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Fidelity Quality Factor ETF

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1.12% more ownership

Funds ownership: 55.55%56.67% (+1.1%)

4% more capital invested

Capital invested by funds: $144M → $150M (+$6.07M)

2% less funds holding

Funds holding: 6463 (-1)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
51
TD Waterhouse Canada
Ontario, Canada
$90.5K
IA
52
IFP Advisors
Florida
$51.4K -$41.6K -898 -36%
AAS
53
Ameritas Advisory Services
Nebraska
$28.8K +$28.1K +607 New
HS
54
Horan Securities
United States
$27.6K +$26.9K +581 New
SPIA
55
Steward Partners Investment Advisory
New York
$23K
NFSG
56
Newbridge Financial Services Group
Florida
$18.3K
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$18K -$851K -18,355 -98%
UBS Group
58
UBS Group
Switzerland
$17.6K -$73.1K -1,577 -81%
LOIP
59
Live Oak Investment Partners
Texas
$8.26K
CFGS
60
Concourse Financial Group Securities
Alabama
$4.51K
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.13K -$11M -237,850 -73%
GRP
62
Global Retirement Partners
California
$2.15K
VWM
63
Venturi Wealth Management
Texas
$2.14K +$2.09K +45 New
CFD
64
Creative Financial Designs
Indiana
$522 +$510 +11 New
Wells Fargo
65
Wells Fargo
California
$22 -$167K -3,601 Closed
CG
66
CFO4Life Group
Texas
-$3.39M -76,347 Closed
OMC
67
Old Mission Capital
Illinois
-$2.99M -67,274 Closed
BIP
68
Blueprint Investment Partners
North Carolina
-$946K -21,316 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$520K -11,702 Closed
PMFA
70
Plante Moran Financial Advisors
Michigan
-$36.7K -827 Closed
BAAM
71
Baker Avenue Asset Management
California
-$28.3K -638 Closed
BlackRock
72
BlackRock
New York
-$481 -11 Closed