FQAL icon

Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

92 hedge funds and large institutions have $894M invested in Fidelity Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$523M
2
GCIM
2
Gunn & Company Investment Management
Florida
$15.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$69.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.44M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$2.19M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.63M
2
OWM
2
Orgel Wealth Management
Wisconsin
$116M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.06M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
SOS
5
Silver Oak Securities
Tennessee
$471K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$523M 8,534,292 +3,001,165 +54%
OWM
2
Orgel Wealth Management
Wisconsin
$116M 1,897,583 -137,188 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$69.1M 1,126,222 +97,429 +9%
KAS
4
Kestra Advisory Services
Texas
$31M 524,901 +1,987 +0.4%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$15.3M 250,029 +223 +0.1%
GCIM
6
Gunn & Company Investment Management
Florida
$15.3M 250,029 +238,362 +2,043%
GLR
7
Great Lakes Retirement
Ohio
$14.9M 243,783 -16,909 -6%
HPA
8
High Probability Advisors
New York
$12.1M 197,397 +2,939 +2%
BFG
9
Beacon Financial Group
Texas
$12M 195,978 +7,645 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.82M 143,831 +778 +0.5%
SS
11
Sunbelt Securities
Texas
$6M 97,915 +2,056 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.63M 75,415 -149,544 -66%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.87M 63,095 +2,958 +5%
AWM
14
AE Wealth Management
Kansas
$3.43M 55,885 +7,759 +16%
LPL Financial
15
LPL Financial
California
$3.05M 49,758 +1,309 +3%
Bank of America
16
Bank of America
North Carolina
$2.57M 41,977 +113 +0.3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.44M 39,830 +39,830 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.32M 37,880 +4,741 +14%
AF
19
Allworth Financial
California
$2.3M 37,353 -697 -2%
LI
20
LVZ Inc
Michigan
$2.2M 35,957 -3,262 -8%
CNC
21
Citizens & Northern Corp
Pennsylvania
$2.19M 35,639 +35,639 New
SAM
22
Sequent Asset Management
Texas
$1.99M 32,525 -1,940 -6%
NA
23
NewEdge Advisors
Louisiana
$1.97M 32,096 -203 -0.6%
Morgan Stanley
24
Morgan Stanley
New York
$1.96M 31,982 +2,019 +7%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.91M 31,137 +13,867 +80%
1
2 3 4