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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

81 hedge funds and large institutions have $677M invested in Fidelity Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
27
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
OWM
2
Orgel Wealth Management
Wisconsin
$120M
3
BFG
3
Beacon Financial Group
Texas
$11.1M
4
KAS
4
Kestra Advisory Services
Texas
$30.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.49M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$688K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.43M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.77M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
51
Navalign LLC
California
$332K -$149K -2,534 -31%
AIP
52
Almanack Investment Partners
Pennsylvania
$312K +$52.6K +893 +20%
BFA
53
Beaumont Financial Advisors
Massachusetts
$300K +$300K +5,095 New
TWC
54
TD Waterhouse Canada
Ontario, Canada
$283K – – –
AWS
55
Atria Wealth Solutions
New York
$270K -$11.6K -196 -4%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$267K -$1.36K -23 -0.5%
Jane Street
57
Jane Street
New York
$254K +$254K +4,314 New
SPC
58
Sigma Planning Corp
Michigan
$248K +$10.3K +175 +4%
CT
59
Colonial Trust
South Carolina
$225K -$136K -2,316 -38%
WCG
60
Weaver Consulting Group
California
$221K – – –
PCM
61
Parsons Capital Management
Rhode Island
$217K – – –
CFO
62
Colony Family Offices
North Carolina
$217K -$2.18K -37 -1%
CF
63
Centaurus Financial
California
$216K -$72.5K -1,229 -25%
TCM
64
TD Capital Management
Tennessee
$213K +$589 +10 +0.3%
JIC
65
Johnson Investment Counsel
Ohio
$205K +$205K +3,479 New
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$202K +$202K +3,434 New
SWM
67
Spire Wealth Management
Virginia
$160K – – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$132K – – –
CAM
69
Creekmur Asset Management
Illinois
$69.9K -$30.2K -512 -30%
PS
70
Principal Securities
Iowa
$58.5K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$46.7K +$472 +8 +1%
HF
72
Halpern Financial
Virginia
$46.7K – – –
IA
73
IFP Advisors
Florida
$43K – – –
CAM
74
Clarity Asset Management
Iowa
$24.6K +$59 +1 +0.2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$17.7K +$5.9K +100 +50%
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