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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

92 hedge funds and large institutions have $894M invested in Fidelity Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$523M
2
GCIM
2
Gunn & Company Investment Management
Florida
$15.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$69.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.44M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$2.19M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.63M
2
OWM
2
Orgel Wealth Management
Wisconsin
$116M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.06M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
SOS
5
Silver Oak Securities
Tennessee
$471K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.56M 25,460 +281 +1%
BIA
27
Biondo Investment Advisors
Pennsylvania
$1.54M 25,146 +470 +2%
MAS
28
Madden Advisory Services
Florida
$1.42M 23,154 +1,288 +6%
Lido Advisors
29
Lido Advisors
California
$1.37M 22,386 -592 -3%
Cerity Partners
30
Cerity Partners
New York
$1.29M 20,988 -348 -2%
IAA
31
Independent Advisor Alliance
North Carolina
$1.23M 20,025 +25 +0.1%
OFG
32
OmniStar Financial Group
North Carolina
$1.14M 18,652 +1,599 +9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.06M 17,220 -41,970 -71%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.01M 16,525 +332 +2%
GEA
35
Glen Eagle Advisors
New Jersey
$990K 16,151 -716 -4%
Mariner
36
Mariner
Kansas
$926K 15,102 +84 +0.6%
HFA
37
Hershey Financial Advisers
Pennsylvania
$901K 14,689 +14,689 New
BRWA
38
B. Riley Wealth Advisors
Florida
$845K 13,780 +13,780 New
PP
39
Prudential plc
United Kingdom
$838K 13,668 -700 -5%
HighTower Advisors
40
HighTower Advisors
Illinois
$813K 13,242 +309 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$811K 13,230 +1,917 +17%
HCM
42
Howard Capital Management
Georgia
$757K 12,347 +882 +8%
AWS
43
Atria Wealth Solutions
New York
$731K 11,915 +7,328 +160%
HGA
44
Hobbs Group Advisors
South Carolina
$725K 11,823 +11,823 New
RWP
45
RWA Wealth Partners
Massachusetts
$725K 11,819 -141 -1%
Jane Street
46
Jane Street
New York
$710K 11,583 +7,269 +168%
FTDI
47
First Trust Direct Indexing
Massachusetts
$706K 11,507 +11,507 New
PCIA
48
Prime Capital Investment Advisors
Kansas
$671K 10,943 -1,913 -15%
QWP
49
Quotient Wealth Partners
Texas
$661K 10,784 +10,784 New
BHPW
50
Beverly Hills Private Wealth
California
$643K 10,483 +1,483 +16%
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