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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

67 hedge funds and large institutions have $189M invested in Fidelity Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLR
1
Great Lakes Retirement
Ohio
$16.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$25.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$48.9M
4
NA
4
NewEdge Advisors
Louisiana
$1.55M
5
Cerity Partners
5
Cerity Partners
New York
$1.31M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
Jane Street
2
Jane Street
New York
$0
3
BFA
3
BMS Financial Advisors
South Dakota
$286K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$894K
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$48.9M 966,721 +73,425 +8%
Osaic Holdings
2
Osaic Holdings
Arizona
$25.7M 507,926 +129,462 +34%
GLR
3
Great Lakes Retirement
Ohio
$16.7M 329,455 +329,455 New
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$13.9M 274,208 -15,396 -5%
KAS
5
Kestra Advisory Services
Texas
$13.4M 265,156 -66,903 -20%
HPA
6
High Probability Advisors
New York
$9.46M 187,198 +11,537 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$5.85M 115,752 -6,980 -6%
SS
8
Sunbelt Securities
Texas
$5.37M 106,224 +19,760 +23%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.11M 101,154 +14,048 +16%
KWA
10
KCS Wealth Advisory
California
$3.01M 59,566 +1,480 +3%
LI
11
LVZ Inc
Michigan
$2.64M 52,301 -190 -0.4%
SAM
12
Sequent Asset Management
Texas
$2.09M 41,440 +200 +0.5%
AF
13
Allworth Financial
California
$2.09M 41,390 +65 +0.2%
Bank of America
14
Bank of America
North Carolina
$2.08M 41,169 +1,501 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.02M 39,985 +3,360 +9%
Morgan Stanley
16
Morgan Stanley
New York
$1.97M 38,957 -644 -2%
AWM
17
AE Wealth Management
Kansas
$1.91M 37,716 +12,717 +51%
LNC
18
Lincoln National Corp
Pennsylvania
$1.88M 37,137 -688 -2%
NA
19
NewEdge Advisors
Louisiana
$1.55M 30,620 +30,620 New
GEA
20
Glen Eagle Advisors
New Jersey
$1.32M 26,125 +2,065 +9%
Cerity Partners
21
Cerity Partners
New York
$1.31M 25,966 +25,966 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.28M 25,251 -2,078 -8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.24M 24,582 +1,150 +5%
Lido Advisors
24
Lido Advisors
California
$1.21M 24,001 -669 -3%
OFG
25
OmniStar Financial Group
North Carolina
$1.09M 21,590 +21,590 New
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