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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

92 hedge funds and large institutions have $894M invested in Fidelity Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$523M
2
GCIM
2
Gunn & Company Investment Management
Florida
$15.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$69.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.44M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$2.19M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.63M
2
OWM
2
Orgel Wealth Management
Wisconsin
$116M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.06M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
SOS
5
Silver Oak Securities
Tennessee
$471K
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$582K 9,493 +4,643 +96%
LJAC
52
L.J. Altfest & Co
New York
$531K 8,663 -5,105 -37%
TWD
53
True Wealth Design
Ohio
$505K 8,236 -1,995 -19%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$498K 8,129 +4,695 +137%
SOS
55
Silver Oak Securities
Tennessee
$471K 7,678 -29,133 -79%
AB
56
Atlas Brown
Kentucky
$457K 7,448 +929 +14%
HPM
57
Hoxton Planning & Management
West Virginia
$413K 6,737 – –
JWCA
58
J.W. Cole Advisors
Florida
$406K 6,615 +6,615 New
CT
59
Colonial Trust
South Carolina
$378K 6,154 +2,321 +61%
KPWS
60
Kestra Private Wealth Services
Texas
$365K 5,953 +3 +0.1%
Goldman Sachs
61
Goldman Sachs
New York
$331K 5,404 -14,402 -73%
AA
62
Axiom Advisory
California
$328K 5,576 +5,576 New
AIP
63
Almanack Investment Partners
Pennsylvania
$324K 5,288 +1 +0%
MCM
64
MV Capital Management
Maryland
$258K 4,209 +4,209 New
SPC
65
Sigma Planning Corp
Michigan
$249K 4,058 -141 -3%
PCM
66
Parsons Capital Management
Rhode Island
$232K 3,785 +100 +3%
WCG
67
Weaver Consulting Group
California
$230K 3,757 – –
TCM
68
TD Capital Management
Tennessee
$222K 3,618 +10 +0.3%
CFO
69
Colony Family Offices
North Carolina
$220K 3,588 -96 -3%
HWMG
70
Hurlow Wealth Management Group
Indiana
$214K 3,488 +3,488 New
JIC
71
Johnson Investment Counsel
Ohio
$210K 3,430 -49 -1%
SWM
72
Spire Wealth Management
Virginia
$166K 2,708 – –
CF
73
Centaurus Financial
California
$158K 2,573 -1,088 -30%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$138K 2,248 – –
UBS Group
75
UBS Group
Switzerland
$68.2K 1,112 +1,112 New
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