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Fidelity Quality Factor ETF

73 hedge funds and large institutions have $255M invested in Fidelity Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

38% more capital invested

Capital invested by funds: $185M → $255M (+$70.1M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7.95% more ownership

Funds ownership: 58.73%66.68% (+7.9%)

3% more funds holding

Funds holding: 7173 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
30
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$266K +$2.77K +54 +1%
AWS
52
Atria Wealth Solutions
New York
$260K +$358 +7 +0.1%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$259K +$151K +2,950 +155%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$247K +$233K +4,545 New
AIP
55
Almanack Investment Partners
Pennsylvania
$239K -$3.53K -69 -2%
SPC
56
Sigma Planning Corp
Michigan
$219K -$204K -3,982 -50%
WCG
57
Weaver Consulting Group
California
$204K +$192K +3,757 New
CFO
58
Colony Family Offices
North Carolina
$202K +$191K +3,721 New
PCM
59
Parsons Capital Management
Rhode Island
$200K +$189K +3,685 New
TCM
60
TD Capital Management
Tennessee
$195K +$39.9K +779 +28%
SWM
61
Spire Wealth Management
Virginia
$149K -$1.02K -20 -0.7%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$122K
CAM
63
Creekmur Asset Management
Illinois
$92.2K +$86.9K +1,697 New
PS
64
Principal Securities
Iowa
$53.9K +$50.8K +992 New
CWP
65
Concord Wealth Partners
Virginia
$50.3K +$47.4K +925 New
HF
66
Halpern Financial
Virginia
$42.8K
SPIA
67
Steward Partners Investment Advisory
New York
$42.7K
IA
68
IFP Advisors
Florida
$39.6K
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$37K -$7.17K -140 -0.4%
CAM
70
Clarity Asset Management
Iowa
$22.6K +$21.3K +416 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$10.4K
LOIP
72
Live Oak Investment Partners
Texas
$9.46K
CFGS
73
Concourse Financial Group Securities
Alabama
$5.16K
CFD
74
Creative Financial Designs
Indiana
$602
Wells Fargo
75
Wells Fargo
California
$26