142 -394 -3%
TWD
37
True Wealth Design
Ohio
$701K 13,869 -1,102 -7%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$666K 13,181 +6,726 +104%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$462K 9,142 +9,142 New
SPC
40
Sigma Planning Corp
Michigan
$404K 8,001 +10 +0.1%
CAN
41
Cetera Advisor Networks
California
$372K 7,357 +1,366 +23%
KPWS
42
Kestra Private Wealth Services
Texas
$355K 7,032 -1,240 -15%
HPM
43
Hoxton Planning & Management
West Virginia
$340K 6,735 +6,735 New
Goldman Sachs
44
Goldman Sachs
New York
$317K 6,272 -7,823 -56%
CT
45
Colonial Trust
South Carolina
$289K 5,770 +3,551 +160%
BFA
46
BMS Financial Advisors
South Dakota
$286K 5,654 -24,331 -81%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$267K 5,279 +4,893 +1,268%
CF
48
Centaurus Financial
California
$243K 4,801 -1,068 -18%
AWS
49
Atria Wealth Solutions
New York
$237K 4,680 +4,680 New
AB
50
Atlas Brown
Kentucky
$233K 4,618 +234 +5%
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