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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

56 hedge funds and large institutions have $113M invested in Fidelity Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
26
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.54M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.7M
3
BFA
3
BMS Financial Advisors
South Dakota
$1.99M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.76M
5
KAS
5
Kestra Advisory Services
Texas
$9.74M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.97M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$971K
3
BIP
3
Blueprint Investment Partners
North Carolina
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$731K
5
Lido Advisors
5
Lido Advisors
California
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.7M 449,692 +49,574 +12%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$12.3M 296,581 +1,731 +0.6%
KAS
3
Kestra Advisory Services
Texas
$9.74M 234,433 +36,962 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.33M 224,629 +13,715 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.97M 191,857 -325,053 -63%
HPA
6
High Probability Advisors
New York
$6.19M 149,091 +6,766 +5%
Morgan Stanley
7
Morgan Stanley
New York
$5.54M 133,399 +87,664 +192%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.03M 97,158 +7,246 +8%
SS
9
Sunbelt Securities
Texas
$3.38M 81,464 +6,413 +9%
KWA
10
KCS Wealth Advisory
California
$2.38M 57,197 +16,898 +42%
AIP
11
Ahrens Investment Partners
Louisiana
$2.09M 50,202 +11,100 +28%
BFA
12
BMS Financial Advisors
South Dakota
$1.99M 47,836 +47,836 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.77M 42,593 +3,918 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.76M 42,392 +38,625 +1,025%
Bank of America
15
Bank of America
North Carolina
$1.65M 39,734 -89 -0.2%
SAM
16
Sequent Asset Management
Texas
$1.65M 39,711 -101 -0.3%
LNC
17
Lincoln National Corp
Pennsylvania
$1.53M 36,759 -7,933 -18%
AF
18
Allworth Financial
California
$1.53M 36,780 -5,401 -13%
Lido Advisors
19
Lido Advisors
California
$1.34M 32,259 -17,597 -35%
NR
20
Newfound Research
Massachusetts
$1.27M 30,579 -1,892 -6%
LPL Financial
21
LPL Financial
California
$1.24M 29,834 -2,732 -8%
CPO
22
Cerity Partners OCIO
New York
$1.22M 29,411 +1,151 +4%
RWP
23
RWA Wealth Partners
Massachusetts
$1.21M 29,071 +90 +0.3%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.12M 26,821 -2,134 -7%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$971K 23,375 -23,206 -50%
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