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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

109 hedge funds and large institutions have $848M invested in Fidelity Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
46
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.4M
2
SWP
2
Sagespring Wealth Partners
Tennessee
$7.38M
3
UW
3
Unique Wealth
Florida
$3.96M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$3.49M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.03M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$491M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
LI
3
LVZ Inc
Michigan
$0
4
OWM
4
Orgel Wealth Management
Wisconsin
$60.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
76
Johnson Investment Counsel
Ohio
$208K -$10.8K -168 -5%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$207K +$193 +3 +0.1%
CRI
78
Colonial River Investments
Virginia
$205K +$205K +3,200 New
AWM
79
Axxcess Wealth Management
California
$202K +$202K +3,153 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$178K +$10.1K +158 +6%
UBS Group
81
UBS Group
Switzerland
$173K +$147K +2,293 +562%
CICI
82
Capital Investment Counsel Inc
North Carolina
$165K – – –
SWM
83
Spire Wealth Management
Virginia
$157K – – –
CF
84
Centaurus Financial
California
$137K -$9.23K -144 -6%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$133K +$29.9K +466 +29%
CT
86
Colonial Trust
South Carolina
$122K -$82.5K -1,297 -40%
SHIM
87
Stone House Investment Management
Pennsylvania
$75.8K +$75.8K +1,182 New
Wells Fargo
88
Wells Fargo
California
$68.7K +$18.5K +289 +37%
CAM
89
Clarity Asset Management
Iowa
$67.8K +$33.8K +527 +100%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$60.5K +$24.4K +380 +67%
IHWM
91
Iron Horse Wealth Management
Iowa
$56.3K +$56.3K +877 New
MCM
92
MAI Capital Management
Ohio
$53.5K +$2.18K +34 +4%
PS
93
Principal Securities
Iowa
$51.1K – – –
IA
94
IFP Advisors
Florida
$46.8K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$31.1K – – –
CB
96
CNB Bank
Pennsylvania
$24.1K – – –
BL
97
BFSG LLC
California
$18.4K +$64 +1 +0.3%
CAM
98
Creekmur Asset Management
Illinois
$11.8K – – –
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$10.1K +$10.1K +158 New
GSWM
100
Golden State Wealth Management
California
$7.76K +$7.76K +121 New
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4
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