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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

71 hedge funds and large institutions have $185M invested in Fidelity Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
KAS
2
Kestra Advisory Services
Texas
$16.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.96M
4
NL
4
Navalign LLC
California
$1.09M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.82M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.7M
3
LI
3
LVZ Inc
Michigan
$0
4
KWA
4
KCS Wealth Advisory
California
$1.5M
5
GLR
5
Great Lakes Retirement
Ohio
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NL
26
Navalign LLC
California
$1.09M 22,156 +22,156 New
OFG
27
OmniStar Financial Group
North Carolina
$1.07M 21,645 +55 +0.3%
IAA
28
Independent Advisor Alliance
North Carolina
$1.04M 21,109 -355 -2%
BIA
29
Biondo Investment Advisors
Pennsylvania
$1.04M 21,076 +30 +0.1%
LPL Financial
30
LPL Financial
California
$1M 20,347 +739 +4%
MAS
31
Madden Advisory Services
Florida
$971K 19,692 +4,142 +27%
Mariner
32
Mariner
Kansas
$850K 17,239 -478 -3%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$791K 16,051 +2,870 +22%
RWP
34
RWA Wealth Partners
Massachusetts
$781K 15,848 -139 -0.9%
GM
35
GeoWealth Management
Illinois
$759K 15,393 +15,393 New
LJAC
36
L.J. Altfest & Co
New York
$698K 14,153 +11 +0.1%
HighTower Advisors
37
HighTower Advisors
Illinois
$697K 14,139 -3,546 -20%
TWD
38
True Wealth Design
Ohio
$631K 12,791 -1,078 -8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$600K 12,170 +3,028 +33%
GCIM
40
Gunn & Company Investment Management
Florida
$568K 11,513 +11,513 New
PP
41
Prudential plc
United Kingdom
$565K 11,463 -6,160 -35%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$481K 9,753 +9,753 New
Jane Street
43
Jane Street
New York
$455K 9,222 +9,222 New
CAN
44
Cetera Advisor Networks
California
$435K 8,818 +1,461 +20%
FCBT
45
First Citizens Bank & Trust
North Carolina
$416K 8,439 +8,439 New
SPC
46
Sigma Planning Corp
Michigan
$395K 8,006 +5 +0.1%
KPWS
47
Kestra Private Wealth Services
Texas
$354K 7,190 +158 +2%
PCIA
48
Prime Capital Investment Advisors
Kansas
$344K 6,974 +6,974 New
HPM
49
Hoxton Planning & Management
West Virginia
$332K 6,735 – –
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$297K 6,031 +6,031 New
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