We are live on ! Find out more
FQAL icon

Fidelity Quality Factor ETF

92 hedge funds and large institutions have $894M invested in Fidelity Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

32% more capital invested

Capital invested by funds: $677M → $894M (+$217M)

14% more funds holding

Funds holding: 8192 (+11)

2.49% more ownership

Funds ownership: 81.13%83.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
38
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$61.3K +$58.7K +1,000 New
PS
77
Principal Securities
Iowa
$60.8K
HF
78
Halpern Financial
Virginia
$49.1K
IA
79
IFP Advisors
Florida
$44.7K
CAM
80
Clarity Asset Management
Iowa
$34.1K +$8.16K +139 +33%
SPIA
81
Steward Partners Investment Advisory
New York
$29.7K -$18.1K -308 -39%
CFB
82
Cullen/Frost Bankers
Texas
$25.6K +$24.6K +418 New
CB
83
CNB Bank
Pennsylvania
$23K +$22K +375 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$18.6K
CAM
85
Creekmur Asset Management
Illinois
$16.1K -$54.2K -923 -78%
FIM
86
FWL Investment Management
Texas
$14.7K +$14.1K +240 New
GRP
87
Global Retirement Partners
California
$12.5K
LOIP
88
Live Oak Investment Partners
Texas
$10.7K
US Bancorp
89
US Bancorp
Minnesota
$9.51K +$9.1K +155 New
CFGS
90
Concourse Financial Group Securities
Alabama
$5.83K
S
91
SignatureFD
Georgia
$2.76K
BCMLT
92
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84K +$1.76K +30 New
CJH
93
Christopher J. Hasenberg
Wisconsin
$1.35K +$1.29K +22 New
Wells Fargo
94
Wells Fargo
California
$2 -$59 -1 Closed
LNC
95
Lincoln National Corp
Pennsylvania
-$2.12M -36,040 Closed
NL
96
Navalign LLC
California
-$332K -5,632 Closed
BFA
97
Beaumont Financial Advisors
Massachusetts
-$300K -5,095 Closed
RJFSA
98
Raymond James Financial Services Advisors
Florida
-$267K -4,522 Closed
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
-$3.52K -60 Closed
FFWA
100
FRG Family Wealth Advisors
Washington
-$1.85K -33 Closed