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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

63 hedge funds and large institutions have $150M invested in Fidelity Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$18M
3
KAS
3
Kestra Advisory Services
Texas
$15.8M
4
LI
4
LVZ Inc
Michigan
$2.49M
5
BFA
5
BMS Financial Advisors
South Dakota
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.88M
2
CG
2
CFO4Life Group
Texas
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
BIP
4
Blueprint Investment Partners
North Carolina
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.4M 893,296 +339,571 +61%
Osaic Holdings
2
Osaic Holdings
Arizona
$18M 378,464 +75,499 +25%
KAS
3
Kestra Advisory Services
Texas
$15.8M 332,059 +63,849 +24%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$13.7M 289,604 +2,483 +0.9%
HPA
5
High Probability Advisors
New York
$8.33M 175,661 +24,850 +16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.82M 122,732 +15,677 +15%
SS
7
Sunbelt Securities
Texas
$4.05M 86,464 -2,215 -2%
KWA
8
KCS Wealth Advisory
California
$2.76M 58,086 -1,327 -2%
LI
9
LVZ Inc
Michigan
$2.49M 52,491 +52,491 New
AF
10
Allworth Financial
California
$1.96M 41,325 +4,811 +13%
SAM
11
Sequent Asset Management
Texas
$1.96M 41,240 -206 -0.5%
Bank of America
12
Bank of America
North Carolina
$1.88M 39,668 +338 +0.9%
Morgan Stanley
13
Morgan Stanley
New York
$1.88M 39,601 -89,238 -69%
LNC
14
Lincoln National Corp
Pennsylvania
$1.79M 37,825 -87 -0.2%
AIP
15
Ahrens Investment Partners
Louisiana
$1.75M 36,820 -4,732 -11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.74M 36,625 +8,521 +30%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.64M 34,628 -4,470 -11%
BFA
18
BMS Financial Advisors
South Dakota
$1.42M 29,985 +29,985 New
Jane Street
19
Jane Street
New York
$1.37M 28,952 -2,060 -7%
RWP
20
RWA Wealth Partners
Massachusetts
$1.31M 27,679 -3 -0%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.3M 27,329 +5,121 +23%
LPL Financial
22
LPL Financial
California
$1.19M 25,026 -3,060 -11%
AWM
23
AE Wealth Management
Kansas
$1.19M 24,999 +6,644 +36%
Lido Advisors
24
Lido Advisors
California
$1.17M 24,670 -3,229 -12%
GEA
25
Glen Eagle Advisors
New Jersey
$1.14M 24,060 +4,272 +22%
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