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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

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.

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.39%
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
–

Top Buyers

1
HPA
1
High Probability Advisors
New York
$17.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.13M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.15M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.51M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$63.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$529M
3
GCIM
3
Gunn & Company Investment Management
Florida
$727K
4
CNC
4
Citizens & Northern Corp
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$71.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
26
Biondo Investment Advisors
Pennsylvania
$1.7M 26,161 +1,015 +4%
NA
27
NewEdge Advisors
Louisiana
$1.68M 25,866 -6,230 -19%
MAS
28
Madden Advisory Services
Florida
$1.65M 25,379 +2,225 +10%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.6M 24,700 +24,700 New
KPWS
30
Kestra Private Wealth Services
Texas
$1.51M 23,251 +17,298 +291%
Cerity Partners
31
Cerity Partners
New York
$1.44M 22,187 +1,199 +6%
Lido Advisors
32
Lido Advisors
California
$1.43M 21,988 -398 -2%
OFG
33
OmniStar Financial Group
North Carolina
$1.37M 20,964 +2,312 +12%
IAA
34
Independent Advisor Alliance
North Carolina
$1.19M 18,394 -1,631 -8%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.15M 17,866 +1,341 +8%
Mariner
36
Mariner
Kansas
$1M 15,413 +311 +2%
AWS
37
Atria Wealth Solutions
New York
$996K 15,347 +3,432 +29%
BRWA
38
B. Riley Wealth Advisors
Florida
$956K 14,756 +976 +7%
GEA
39
Glen Eagle Advisors
New Jersey
$944K 14,539 -1,612 -10%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$853K 13,139 +5,010 +62%
FTDI
41
First Trust Direct Indexing
Massachusetts
$831K 12,801 +1,294 +11%
JWCA
42
J.W. Cole Advisors
Florida
$828K 12,760 +6,145 +93%
HighTower Advisors
43
HighTower Advisors
Illinois
$808K 12,447 -795 -6%
PCIA
44
Prime Capital Investment Advisors
Kansas
$798K 12,298 +1,355 +12%
QWP
45
Quotient Wealth Partners
Texas
$768K 11,829 +1,045 +10%
HGA
46
Hobbs Group Advisors
South Carolina
$768K 11,828 +5 +0%
RWP
47
RWA Wealth Partners
Massachusetts
$753K 11,599 -220 -2%
GCIM
48
Gunn & Company Investment Management
Florida
$727K 11,209 -238,820 -96%
FIM
49
FWL Investment Management
Texas
$630K 9,711 +9,471 +3,946%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$605K 9,402 -91 -1%
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