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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

81 hedge funds and large institutions have $677M invested in Fidelity Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
27
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
OWM
2
Orgel Wealth Management
Wisconsin
$120M
3
BFG
3
Beacon Financial Group
Texas
$11.1M
4
KAS
4
Kestra Advisory Services
Texas
$30.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.49M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$688K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.43M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.77M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M 5,533,127 +4,766,326 +622%
OWM
2
Orgel Wealth Management
Wisconsin
$120M 2,034,771 +2,034,771 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.6M 1,028,793 +19,469 +2%
KAS
4
Kestra Advisory Services
Texas
$30.8M 522,914 +75,503 +17%
GLR
5
Great Lakes Retirement
Ohio
$15.4M 260,692 -5,503 -2%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$14.7M 249,806 -7,942 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.3M 224,959 -43,231 -16%
HPA
8
High Probability Advisors
New York
$11.5M 194,458 +3,022 +2%
BFG
9
Beacon Financial Group
Texas
$11.1M 188,333 +188,333 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.43M 143,053 -79,300 -36%
SS
11
Sunbelt Securities
Texas
$5.65M 95,859 -5,840 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.54M 60,137 +16,801 +39%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.49M 59,190 +53,840 +1,006%
LPL Financial
14
LPL Financial
California
$2.86M 48,449 +22,366 +86%
AWM
15
AE Wealth Management
Kansas
$2.84M 48,126 -1,870 -4%
Bank of America
16
Bank of America
North Carolina
$2.47M 41,864 -955 -2%
LI
17
LVZ Inc
Michigan
$2.31M 39,219 -2,281 -5%
AF
18
Allworth Financial
California
$2.24M 38,050 -1,654 -4%
SOS
19
Silver Oak Securities
Tennessee
$2.17M 36,811 +36,811 New
LNC
20
Lincoln National Corp
Pennsylvania
$2.12M 36,040 +895 +3%
SAM
21
Sequent Asset Management
Texas
$2.03M 34,465 -6,975 -17%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.95M 33,139 +1,848 +6%
NA
23
NewEdge Advisors
Louisiana
$1.9M 32,299 +3,104 +11%
Morgan Stanley
24
Morgan Stanley
New York
$1.77M 29,963 -30,349 -50%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.48M 25,179 +513 +2%
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