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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

107 hedge funds and large institutions have $856M 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.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% 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
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$4.53M
2
KAS
2
Kestra Advisory Services
Texas
$35.4M
3
KPWS
3
Kestra Private Wealth Services
Texas
$2.88M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.02M
5
EE
5
EWG Elevate
California
$971K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$521M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$630K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.5M
4
OWM
4
Orgel Wealth Management
Wisconsin
$63.1M
5
Bank of America
5
Bank of America
North Carolina
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$681K 10,407 -2,353 -18%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$630K 9,622 -32,602 -77%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$615K 9,402 – –
AIA
54
AssuredPartners Investment Advisors
Florida
$601K 9,187 +9,187 New
RWP
55
RWA Wealth Partners
Massachusetts
$595K 9,087 -2,512 -22%
LJAC
56
L.J. Altfest & Co
New York
$552K 8,438 +11 +0.1%
FIM
57
FWL Investment Management
Texas
$549K 8,396 -1,315 -14%
CFO
58
Colony Family Offices
North Carolina
$521K 7,959 +696 +10%
SOS
59
Silver Oak Securities
Tennessee
$469K 7,151 -655 -8%
AB
60
Atlas Brown
Kentucky
$435K 6,649 -790 -11%
LF
61
Lighthouse Financial
Florida
$393K 6,000 +6,000 New
SPC
62
Sigma Planning Corp
Michigan
$376K 5,742 +418 +8%
BHPW
63
Beverly Hills Private Wealth
California
$361K 5,510 -1,789 -25%
AIP
64
Almanack Investment Partners
Pennsylvania
$346K 5,289 +1 +0%
MCM
65
MV Capital Management
Maryland
$275K 4,209 – –
TWD
66
True Wealth Design
Ohio
$266K 4,060 -313 -7%
KWS
67
Keystone Wealth Services
California
$261K 3,991 +3,991 New
BFA
68
Beaumont Financial Advisors
Massachusetts
$253K 3,868 -67 -2%
PCM
69
Parsons Capital Management
Rhode Island
$248K 3,785 – –
WCG
70
Weaver Consulting Group
California
$246K 3,757 – –
TCM
71
TD Capital Management
Tennessee
$238K 3,643 +14 +0.4%
FIA
72
Foundations Investment Advisors
Arizona
$236K 3,603 +3,603 New
HWMG
73
Hurlow Wealth Management Group
Indiana
$228K 3,488 – –
JIC
74
Johnson Investment Counsel
Ohio
$223K 3,410 -29 -0.8%
CT
75
Colonial Trust
South Carolina
$218K 3,213 -602 -16%
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3
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