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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

64 hedge funds and large institutions have $144M invested in Fidelity Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
24
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.5M
4
CG
4
CFO4Life Group
Texas
$3.39M
5
C
5
CFO4Life
Texas
$3.39M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.75M
2
BFA
2
BMS Financial Advisors
South Dakota
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$832K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$948K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$520K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.6M 553,725 +104,033 +23%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M 324,956 +227,798 +234%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.5M 302,965 +78,336 +35%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$12.7M 287,121 -9,460 -3%
KAS
5
Kestra Advisory Services
Texas
$11.9M 268,210 +33,777 +14%
HPA
6
High Probability Advisors
New York
$6.7M 150,811 +1,720 +1%
Morgan Stanley
7
Morgan Stanley
New York
$5.72M 128,839 -4,560 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.75M 107,055 -84,802 -44%
SS
9
Sunbelt Securities
Texas
$3.94M 88,679 +7,215 +9%
C
10
CFO4Life
Texas
$3.39M 76,347 +76,347 New
CG
11
CFO4Life Group
Texas
$3.39M 76,347 +76,347 New
OMC
12
Old Mission Capital
Illinois
$2.99M 67,274 +67,274 New
KWA
13
KCS Wealth Advisory
California
$2.64M 59,413 +2,216 +4%
AIP
14
Ahrens Investment Partners
Louisiana
$1.84M 41,552 -8,650 -17%
SAM
15
Sequent Asset Management
Texas
$1.84M 41,446 +1,735 +4%
Bank of America
16
Bank of America
North Carolina
$1.75M 39,330 -404 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.74M 39,098 +12,277 +46%
LNC
18
Lincoln National Corp
Pennsylvania
$1.68M 37,912 +1,153 +3%
AF
19
Allworth Financial
California
$1.62M 36,514 -266 -0.7%
Jane Street
20
Jane Street
New York
$1.38M 31,012 +15,444 +99%
CPO
21
Cerity Partners OCIO
New York
$1.29M 29,116 -295 -1%
RWP
22
RWA Wealth Partners
Massachusetts
$1.27M 27,682 -1,389 -5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.25M 28,104 +28,104 New
LPL Financial
24
LPL Financial
California
$1.25M 28,086 -1,748 -6%
Lido Advisors
25
Lido Advisors
California
$1.24M 27,899 -4,360 -14%
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