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Fidelity Quality Factor ETF

144 hedge funds and large institutions have $891M invested in Fidelity Quality Factor ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
BHPW
76
Beverly Hills Private Wealth
California
$331K
CNBT
77
Canandaigua National Bank & Trust
New York
$325K
CWA
78
Centerline Wealth Advisors
Kentucky
$322K
MCM
79
MV Capital Management
Maryland
$318K
SGFG
80
Silver Grove Financial Group
New York
$310K
AG
81
Ascent Group
Virginia
$308K
Creative Planning
82
Creative Planning
Kansas
$307K
BFA
83
Beaumont Financial Advisors
Massachusetts
$306K
AQR Capital Management
84
AQR Capital Management
Connecticut
$301K
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$296K
WCG
86
Weaver Consulting Group
California
$284K
PCM
87
Parsons Capital Management
Rhode Island
$281K
HFA
88
High Falls Advisors
New York
$279K
TCM
89
TD Capital Management
Tennessee
$279K
FIM
90
FWL Investment Management
Texas
$278K
TWD
91
True Wealth Design
Ohio
$264K
HWMG
92
Hurlow Wealth Management Group
Indiana
$264K
CFO
93
Colony Family Offices
North Carolina
$262K
RCAG
94
Rehmann Capital Advisory Group
Michigan
$245K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$236K
JIC
96
Johnson Investment Counsel
Ohio
$236K
SM
97
Sweeney & Michel
California
$235K
CWG
98
Cornerstone Wealth Group
North Carolina
$234K
IAN
99
Integrated Advisors Network
Texas
$230K
UCFA
100
United Capital Financial Advisors
Texas
$229K