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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

71 hedge funds and large institutions have $185M invested in Fidelity Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
27
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M
2
KAS
2
Kestra Advisory Services
Texas
$16.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.96M
4
NL
4
Navalign LLC
California
$1.09M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.82M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.7M
3
LI
3
LVZ Inc
Michigan
$0
4
KWA
4
KCS Wealth Advisory
California
$1.5M
5
GLR
5
Great Lakes Retirement
Ohio
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.7M 867,014 -99,707 -10%
Osaic Holdings
2
Osaic Holdings
Arizona
$20.1M 407,921 -100,005 -20%
KAS
3
Kestra Advisory Services
Texas
$16.6M 336,210 +71,054 +27%
GLR
4
Great Lakes Retirement
Ohio
$15.5M 313,998 -15,457 -5%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$12.8M 259,128 -15,080 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.6M 215,951 +114,797 +113%
HPA
7
High Probability Advisors
New York
$9.58M 194,267 +7,069 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$6.96M 141,290 +25,538 +22%
SS
9
Sunbelt Securities
Texas
$5.24M 106,255 +31 +0%
AWM
10
AE Wealth Management
Kansas
$2.29M 46,544 +8,828 +23%
Bank of America
11
Bank of America
North Carolina
$2.1M 42,692 +1,523 +4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.05M 41,548 +1,563 +4%
SAM
13
Sequent Asset Management
Texas
$2.04M 41,440 – –
AF
14
Allworth Financial
California
$1.9M 38,644 -2,746 -7%
Morgan Stanley
15
Morgan Stanley
New York
$1.89M 38,423 -534 -1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$1.82M 36,980 +20,874 +130%
LNC
17
Lincoln National Corp
Pennsylvania
$1.63M 33,104 -4,033 -11%
FTUS
18
Flow Traders U.S.
New York
$1.59M 32,230 +11,981 +59%
KWA
19
KCS Wealth Advisory
California
$1.5M 30,523 -29,043 -49%
NA
20
NewEdge Advisors
Louisiana
$1.48M 29,995 -625 -2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.29M 26,169 +918 +4%
Cerity Partners
22
Cerity Partners
New York
$1.26M 25,565 -401 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.2M 24,403 -179 -0.7%
GEA
24
Glen Eagle Advisors
New Jersey
$1.2M 24,256 -1,869 -7%
Lido Advisors
25
Lido Advisors
California
$1.16M 23,568 -433 -2%
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