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Fidelity Quality Factor ETF

136 hedge funds and large institutions have $865M invested in Fidelity Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
76
Silver Grove Financial Group
New York
$310K
IA
77
IFP Advisors
Florida
$308K
AG
78
Ascent Group
Virginia
$298K
AQR Capital Management
79
AQR Capital Management
Connecticut
$298K
BFA
80
Beaumont Financial Advisors
Massachusetts
$285K
WCG
81
Weaver Consulting Group
California
$281K
PCM
82
Parsons Capital Management
Rhode Island
$278K
FIM
83
FWL Investment Management
Texas
$275K
TCM
84
TD Capital Management
Tennessee
$275K
HFA
85
High Falls Advisors
New York
$270K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$270K
NL
87
NWAM LLC
Washington
$266K
CFO
88
Colony Family Offices
North Carolina
$264K
TWD
89
True Wealth Design
Ohio
$263K
HWMG
90
Hurlow Wealth Management Group
Indiana
$261K
RCAG
91
Rehmann Capital Advisory Group
Michigan
$242K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$240K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$236K
Creative Planning
94
Creative Planning
Kansas
$235K
JIC
95
Johnson Investment Counsel
Ohio
$233K
CWG
96
Cornerstone Wealth Group
North Carolina
$231K
UCFA
97
United Capital Financial Advisors
Texas
$227K
KIM
98
Kestra Investment Management
Texas
$218K
PS
99
Principal Securities
Iowa
$215K
SM
100
Sweeney & Michel
California
$213K