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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

73 hedge funds and large institutions have $255M invested in Fidelity Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
30
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$41.7M
2
GCIM
2
Gunn & Company Investment Management
Florida
$14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.8M
4
KAS
4
Kestra Advisory Services
Texas
$24.3M
5
LI
5
LVZ Inc
Michigan
$2.26M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.6M
2
GLR
2
Great Lakes Retirement
Ohio
$14.5M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
NL
4
Navalign LLC
California
$444K
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$54.8M 1,009,324 +142,310 +16%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.7M 766,801 +625,511 +443%
KAS
3
Kestra Advisory Services
Texas
$24.3M 447,411 +111,201 +33%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M 268,190 -139,731 -34%
GLR
5
Great Lakes Retirement
Ohio
$14.5M 266,195 -47,803 -15%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$14M 257,748 -1,380 -0.5%
GCIM
7
Gunn & Company Investment Management
Florida
$14M 257,748 +246,235 +2,139%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$12.1M 222,353 +6,402 +3%
HPA
9
High Probability Advisors
New York
$10.4M 191,436 -2,831 -1%
SS
10
Sunbelt Securities
Texas
$5.53M 101,699 -4,556 -4%
Morgan Stanley
11
Morgan Stanley
New York
$3.28M 60,312 +21,889 +57%
AWM
12
AE Wealth Management
Kansas
$2.76M 49,996 +3,452 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.35M 43,336 +1,788 +4%
Bank of America
14
Bank of America
North Carolina
$2.33M 42,819 +127 +0.3%
LI
15
LVZ Inc
Michigan
$2.26M 41,500 +41,500 New
SAM
16
Sequent Asset Management
Texas
$2.25M 41,440 – –
AF
17
Allworth Financial
California
$2.16M 39,704 +1,060 +3%
LNC
18
Lincoln National Corp
Pennsylvania
$1.91M 35,145 +2,041 +6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.71M 31,475 +19,305 +159%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.7M 31,291 +5,122 +20%
NA
21
NewEdge Advisors
Louisiana
$1.61M 29,195 -800 -3%
LPL Financial
22
LPL Financial
California
$1.42M 26,083 +5,736 +28%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.34M 24,666 +263 +1%
BIA
24
Biondo Investment Advisors
Pennsylvania
$1.25M 23,001 +1,925 +9%
Cerity Partners
25
Cerity Partners
New York
$1.24M 22,788 -2,777 -11%
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