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Fidelity Quality Factor ETF

57 hedge funds and large institutions have $123M invested in Fidelity Quality Factor ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 17 closing their positions.

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
20
Reduced
18
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.9M 516,910 +115,963 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.7M 400,118 -106,536 -21%
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$13M 294,850 +30,331 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.33M 210,914 -122,216 -37%
KAS
5
Kestra Advisory Services
Texas
$8.73M 197,471 +7,739 +4%
HPA
6
High Probability Advisors
New York
$6.29M 142,325 +21,751 +18%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.98M 89,912 -114,781 -56%
SS
8
Sunbelt Securities
Texas
$3.32M 75,051 +8,016 +12%
Lido Advisors
9
Lido Advisors
California
$2.2M 49,856 +49,856 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.06M 46,581 +33,135 +246%
Morgan Stanley
11
Morgan Stanley
New York
$2.02M 45,735 +4,779 +12%
LNC
12
Lincoln National Corp
Pennsylvania
$1.98M 44,692 -9,735 -18%
AF
13
Allworth Financial
California
$1.87M 42,181 -52,189 -55%
KWA
14
KCS Wealth Advisory
California
$1.78M 40,299 +6,960 +21%
Bank of America
15
Bank of America
North Carolina
$1.76M 39,823 -75 -0.2%
SAM
16
Sequent Asset Management
Texas
$1.76M 39,812 +39,812 New
AIP
17
Ahrens Investment Partners
Louisiana
$1.73M 39,102 -25,854 -40%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.71M 38,675 +4,494 +13%
Goldman Sachs
19
Goldman Sachs
New York
$1.59M 35,839 +35,839 New
LPL Financial
20
LPL Financial
California
$1.44M 32,566 +1,347 +4%
NR
21
Newfound Research
Massachusetts
$1.44M 32,471 -8,623 -21%
RWP
22
RWA Wealth Partners
Massachusetts
$1.28M 28,981 -434 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.28M 28,955 +366 +1%
CPO
24
Cerity Partners OCIO
New York
$1.25M 28,260 +5,098 +22%
IAA
25
Independent Advisor Alliance
North Carolina
$960K 21,711 +307 +1%