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Fidelity Quality Factor ETF

125 hedge funds and large institutions have $820M invested in Fidelity Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+16
Holders Change %
+14.68%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
48
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
76
Weaver Consulting Group
California
$262K
PCM
77
Parsons Capital Management
Rhode Island
$259K -$4.53K -65 -2%
CNBT
78
Canandaigua National Bank & Trust
New York
$259K +$259K +3,720 New
TCM
79
TD Capital Management
Tennessee
$255K +$766 +11 +0.3%
TWD
80
True Wealth Design
Ohio
$245K -$18.2K -262 -7%
HWMG
81
Hurlow Wealth Management Group
Indiana
$243K
CFO
82
Colony Family Offices
North Carolina
$239K +$239K +3,428 New
NL
83
NWAM LLC
Washington
$236K +$236K +3,311 New
FTUS
84
Flow Traders U.S.
New York
$230K +$230K +3,306 New
Creative Planning
85
Creative Planning
Kansas
$228K +$228K +3,272 New
KIM
86
Kestra Investment Management
Texas
$224K +$224K +3,215 New
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$221K -$1.98M -28,489 -90%
JIC
88
Johnson Investment Counsel
Ohio
$218K -$7.45K -107 -3%
UCFA
89
United Capital Financial Advisors
Texas
$211K +$211K +3,036 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$184K -$9.68K -139 -5%
CICI
91
Capital Investment Counsel Inc
North Carolina
$179K
EWA
92
EP Wealth Advisors
California
$162K +$162K +2,328 New
AAS
93
Ameritas Advisory Services
Nebraska
$146K +$146K +2,093 New
GRP
94
Global Retirement Partners
California
$145K +$145K +2,087 New
CF
95
Centaurus Financial
California
$144K -$5.31K -76 -4%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$133K +$133K +1,903 New
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$102K +$91K +1,307 +827%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$90.1K +$24.4K +351 +37%
Wells Fargo
99
Wells Fargo
California
$80.8K +$6.2K +89 +8%
IA
100
IFP Advisors
Florida
$64.2K +$13.5K +194 +27%