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Fidelity Quality Factor ETF

96 hedge funds and large institutions have $852M invested in Fidelity Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9296 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $894M → $852M (-$41.5M)

2.82% less ownership

Funds ownership: 83.62%80.8% (-2.8%)

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
Biondo Investment Advisors
Pennsylvania
$1.7M +$63.4K +1,015 +4%
NA
27
NewEdge Advisors
Louisiana
$1.68M -$389K -6,230 -19%
MAS
28
Madden Advisory Services
Florida
$1.65M +$139K +2,225 +10%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.6M +$1.54M +24,700 New
KPWS
30
Kestra Private Wealth Services
Texas
$1.51M +$1.08M +17,298 +291%
Cerity Partners
31
Cerity Partners
New York
$1.44M +$74.9K +1,199 +6%
Lido Advisors
32
Lido Advisors
California
$1.43M -$24.9K -398 -2%
OFG
33
OmniStar Financial Group
North Carolina
$1.37M +$144K +2,312 +12%
IAA
34
Independent Advisor Alliance
North Carolina
$1.19M -$102K -1,631 -8%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.15M +$83.8K +1,341 +8%
Mariner
36
Mariner
Kansas
$1M +$19.4K +311 +2%
AWS
37
Atria Wealth Solutions
New York
$996K +$214K +3,432 +29%
BRWA
38
B. Riley Wealth Advisors
Florida
$956K +$61K +976 +7%
GEA
39
Glen Eagle Advisors
New Jersey
$944K -$101K -1,612 -10%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$853K +$313K +5,010 +62%
FTDI
41
First Trust Direct Indexing
Massachusetts
$831K +$80.8K +1,294 +11%
JWCA
42
J.W. Cole Advisors
Florida
$828K +$384K +6,145 +93%
HighTower Advisors
43
HighTower Advisors
Illinois
$808K -$49.7K -795 -6%
PCIA
44
Prime Capital Investment Advisors
Kansas
$798K +$84.7K +1,355 +12%
QWP
45
Quotient Wealth Partners
Texas
$768K +$65.3K +1,045 +10%
HGA
46
Hobbs Group Advisors
South Carolina
$768K +$312 +5 +0%
RWP
47
RWA Wealth Partners
Massachusetts
$753K -$13.7K -220 -2%
GCIM
48
Gunn & Company Investment Management
Florida
$727K -$14.9M -238,820 -96%
FIM
49
FWL Investment Management
Texas
$630K +$592K +9,471 +3,946%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$605K -$5.68K -91 -1%