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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 %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$211K 3,229 +2 +0.1%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$171K 2,617 +34 +1%
CICI
78
Capital Investment Counsel Inc
North Carolina
$168K 2,570 +2,570 New
SWM
79
Spire Wealth Management
Virginia
$160K 2,440 +12 +0.5%
CF
80
Centaurus Financial
California
$149K 2,282 -169 -7%
CFB
81
Cullen/Frost Bankers
Texas
$143K 2,183 +1,276 +141%
GRP
82
Global Retirement Partners
California
$129K 1,976 +1,772 +869%
KIM
83
Kestra Investment Management
Texas
$125K 1,915 +1,915 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$105K 1,608 -4,538 -74%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$91.6K 1,400 +1,100 +367%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$66K 1,007 +1,007 New
MCM
87
MAI Capital Management
Ohio
$52.3K 800 +800 New
Wells Fargo
88
Wells Fargo
California
$51.1K 782 +753 +2,597%
PS
89
Principal Securities
Iowa
$51.1K 781 – –
IA
90
IFP Advisors
Florida
$47.7K 729 – –
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$36.8K 563 -37 -6%
CAM
92
Clarity Asset Management
Iowa
$34.6K 529 -29 -5%
SPIA
93
Steward Partners Investment Advisory
New York
$31.7K 485 – –
UBS Group
94
UBS Group
Switzerland
$26.7K 408 -2,357 -85%
CB
95
CNB Bank
Pennsylvania
$24.5K 375 – –
BL
96
BFSG LLC
California
$18.7K 286 +1 +0.4%
CAM
97
Creekmur Asset Management
Illinois
$12K 184 +1 +0.5%
LOIP
98
Live Oak Investment Partners
Texas
– – – –
US Bancorp
99
US Bancorp
Minnesota
$6.48K 99 +24 +32%
CFGS
100
Concourse Financial Group Securities
Alabama
$6.42K 95 – –
1 2 3
4
5