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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

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.

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
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
OWM
2
Orgel Wealth Management
Wisconsin
$120M
3
BFG
3
Beacon Financial Group
Texas
$11.1M
4
KAS
4
Kestra Advisory Services
Texas
$30.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.49M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$688K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.43M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.77M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
26
Biondo Investment Advisors
Pennsylvania
$1.45M 24,676 +1,675 +7%
Lido Advisors
27
Lido Advisors
California
$1.35M 22,978 +208 +0.9%
MAS
28
Madden Advisory Services
Florida
$1.29M 21,866 +1,039 +5%
Cerity Partners
29
Cerity Partners
New York
$1.26M 21,336 -1,452 -6%
IAA
30
Independent Advisor Alliance
North Carolina
$1.18M 20,000 -791 -4%
Goldman Sachs
31
Goldman Sachs
New York
$1.17M 19,806 +13,827 +231%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.02M 17,270 -957 -5%
OFG
33
OmniStar Financial Group
North Carolina
$1.01M 17,053 -4,885 -22%
GEA
34
Glen Eagle Advisors
New Jersey
$994K 16,867 -4,095 -20%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$954K 16,193 -20,647 -56%
Mariner
36
Mariner
Kansas
$885K 15,018 -1,108 -7%
PP
37
Prudential plc
United Kingdom
$847K 14,368 -1,385 -9%
LJAC
38
L.J. Altfest & Co
New York
$812K 13,768 -88 -0.6%
HighTower Advisors
39
HighTower Advisors
Illinois
$764K 12,933 – –
PCIA
40
Prime Capital Investment Advisors
Kansas
$758K 12,856 +5,378 +72%
RWP
41
RWA Wealth Partners
Massachusetts
$705K 11,960 -2,874 -19%
GCIM
42
Gunn & Company Investment Management
Florida
$688K 11,667 -246,081 -95%
HCM
43
Howard Capital Management
Georgia
$676K 11,465 +11,465 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$667K 11,313 +876 +8%
CAN
45
Cetera Advisor Networks
California
$623K 10,566 +932 +10%
TWD
46
True Wealth Design
Ohio
$603K 10,231 -413 -4%
BHPW
47
Beverly Hills Private Wealth
California
$530K 9,000 +2,370 +36%
HPM
48
Hoxton Planning & Management
West Virginia
$397K 6,737 +2 +0%
AB
49
Atlas Brown
Kentucky
$384K 6,519 +586 +10%
KPWS
50
Kestra Private Wealth Services
Texas
$351K 5,950 -1,177 -17%
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