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Fidelity Quality Factor ETF

55 hedge funds and large institutions have $123M invested in Fidelity Quality Factor ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
22
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
1
Citigroup
New York
$23M 465,332 +241,673 +108%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$11.5M 233,464 +32,159 +16%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$10.3M 208,984 +71,726 +52%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10M 203,264 -9,072 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.09M 183,999 -7,873 -4%
AF
6
Allworth Financial
California
$6.47M 131,050 +31,384 +31%
BIP
7
Blueprint Investment Partners
North Carolina
$6.04M 122,268 -15,725 -11%
HPA
8
High Probability Advisors
New York
$5.27M 106,606 +24,727 +30%
KAS
9
Kestra Advisory Services
Texas
$4.71M 95,333 -20,241 -18%
SS
10
Sunbelt Securities
Texas
$3.85M 76,572 +2,069 +3%
LI
11
LVZ Inc
Michigan
$3.8M 76,990 +6,259 +9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1.99M 40,166 +40,166 New
RWP
13
RWA Wealth Partners
Massachusetts
$1.95M 39,503 +7,473 +23%
Bank of America
14
Bank of America
North Carolina
$1.88M 38,040 +1,062 +3%
AIP
15
Ahrens Investment Partners
Louisiana
$1.73M 34,962 +125 +0.4%
LNC
16
Lincoln National Corp
Pennsylvania
$1.61M 32,581 -2,608 -7%
NR
17
Newfound Research
Massachusetts
$1.4M 28,387 +2,068 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.26M 25,455 +2,317 +10%
KWA
19
KCS Wealth Advisory
California
$1.25M 25,222 +2,210 +10%
Citadel Advisors
20
Citadel Advisors
Florida
$1.22M 24,679 +12,539 +103%
CPO
21
Cerity Partners OCIO
New York
$1.19M 24,170 -495 -2%
IAA
22
Independent Advisor Alliance
North Carolina
$1.08M 21,920 +326 +2%
EWF
23
Epstein & White Financial
California
$1.05M 21,202 -124 -0.6%
BIA
24
Biondo Investment Advisors
Pennsylvania
$1.02M 20,564 -1,530 -7%
LJAC
25
L.J. Altfest & Co
New York
$889K 18,006 +141 +0.8%