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Fidelity Quality Factor ETF

81 hedge funds and large institutions have $677M invested in Fidelity Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

165% more capital invested

Capital invested by funds: $255M → $677M (+$421M)

14.45% more ownership

Funds ownership: 66.68%81.13% (+14%)

11% more funds holding

Funds holding: 7381 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
27
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
Biondo Investment Advisors
Pennsylvania
$1.45M +$94.1K +1,675 +7%
Lido Advisors
27
Lido Advisors
California
$1.35M +$11.7K +208 +0.9%
MAS
28
Madden Advisory Services
Florida
$1.29M +$58.4K +1,039 +5%
Cerity Partners
29
Cerity Partners
New York
$1.26M -$81.6K -1,452 -6%
IAA
30
Independent Advisor Alliance
North Carolina
$1.18M -$44.5K -791 -4%
Goldman Sachs
31
Goldman Sachs
New York
$1.17M +$777K +13,827 +231%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.02M -$53.8K -957 -5%
OFG
33
OmniStar Financial Group
North Carolina
$1.01M -$275K -4,885 -22%
GEA
34
Glen Eagle Advisors
New Jersey
$994K -$230K -4,095 -20%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$954K -$1.16M -20,647 -56%
Mariner
36
Mariner
Kansas
$885K -$62.3K -1,108 -7%
PP
37
Prudential plc
United Kingdom
$847K -$77.8K -1,385 -9%
LJAC
38
L.J. Altfest & Co
New York
$812K -$4.95K -88 -0.6%
HighTower Advisors
39
HighTower Advisors
Illinois
$764K
PCIA
40
Prime Capital Investment Advisors
Kansas
$758K +$302K +5,378 +72%
RWP
41
RWA Wealth Partners
Massachusetts
$705K -$162K -2,874 -19%
GCIM
42
Gunn & Company Investment Management
Florida
$688K -$13.8M -246,081 -95%
HCM
43
Howard Capital Management
Georgia
$676K +$644K +11,465 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$667K +$49.2K +876 +8%
CAN
45
Cetera Advisor Networks
California
$623K +$52.4K +932 +10%
TWD
46
True Wealth Design
Ohio
$603K -$23.2K -413 -4%
BHPW
47
Beverly Hills Private Wealth
California
$530K +$133K +2,370 +36%
HPM
48
Hoxton Planning & Management
West Virginia
$397K +$112 +2 +0%
AB
49
Atlas Brown
Kentucky
$384K +$32.9K +586 +10%
KPWS
50
Kestra Private Wealth Services
Texas
$351K -$66.2K -1,177 -17%