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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
CT
76
Colonial Trust
South Carolina
$218K -$40K -602 -16%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$211K +$133 +2 +0.1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$171K +$2.26K +34 +1%
CICI
79
Capital Investment Counsel Inc
North Carolina
$168K +$171K +2,570 New
SWM
80
Spire Wealth Management
Virginia
$160K +$797 +12 +0.5%
CF
81
Centaurus Financial
California
$149K -$11.2K -169 -7%
CFB
82
Cullen/Frost Bankers
Texas
$143K +$84.8K +1,276 +141%
GRP
83
Global Retirement Partners
California
$129K +$118K +1,772 +869%
KIM
84
Kestra Investment Management
Texas
$125K +$127K +1,915 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$105K -$301K -4,538 -74%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$91.6K +$73.1K +1,100 +367%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$66K +$66.9K +1,007 New
MCM
88
MAI Capital Management
Ohio
$52.3K +$53.1K +800 New
Wells Fargo
89
Wells Fargo
California
$51.1K +$50K +753 +2,597%
PS
90
Principal Securities
Iowa
$51.1K
IA
91
IFP Advisors
Florida
$47.7K
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$36.8K -$2.46K -37 -6%
CAM
93
Clarity Asset Management
Iowa
$34.6K -$1.93K -29 -5%
SPIA
94
Steward Partners Investment Advisory
New York
$31.7K
UBS Group
95
UBS Group
Switzerland
$26.7K -$157K -2,357 -85%
CB
96
CNB Bank
Pennsylvania
$24.5K
BL
97
BFSG LLC
California
$18.7K +$66 +1 +0.4%
CAM
98
Creekmur Asset Management
Illinois
$12K +$66 +1 +0.5%
LOIP
99
Live Oak Investment Partners
Texas
$11.4K
US Bancorp
100
US Bancorp
Minnesota
$6.48K +$1.59K +24 +32%