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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

67 hedge funds and large institutions have $189M invested in Fidelity Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLR
1
Great Lakes Retirement
Ohio
$16.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$25.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$48.9M
4
NA
4
NewEdge Advisors
Louisiana
$1.55M
5
Cerity Partners
5
Cerity Partners
New York
$1.31M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
Jane Street
2
Jane Street
New York
$0
3
BFA
3
BMS Financial Advisors
South Dakota
$286K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$894K
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
51
Almanack Investment Partners
Pennsylvania
$226K 4,462 +1 +0%
WCG
52
Weaver Consulting Group
California
$209K 4,131 +4,131 New
SWM
53
Spire Wealth Management
Virginia
$138K 2,728 +267 +11%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$114K 2,248 – –
TWC
55
TD Waterhouse Canada
Ontario, Canada
$96.1K 1,900 – –
IA
56
IFP Advisors
Florida
$49.9K 987 -587 -37%
HS
57
Horan Securities
United States
$29.5K 584 +3 +0.5%
HF
58
Halpern Financial
Virginia
$25.3K 500 +500 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$24.6K 487 +487 New
SPIA
60
Steward Partners Investment Advisory
New York
$24.5K 485 – –
NFSG
61
Newbridge Financial Services Group
Florida
$19.5K 385 – –
UBS Group
62
UBS Group
Switzerland
$11.8K 233 -138 -37%
LOIP
63
Live Oak Investment Partners
Texas
– – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$4.8K 95 – –
JWA
65
JFS Wealth Advisors
Pennsylvania
$3.43K 68 +68 New
GRP
66
Global Retirement Partners
California
$2.32K 46 – –
ACA
67
Aptus Capital Advisors
Alabama
$1.97K 39 +39 New
CFD
68
Creative Financial Designs
Indiana
$556 11 – –
Wells Fargo
69
Wells Fargo
California
– – – –
Jane Street
70
Jane Street
New York
– – -28,952 Closed
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
– – -10,917 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– – -5,078 Closed
TC
73
TownSquare Capital
Utah
– – -4,852 Closed
CFO
74
Colony Family Offices
North Carolina
– – -4,352 Closed
ASN
75
Advisory Services Network
Georgia
– – -2,273 Closed
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