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Fidelity Quality Factor ETF

96 hedge funds and large institutions have $852M invested in Fidelity Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9296 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $894M → $852M (-$41.5M)

2.82% less ownership

Funds ownership: 83.62%80.8% (-2.8%)

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
51
L.J. Altfest & Co
New York
$547K -$14.7K -236 -3%
SOS
52
Silver Oak Securities
Tennessee
$504K +$8K +128 +2%
AB
53
Atlas Brown
Kentucky
$483K -$562 -9 -0.1%
BHPW
54
Beverly Hills Private Wealth
California
$474K -$199K -3,184 -30%
CFO
55
Colony Family Offices
North Carolina
$471K +$230K +3,675 +102%
HPM
56
Hoxton Planning & Management
West Virginia
$437K
VA
57
Valmark Advisers
Ohio
$411K +$396K +6,340 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$398K -$692K -11,074 -64%
AA
59
Axiom Advisory
California
$355K +$7.5K +120 +2%
SPC
60
Sigma Planning Corp
Michigan
$346K +$79.1K +1,266 +31%
AIP
61
Almanack Investment Partners
Pennsylvania
$343K
TWD
62
True Wealth Design
Ohio
$284K -$241K -3,863 -47%
MCM
63
MV Capital Management
Maryland
$273K
BFA
64
Beaumont Financial Advisors
Massachusetts
$255K +$246K +3,935 New
CT
65
Colonial Trust
South Carolina
$246K -$146K -2,339 -38%
PCM
66
Parsons Capital Management
Rhode Island
$246K
WCG
67
Weaver Consulting Group
California
$244K
TCM
68
TD Capital Management
Tennessee
$236K +$687 +11 +0.3%
HWMG
69
Hurlow Wealth Management Group
Indiana
$226K
JIC
70
Johnson Investment Counsel
Ohio
$223K +$562 +9 +0.3%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$209K +$202K +3,227 New
UBS Group
72
UBS Group
Switzerland
$179K +$103K +1,653 +149%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$168K +$161K +2,583 New
CF
74
Centaurus Financial
California
$159K -$7.62K -122 -5%
SWM
75
Spire Wealth Management
Virginia
$158K -$17.5K -280 -10%