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Fidelity Quality Factor ETF

141 hedge funds and large institutions have $880M invested in Fidelity Quality Factor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
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
SWP
101
ShoreHaven Wealth Partners
New Jersey
$221K
CG
102
CFO4Life Group
Texas
$212K
AFC
103
Avise Financial Cooperative
California
$212K
QCM
104
Quantinno Capital Management
New York
$207K
EWA
105
EP Wealth Advisors
California
$200K
CICI
106
Capital Investment Counsel Inc
North Carolina
$194K
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$188K
GRP
108
Global Retirement Partners
California
$158K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$147K
CF
110
Centaurus Financial
California
$147K
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$67.3K
MCM
112
MAI Capital Management
Ohio
$63K
SWM
113
Spire Wealth Management
Virginia
$61.1K
SPIA
114
Steward Partners Investment Advisory
New York
$44.2K
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$41.3K
CAM
116
Clarity Asset Management
Iowa
$39.9K
UBS AM
117
UBS AM
Illinois
$33.2K
BL
118
BFSG LLC
California
$32.2K
EW
119
Elyxium Wealth
California
$31.4K
PMFA
120
Plante Moran Financial Advisors
Michigan
$30.9K
CB
121
CNB Bank
Pennsylvania
$28.3K
Wells Fargo
122
Wells Fargo
California
$24.5K
BWL
123
Bogart Wealth LLC
Virginia
$21.4K
HHGA
124
Halbert Hargrove Global Advisors
California
$20.7K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$20.7K