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Fidelity Quality Factor ETF

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.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

32% more capital invested

Capital invested by funds: $677M → $894M (+$217M)

14% more funds holding

Funds holding: 8192 (+11)

2.49% more ownership

Funds ownership: 81.13%83.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.33%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$16.5K +281 +1%
BIA
27
Biondo Investment Advisors
Pennsylvania
$1.54M +$27.6K +470 +2%
MAS
28
Madden Advisory Services
Florida
$1.42M +$75.7K +1,288 +6%
Lido Advisors
29
Lido Advisors
California
$1.37M -$34.8K -592 -3%
Cerity Partners
30
Cerity Partners
New York
$1.29M -$20.4K -348 -2%
IAA
31
Independent Advisor Alliance
North Carolina
$1.23M +$1.47K +25 +0.1%
OFG
32
OmniStar Financial Group
North Carolina
$1.14M +$93.9K +1,599 +9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.06M -$2.47M -41,970 -71%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.01M +$19.5K +332 +2%
GEA
35
Glen Eagle Advisors
New Jersey
$990K -$42.1K -716 -4%
Mariner
36
Mariner
Kansas
$926K +$4.93K +84 +0.6%
HFA
37
Hershey Financial Advisers
Pennsylvania
$901K +$863K +14,689 New
BRWA
38
B. Riley Wealth Advisors
Florida
$845K +$809K +13,780 New
PP
39
Prudential plc
United Kingdom
$838K -$41.1K -700 -5%
HighTower Advisors
40
HighTower Advisors
Illinois
$813K +$18.1K +309 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$811K +$113K +1,917 +17%
HCM
42
Howard Capital Management
Georgia
$757K +$51.8K +882 +8%
AWS
43
Atria Wealth Solutions
New York
$731K +$430K +7,328 +160%
HGA
44
Hobbs Group Advisors
South Carolina
$725K +$694K +11,823 New
RWP
45
RWA Wealth Partners
Massachusetts
$725K -$8.28K -141 -1%
Jane Street
46
Jane Street
New York
$710K +$427K +7,269 +168%
FTDI
47
First Trust Direct Indexing
Massachusetts
$706K +$676K +11,507 New
PCIA
48
Prime Capital Investment Advisors
Kansas
$671K -$112K -1,913 -15%
QWP
49
Quotient Wealth Partners
Texas
$661K +$633K +10,784 New
BHPW
50
Beverly Hills Private Wealth
California
$643K +$87.1K +1,483 +16%