FQAL icon

Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

56 hedge funds and large institutions have $98.4M invested in Fidelity Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
21
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.5M
3
FTUS
3
Flow Traders U.S.
New York
$1.41M
4
PAG
4
Private Advisor Group
New Jersey
$2.14M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.05M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
BIP
2
Blueprint Investment Partners
North Carolina
$0
3
LI
3
LVZ Inc
Michigan
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
HI
5
Harbour Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.5M 271,519 +68,255 +34%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$11.8M 237,306 +3,842 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.5M 230,730 +46,731 +25%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$10.6M 213,220 +4,236 +2%
AF
5
Allworth Financial
California
$6.5M 130,562 -488 -0.4%
HPA
6
High Probability Advisors
New York
$5.54M 111,444 +4,838 +5%
KAS
7
Kestra Advisory Services
Texas
$5.13M 103,204 +7,871 +8%
SS
8
Sunbelt Securities
Texas
$3.85M 76,572 – –
LNC
9
Lincoln National Corp
Pennsylvania
$2.44M 48,948 +16,367 +50%
PAG
10
Private Advisor Group
New Jersey
$2.14M 43,010 +27,136 +171%
RWP
11
RWA Wealth Partners
Massachusetts
$1.85M 37,225 -2,278 -6%
Bank of America
12
Bank of America
North Carolina
$1.79M 35,972 -2,068 -5%
NR
13
Newfound Research
Massachusetts
$1.73M 34,778 +6,391 +23%
AIP
14
Ahrens Investment Partners
Louisiana
$1.67M 33,613 -1,349 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.44M 28,955 +3,500 +14%
FTUS
16
Flow Traders U.S.
New York
$1.41M 28,407 +28,407 New
KWA
17
KCS Wealth Advisory
California
$1.26M 25,372 +150 +0.6%
CPO
18
Cerity Partners OCIO
New York
$1.18M 23,727 -443 -2%
IAA
19
Independent Advisor Alliance
North Carolina
$1.1M 22,046 +126 +0.6%
BIA
20
Biondo Investment Advisors
Pennsylvania
$1.07M 21,524 +960 +5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.05M 21,149 +21,149 New
PP
22
Prudential plc
United Kingdom
$929K 18,680 +2,340 +14%
Goldman Sachs
23
Goldman Sachs
New York
$895K 17,992 – –
CMO
24
Covenant Multifamily Offices
Texas
$803K 16,045 – –
Mariner
25
Mariner
Kansas
$789K 15,862 +7 +0%
1
2 3