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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

96 hedge funds and large institutions have $852M invested in Fidelity Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
40
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPA
1
High Probability Advisors
New York
$17.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.13M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.15M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.51M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$63.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$529M
3
GCIM
3
Gunn & Company Investment Management
Florida
$727K
4
CNC
4
Citizens & Northern Corp
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$71.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$529M 8,155,120 -379,172 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$71.4M 1,099,744 -26,478 -2%
OWM
3
Orgel Wealth Management
Wisconsin
$63.9M 984,665 -912,918 -48%
KAS
4
Kestra Advisory Services
Texas
$32.5M 500,474 -24,427 -5%
HPA
5
High Probability Advisors
New York
$17.4M 268,674 +71,277 +36%
GLR
6
Great Lakes Retirement
Ohio
$15.9M 244,359 +576 +0.2%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$15.2M 234,894 -15,135 -6%
BFG
8
Beacon Financial Group
Texas
$12M 185,374 -10,604 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.13M 125,270 -18,561 -13%
SS
10
Sunbelt Securities
Texas
$6.72M 103,479 +5,564 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.76M 88,708 +13,293 +18%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.48M 69,094 +5,999 +10%
AWM
13
AE Wealth Management
Kansas
$4.24M 65,329 +9,444 +17%
Bank of America
14
Bank of America
North Carolina
$3.83M 58,939 +16,962 +40%
LPL Financial
15
LPL Financial
California
$2.96M 45,627 -4,131 -8%
Morgan Stanley
16
Morgan Stanley
New York
$2.96M 45,554 +13,572 +42%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.74M 42,224 +2,394 +6%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.49M 38,352 +472 +1%
AF
19
Allworth Financial
California
$2.44M 37,603 +250 +0.7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.2M 33,879 +2,742 +9%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.15M 33,157 +19,927 +151%
Goldman Sachs
22
Goldman Sachs
New York
$2.13M 32,751 +27,347 +506%
SAM
23
Sequent Asset Management
Texas
$2.11M 32,525 – –
LI
24
LVZ Inc
Michigan
$2.04M 31,379 -4,578 -13%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.81M 27,869 +2,409 +9%
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