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Fidelity Quality Factor ETF

108 hedge funds and large institutions have $857M invested in Fidelity Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

13% more funds holding

Funds holding: 96108 (+12)

1% more capital invested

Capital invested by funds: $852M → $857M (+$4.5M)

0.24% less ownership

Funds ownership: 80.8%80.55% (-0.24%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
41
Reduced
35
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.74M -$414K -6,231 -19%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$90.9K -1,368 -5%
MAS
28
Madden Advisory Services
Florida
$1.7M +$38.8K +584 +2%
BIA
29
Biondo Investment Advisors
Pennsylvania
$1.68M -$30.6K -460 -2%
NA
30
NewEdge Advisors
Louisiana
$1.65M -$46.3K -697 -3%
Cerity Partners
31
Cerity Partners
New York
$1.39M -$58.5K -881 -4%
Lido Advisors
32
Lido Advisors
California
$1.39M -$52.4K -789 -4%
PAS
33
PKS Advisory Services
New York
$1.29M +$1.31M +19,655 New
Two Sigma Investments
34
Two Sigma Investments
New York
$1.24M -$379K -5,700 -23%
IAA
35
Independent Advisor Alliance
North Carolina
$1.22M +$13.1K +197 +1%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$1.2M +$346K +5,206 +40%
AWS
37
Atria Wealth Solutions
New York
$1.18M +$180K +2,713 +18%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.16M -$6.44K -97 -0.5%
Mariner
39
Mariner
Kansas
$1.03M +$17.1K +258 +2%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.02M +$1.04M +15,660 New
BRWA
41
B. Riley Wealth Advisors
Florida
$1.02M +$55.1K +830 +6%
EE
42
EWG Elevate
California
$971K +$986K +14,840 New
GEA
43
Glen Eagle Advisors
New Jersey
$919K -$32.3K -487 -3%
PCIA
44
Prime Capital Investment Advisors
Kansas
$852K +$47.8K +719 +6%
VA
45
Valmark Advisers
Ohio
$820K +$411K +6,186 +98%
QWP
46
Quotient Wealth Partners
Texas
$801K +$27.1K +408 +3%
HGA
47
Hobbs Group Advisors
South Carolina
$774K +$399 +6 +0.1%
FFS
48
Flavin Financial Services
Florida
$766K +$777K +11,702 New
HighTower Advisors
49
HighTower Advisors
Illinois
$755K -$60.6K -912 -7%
Jane Street
50
Jane Street
New York
$685K +$695K +10,462 New