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Fidelity Quality Factor ETF

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.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

38% more capital invested

Capital invested by funds: $185M → $255M (+$70.1M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7.95% more ownership

Funds ownership: 58.73%66.68% (+7.9%)

3% more funds holding

Funds holding: 7173 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.06%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$1.24M -$40.9K -798 -3%
OFG
27
OmniStar Financial Group
North Carolina
$1.19M +$15K +293 +1%
GEA
28
Glen Eagle Advisors
New Jersey
$1.14M -$169K -3,294 -14%
MAS
29
Madden Advisory Services
Florida
$1.13M +$58.1K +1,135 +6%
IAA
30
Independent Advisor Alliance
North Carolina
$1.13M -$16.3K -318 -2%
JP Morgan Chase
31
JP Morgan Chase
New York
$990K +$111K +2,176 +14%
Mariner
32
Mariner
Kansas
$876K -$57K -1,113 -6%
PP
33
Prudential plc
United Kingdom
$856K +$220K +4,290 +37%
RWP
34
RWA Wealth Partners
Massachusetts
$806K -$51.9K -1,014 -6%
LJAC
35
L.J. Altfest & Co
New York
$753K -$15.2K -297 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$703K -$61.8K -1,206 -9%
HGA
37
Hobbs Group Advisors
South Carolina
$650K +$612K +11,956 New
BRWA
38
B. Riley Wealth Advisors
Florida
$597K +$563K +10,986 New
TWD
39
True Wealth Design
Ohio
$578K -$110K -2,147 -17%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$567K +$35K +684 +7%
CAN
41
Cetera Advisor Networks
California
$524K +$41.8K +816 +9%
NL
42
Navalign LLC
California
$444K -$716K -13,990 -63%
PCIA
43
Prime Capital Investment Advisors
Kansas
$406K +$25.8K +504 +7%
KPWS
44
Kestra Private Wealth Services
Texas
$387K -$3.23K -63 -0.9%
HPM
45
Hoxton Planning & Management
West Virginia
$366K
BHPW
46
Beverly Hills Private Wealth
California
$360K +$340K +6,630 New
CT
47
Colonial Trust
South Carolina
$335K +$202K +3,942 +179%
Goldman Sachs
48
Goldman Sachs
New York
$325K +$306K +5,979 New
AB
49
Atlas Brown
Kentucky
$322K +$4.25K +83 +1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$291K +$115K +2,238 +72%