FQAL icon

Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

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.

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.39%
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
–

Top Buyers

1
HPA
1
High Probability Advisors
New York
$17.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.13M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.15M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.51M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$63.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$529M
3
GCIM
3
Gunn & Company Investment Management
Florida
$727K
4
CNC
4
Citizens & Northern Corp
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$71.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LJAC
51
L.J. Altfest & Co
New York
$547K 8,427 -236 -3%
SOS
52
Silver Oak Securities
Tennessee
$504K 7,806 +128 +2%
AB
53
Atlas Brown
Kentucky
$483K 7,439 -9 -0.1%
BHPW
54
Beverly Hills Private Wealth
California
$474K 7,299 -3,184 -30%
CFO
55
Colony Family Offices
North Carolina
$471K 7,263 +3,675 +102%
HPM
56
Hoxton Planning & Management
West Virginia
$437K 6,737 – –
VA
57
Valmark Advisers
Ohio
$411K 6,340 +6,340 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$398K 6,146 -11,074 -64%
AA
59
Axiom Advisory
California
$355K 5,696 +120 +2%
SPC
60
Sigma Planning Corp
Michigan
$346K 5,324 +1,266 +31%
AIP
61
Almanack Investment Partners
Pennsylvania
$343K 5,288 – –
TWD
62
True Wealth Design
Ohio
$284K 4,373 -3,863 -47%
MCM
63
MV Capital Management
Maryland
$273K 4,209 – –
BFA
64
Beaumont Financial Advisors
Massachusetts
$255K 3,935 +3,935 New
CT
65
Colonial Trust
South Carolina
$246K 3,815 -2,339 -38%
PCM
66
Parsons Capital Management
Rhode Island
$246K 3,785 – –
WCG
67
Weaver Consulting Group
California
$244K 3,757 – –
TCM
68
TD Capital Management
Tennessee
$236K 3,629 +11 +0.3%
HWMG
69
Hurlow Wealth Management Group
Indiana
$226K 3,488 – –
JIC
70
Johnson Investment Counsel
Ohio
$223K 3,439 +9 +0.3%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$209K 3,227 +3,227 New
UBS Group
72
UBS Group
Switzerland
$179K 2,765 +1,653 +149%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$168K 2,583 +2,583 New
CF
74
Centaurus Financial
California
$159K 2,451 -122 -5%
SWM
75
Spire Wealth Management
Virginia
$158K 2,428 -280 -10%
1 2
3
4 5