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Fidelity Quality Factor ETF

108 hedge funds and large institutions have $857M invested in Fidelity Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

13% more funds holding

Funds holding: 96108 (+12)

1% more capital invested

Capital invested by funds: $852M → $857M (+$4.5M)

0.24% less ownership

Funds ownership: 80.8%80.55% (-0.24%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
41
Reduced
35
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$681K -$156K -2,353 -18%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$630K -$2.17M -32,602 -77%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$615K
AIA
54
AssuredPartners Investment Advisors
Florida
$601K +$610K +9,187 New
RWP
55
RWA Wealth Partners
Massachusetts
$595K -$167K -2,512 -22%
LJAC
56
L.J. Altfest & Co
New York
$552K +$731 +11 +0.1%
FIM
57
FWL Investment Management
Texas
$549K -$87.3K -1,315 -14%
CFO
58
Colony Family Offices
North Carolina
$521K +$46.2K +696 +10%
SOS
59
Silver Oak Securities
Tennessee
$469K -$43.5K -655 -8%
HPM
60
Hoxton Planning & Management
West Virginia
$441K
AB
61
Atlas Brown
Kentucky
$435K -$52.5K -790 -11%
LF
62
Lighthouse Financial
Florida
$393K +$399K +6,000 New
SPC
63
Sigma Planning Corp
Michigan
$376K +$27.8K +418 +8%
BHPW
64
Beverly Hills Private Wealth
California
$361K -$119K -1,789 -25%
AIP
65
Almanack Investment Partners
Pennsylvania
$346K +$66 +1 +0%
MCM
66
MV Capital Management
Maryland
$275K
TWD
67
True Wealth Design
Ohio
$266K -$20.8K -313 -7%
KWS
68
Keystone Wealth Services
California
$261K +$265K +3,991 New
BFA
69
Beaumont Financial Advisors
Massachusetts
$253K -$4.45K -67 -2%
PCM
70
Parsons Capital Management
Rhode Island
$248K
WCG
71
Weaver Consulting Group
California
$246K
TCM
72
TD Capital Management
Tennessee
$238K +$930 +14 +0.4%
FIA
73
Foundations Investment Advisors
Arizona
$236K +$239K +3,603 New
HWMG
74
Hurlow Wealth Management Group
Indiana
$228K
JIC
75
Johnson Investment Counsel
Ohio
$223K -$1.93K -29 -0.8%