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Fidelity Quality Factor ETF

62 hedge funds and large institutions have $142M invested in Fidelity Quality Factor ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

44% more capital invested

Capital invested by funds: $98.4M → $142M (+$43.2M)

11% more funds holding

Funds holding: 5662 (+6)

6.74% more ownership

Funds ownership: 47.62%54.35% (+6.7%)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
25
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.2M +$3.76M +70,160 +26%
Osaic Holdings
2
Osaic Holdings
Arizona
$14.2M +$1.24M +23,136 +10%
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$13.3M -$31.6K -590 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13M +$965K +18,016 +8%
BIP
5
Blueprint Investment Partners
North Carolina
$10.6M +$10.1M +189,387 New
AF
6
Allworth Financial
California
$8.56M +$1.17M +21,920 +17%
HPA
7
High Probability Advisors
New York
$6.34M +$83.8K +1,565 +1%
KAS
8
Kestra Advisory Services
Texas
$6.09M +$284K +5,310 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.55M +$2.79M +52,141 +180%
LI
10
LVZ Inc
Michigan
$4.16M +$3.98M +74,211 New
LJAC
11
L.J. Altfest & Co
New York
$3.66M +$2.68M +50,054 +331%
SS
12
Sunbelt Securities
Texas
$3.37M -$651K -12,154 -16%
LNC
13
Lincoln National Corp
Pennsylvania
$3.06M +$296K +5,533 +11%
NR
14
Newfound Research
Massachusetts
$2.31M +$338K +6,312 +18%
Bank of America
15
Bank of America
North Carolina
$2.21M +$188K +3,509 +10%
RWP
16
RWA Wealth Partners
Massachusetts
$2.08M -$5.89K -110 -0.3%
FTUS
17
Flow Traders U.S.
New York
$2.08M +$467K +8,719 +31%
AIP
18
Ahrens Investment Partners
Louisiana
$1.77M -$110K -2,050 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.66M +$1.31M +24,371 +474%
KWA
20
KCS Wealth Advisory
California
$1.57M +$136K +2,541 +10%
CPO
21
Cerity Partners OCIO
New York
$1.28M -$46.6K -869 -4%
Citadel Advisors
22
Citadel Advisors
Florida
$1.27M +$421K +7,866 +53%
BIA
23
Biondo Investment Advisors
Pennsylvania
$1.25M +$43.1K +805 +4%
IAA
24
Independent Advisor Alliance
North Carolina
$1.23M -$6K -112 -0.5%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.18M -$8.95K -167 -0.8%