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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

107 hedge funds and large institutions have $856M 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.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% 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
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$4.53M
2
KAS
2
Kestra Advisory Services
Texas
$35.4M
3
KPWS
3
Kestra Private Wealth Services
Texas
$2.88M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.02M
5
EE
5
EWG Elevate
California
$971K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$521M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$630K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.5M
4
OWM
4
Orgel Wealth Management
Wisconsin
$63.1M
5
Bank of America
5
Bank of America
North Carolina
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.74M 26,520 -6,231 -19%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.73M 26,501 -1,368 -5%
MAS
28
Madden Advisory Services
Florida
$1.7M 25,963 +584 +2%
BIA
29
Biondo Investment Advisors
Pennsylvania
$1.68M 25,701 -460 -2%
NA
30
NewEdge Advisors
Louisiana
$1.65M 25,169 -697 -3%
Cerity Partners
31
Cerity Partners
New York
$1.39M 21,306 -881 -4%
Lido Advisors
32
Lido Advisors
California
$1.39M 21,199 -789 -4%
PAS
33
PKS Advisory Services
New York
$1.29M 19,655 +19,655 New
Two Sigma Investments
34
Two Sigma Investments
New York
$1.24M 19,000 -5,700 -23%
IAA
35
Independent Advisor Alliance
North Carolina
$1.22M 18,591 +197 +1%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$1.2M 18,345 +5,206 +40%
AWS
37
Atria Wealth Solutions
New York
$1.18M 18,060 +2,713 +18%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.16M 17,769 -97 -0.5%
Mariner
39
Mariner
Kansas
$1.03M 15,671 +258 +2%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.02M 15,660 +15,660 New
BRWA
41
B. Riley Wealth Advisors
Florida
$1.02M 15,586 +830 +6%
EE
42
EWG Elevate
California
$971K 14,840 +14,840 New
GEA
43
Glen Eagle Advisors
New Jersey
$919K 14,052 -487 -3%
PCIA
44
Prime Capital Investment Advisors
Kansas
$852K 13,017 +719 +6%
VA
45
Valmark Advisers
Ohio
$820K 12,526 +6,186 +98%
QWP
46
Quotient Wealth Partners
Texas
$801K 12,237 +408 +3%
HGA
47
Hobbs Group Advisors
South Carolina
$774K 11,834 +6 +0.1%
FFS
48
Flavin Financial Services
Florida
$766K 11,702 +11,702 New
HighTower Advisors
49
HighTower Advisors
Illinois
$755K 11,535 -912 -7%
Jane Street
50
Jane Street
New York
$685K 10,462 +10,462 New
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