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Fidelity Quality Factor ETF

140 hedge funds and large institutions have $879M invested in Fidelity Quality Factor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Centerline Wealth Advisors
Kentucky
$322K
MCM
77
MV Capital Management
Maryland
$318K
SGFG
78
Silver Grove Financial Group
New York
$310K
AG
79
Ascent Group
Virginia
$308K
Creative Planning
80
Creative Planning
Kansas
$307K
BFA
81
Beaumont Financial Advisors
Massachusetts
$306K
AQR Capital Management
82
AQR Capital Management
Connecticut
$301K
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$296K
WCG
84
Weaver Consulting Group
California
$284K
PCM
85
Parsons Capital Management
Rhode Island
$281K
HFA
86
High Falls Advisors
New York
$279K
TCM
87
TD Capital Management
Tennessee
$279K
FIM
88
FWL Investment Management
Texas
$278K
TWD
89
True Wealth Design
Ohio
$264K
HWMG
90
Hurlow Wealth Management Group
Indiana
$264K
CFO
91
Colony Family Offices
North Carolina
$262K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$236K
JIC
93
Johnson Investment Counsel
Ohio
$236K
SM
94
Sweeney & Michel
California
$235K
CWG
95
Cornerstone Wealth Group
North Carolina
$234K
IAN
96
Integrated Advisors Network
Texas
$230K
UCFA
97
United Capital Financial Advisors
Texas
$229K
DWM
98
DecisionMap Wealth Management
Virginia
$224K
FF
99
Foronjy Financial
California
$222K
SWP
100
ShoreHaven Wealth Partners
New Jersey
$221K