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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

73 hedge funds and large institutions have $255M invested in Fidelity Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
30
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$41.7M
2
GCIM
2
Gunn & Company Investment Management
Florida
$14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.8M
4
KAS
4
Kestra Advisory Services
Texas
$24.3M
5
LI
5
LVZ Inc
Michigan
$2.26M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.6M
2
GLR
2
Great Lakes Retirement
Ohio
$14.5M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
NL
4
Navalign LLC
California
$444K
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$1.24M 22,770 -798 -3%
OFG
27
OmniStar Financial Group
North Carolina
$1.19M 21,938 +293 +1%
GEA
28
Glen Eagle Advisors
New Jersey
$1.14M 20,962 -3,294 -14%
MAS
29
Madden Advisory Services
Florida
$1.13M 20,827 +1,135 +6%
IAA
30
Independent Advisor Alliance
North Carolina
$1.13M 20,791 -318 -2%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$990K 18,227 +2,176 +14%
Mariner
32
Mariner
Kansas
$876K 16,126 -1,113 -6%
PP
33
Prudential plc
United Kingdom
$856K 15,753 +4,290 +37%
RWP
34
RWA Wealth Partners
Massachusetts
$806K 14,834 -1,014 -6%
LJAC
35
L.J. Altfest & Co
New York
$753K 13,856 -297 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$703K 12,933 -1,206 -9%
HGA
37
Hobbs Group Advisors
South Carolina
$650K 11,956 +11,956 New
BRWA
38
B. Riley Wealth Advisors
Florida
$597K 10,986 +10,986 New
TWD
39
True Wealth Design
Ohio
$578K 10,644 -2,147 -17%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$567K 10,437 +684 +7%
CAN
41
Cetera Advisor Networks
California
$524K 9,634 +816 +9%
NL
42
Navalign LLC
California
$444K 8,166 -13,990 -63%
PCIA
43
Prime Capital Investment Advisors
Kansas
$406K 7,478 +504 +7%
KPWS
44
Kestra Private Wealth Services
Texas
$387K 7,127 -63 -0.9%
HPM
45
Hoxton Planning & Management
West Virginia
$366K 6,735 – –
BHPW
46
Beverly Hills Private Wealth
California
$360K 6,630 +6,630 New
CT
47
Colonial Trust
South Carolina
$335K 6,149 +3,942 +179%
Goldman Sachs
48
Goldman Sachs
New York
$325K 5,979 +5,979 New
AB
49
Atlas Brown
Kentucky
$322K 5,933 +83 +1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$291K 5,350 +2,238 +72%
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