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Fidelity Quality Factor ETF

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.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

32% more capital invested

Capital invested by funds: $677M → $894M (+$217M)

14% more funds holding

Funds holding: 8192 (+11)

2.49% more ownership

Funds ownership: 81.13%83.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.33%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
51
TD Waterhouse Canada
Ontario, Canada
$582K +$273K +4,643 +96%
LJAC
52
L.J. Altfest & Co
New York
$531K -$300K -5,105 -37%
TWD
53
True Wealth Design
Ohio
$505K -$117K -1,995 -19%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$498K +$276K +4,695 +137%
SOS
55
Silver Oak Securities
Tennessee
$471K -$1.71M -29,133 -79%
AB
56
Atlas Brown
Kentucky
$457K +$54.6K +929 +14%
HPM
57
Hoxton Planning & Management
West Virginia
$413K
JWCA
58
J.W. Cole Advisors
Florida
$406K +$389K +6,615 New
CT
59
Colonial Trust
South Carolina
$378K +$136K +2,321 +61%
KPWS
60
Kestra Private Wealth Services
Texas
$365K +$176 +3 +0.1%
Goldman Sachs
61
Goldman Sachs
New York
$331K -$846K -14,402 -73%
AA
62
Axiom Advisory
California
$328K +$328K +5,576 New
AIP
63
Almanack Investment Partners
Pennsylvania
$324K +$59 +1 +0%
MCM
64
MV Capital Management
Maryland
$258K +$247K +4,209 New
SPC
65
Sigma Planning Corp
Michigan
$249K -$8.28K -141 -3%
PCM
66
Parsons Capital Management
Rhode Island
$232K +$5.87K +100 +3%
WCG
67
Weaver Consulting Group
California
$230K
TCM
68
TD Capital Management
Tennessee
$222K +$587 +10 +0.3%
CFO
69
Colony Family Offices
North Carolina
$220K -$5.64K -96 -3%
HWMG
70
Hurlow Wealth Management Group
Indiana
$214K +$205K +3,488 New
JIC
71
Johnson Investment Counsel
Ohio
$210K -$2.88K -49 -1%
SWM
72
Spire Wealth Management
Virginia
$166K
CF
73
Centaurus Financial
California
$158K -$63.9K -1,088 -30%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$138K
UBS Group
75
UBS Group
Switzerland
$68.2K +$65.3K +1,112 New