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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 %
TPWA
101
Twin Peaks Wealth Advisors
California
$60.5K +$60.5K +836 New
MCM
102
MAI Capital Management
Ohio
$58.1K
PS
103
Principal Securities
Iowa
$53.1K -$1.25K -18 -2%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$50.3K +$50.3K +722 New
SWM
105
Spire Wealth Management
Virginia
$46K -$124K -1,780 -73%
CAM
106
Clarity Asset Management
Iowa
$36.6K -$37K -531 -50%
Raymond James Financial
107
Raymond James Financial
Florida
$33.3K +$33.3K +478 New
SPIA
108
Steward Partners Investment Advisory
New York
$32.4K -$1.39K -20 -4%
BL
109
BFSG LLC
California
$27.9K +$7.93K +114 +40%
CB
110
CNB Bank
Pennsylvania
$26.1K
PMFA
111
Plante Moran Financial Advisors
Michigan
$20.8K +$20.8K +299 New
CT
112
Colonial Trust
South Carolina
$19.4K -$113K -1,635 -85%
CAM
113
Creekmur Asset Management
Illinois
$12.9K +$70 +1 +0.5%
GSWM
114
Golden State Wealth Management
California
$8.43K
SFA
115
Semmax Financial Advisors
North Carolina
$7.76K
ACA
116
Aptus Capital Advisors
Alabama
$6.73K +$69 +1 +1%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$3.97K +$3.97K +57 New
EB
118
Eastern Bank
Massachusetts
$3.41K +$3.41K +49 New
BFP
119
Briaud Financial Planning
Texas
$3K +$3K +54 New
LCM
120
Logan Capital Management
Pennsylvania
$2.51K
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.09K
DWM
122
Dogwood Wealth Management
Kansas
$1.75K +$1.75K +25 New
CJH
123
Christopher J. Hasenberg
Wisconsin
$1.53K
SIS
124
Sound Income Strategies
Florida
$1.18K +$1.18K +17 New
AssetMark Inc
125
AssetMark Inc
California
$696