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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

63 hedge funds and large institutions have $150M invested in Fidelity Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$18M
3
KAS
3
Kestra Advisory Services
Texas
$15.8M
4
LI
4
LVZ Inc
Michigan
$2.49M
5
BFA
5
BMS Financial Advisors
South Dakota
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.88M
2
CG
2
CFO4Life Group
Texas
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
BIP
4
Blueprint Investment Partners
North Carolina
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18K
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$90.5K 1,900 – –
IA
52
IFP Advisors
Florida
$51.4K 1,574 -898 -36%
AAS
53
Ameritas Advisory Services
Nebraska
$28.8K 607 +607 New
HS
54
Horan Securities
United States
$27.6K 581 +581 New
SPIA
55
Steward Partners Investment Advisory
New York
$23K 485 – –
NFSG
56
Newbridge Financial Services Group
Florida
$18.3K 385 – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$18K 386 -18,355 -98%
UBS Group
58
UBS Group
Switzerland
$17.6K 371 -1,577 -81%
LOIP
59
Live Oak Investment Partners
Texas
– – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$4.51K 95 – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.13K 87,106 -237,850 -73%
GRP
62
Global Retirement Partners
California
$2.15K 46 – –
VWM
63
Venturi Wealth Management
Texas
$2.14K 45 +45 New
CFD
64
Creative Financial Designs
Indiana
$522 11 +11 New
Wells Fargo
65
Wells Fargo
California
– – -3,601 Closed
CG
66
CFO4Life Group
Texas
– – -76,347 Closed
OMC
67
Old Mission Capital
Illinois
– – -67,274 Closed
BIP
68
Blueprint Investment Partners
North Carolina
– – -21,316 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– – -11,702 Closed
PMFA
70
Plante Moran Financial Advisors
Michigan
– – -827 Closed
BAAM
71
Baker Avenue Asset Management
California
– – -638 Closed
BlackRock
72
BlackRock
New York
– – -11 Closed
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