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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

71 hedge funds and large institutions have $185M invested in Fidelity Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
KAS
2
Kestra Advisory Services
Texas
$16.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.96M
4
NL
4
Navalign LLC
California
$1.09M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.82M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.7M
3
LI
3
LVZ Inc
Michigan
$0
4
KWA
4
KCS Wealth Advisory
California
$1.5M
5
GLR
5
Great Lakes Retirement
Ohio
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
51
Atlas Brown
Kentucky
$288K 5,850 +1,232 +27%
TP
52
Tranquility Partners
Tennessee
$248K 5,026 +5,026 New
CF
53
Centaurus Financial
California
$238K 4,836 +35 +0.7%
AWS
54
Atria Wealth Solutions
New York
$235K 4,776 +96 +2%
AIP
55
Almanack Investment Partners
Pennsylvania
$220K 4,463 +1 +0%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$153K 3,112 -2,167 -41%
TCM
57
TD Capital Management
Tennessee
$139K 2,819 +2,819 New
SWM
58
Spire Wealth Management
Virginia
$134K 2,728 – –
CT
59
Colonial Trust
South Carolina
$113K 2,207 -3,563 -62%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$111K 2,248 – –
TWC
61
TD Waterhouse Canada
Ontario, Canada
$93.4K 1,900 – –
HF
62
Halpern Financial
Virginia
$39.4K 800 +300 +60%
SPIA
63
Steward Partners Investment Advisory
New York
$38.7K 785 +300 +62%
IA
64
IFP Advisors
Florida
$35.9K 729 -258 -26%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$10.3K 200 +200 New
LOIP
66
Live Oak Investment Partners
Texas
– – – –
NS
67
NBC Securities
Alabama
$8K 165 +165 New
CFGS
68
Concourse Financial Group Securities
Alabama
$4.68K 95 – –
JWA
69
JFS Wealth Advisors
Pennsylvania
$3.36K 68 – –
UBS Group
70
UBS Group
Switzerland
$2.42K 49 -184 -79%
GRP
71
Global Retirement Partners
California
$2.25K 46 – –
CFD
72
Creative Financial Designs
Indiana
$544 11 – –
Wells Fargo
73
Wells Fargo
California
– – – –
LI
74
LVZ Inc
Michigan
– – -52,301 Closed
Goldman Sachs
75
Goldman Sachs
New York
– – -6,272 Closed
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