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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

107 hedge funds and large institutions have $856M invested in Fidelity Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 2 closing their positions.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
41
Reduced
35
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$4.53M
2
KAS
2
Kestra Advisory Services
Texas
$35.4M
3
KPWS
3
Kestra Private Wealth Services
Texas
$2.88M
4
PAS
4
PKS Advisory Services
New York
$1.29M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.02M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$521M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$630K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.5M
4
OWM
4
Orgel Wealth Management
Wisconsin
$63.1M
5
Bank of America
5
Bank of America
North Carolina
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$521M 7,959,900 -195,220 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.5M 1,077,213 -22,531 -2%
OWM
3
Orgel Wealth Management
Wisconsin
$63.1M 964,773 -19,892 -2%
KAS
4
Kestra Advisory Services
Texas
$35.4M 540,878 +40,404 +8%
HPA
5
High Probability Advisors
New York
$17.9M 273,237 +4,563 +2%
GLR
6
Great Lakes Retirement
Ohio
$15.5M 236,572 -7,787 -3%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$15.5M 236,445 +1,551 +0.7%
BFG
8
Beacon Financial Group
Texas
$12.2M 186,025 +651 +0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.8M 134,495 +9,225 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.74M 102,999 +14,291 +16%
SS
11
Sunbelt Securities
Texas
$6.55M 99,855 -3,624 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.03M 76,807 +7,713 +11%
AWM
13
AE Wealth Management
Kansas
$4.61M 70,465 +5,136 +8%
SWP
14
Stratos Wealth Partners
Ohio
$4.53M 69,223 +69,223 New
LPL Financial
15
LPL Financial
California
$3.53M 54,011 +8,384 +18%
Morgan Stanley
16
Morgan Stanley
New York
$3.3M 50,427 +4,873 +11%
Bank of America
17
Bank of America
North Carolina
$2.94M 44,869 -14,070 -24%
KPWS
18
Kestra Private Wealth Services
Texas
$2.88M 44,019 +20,768 +89%
AF
19
Allworth Financial
California
$2.55M 37,666 +63 +0.2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.54M 38,752 +4,873 +14%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.53M 38,660 +308 +0.8%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$2.36M 36,070 +2,913 +9%
SAM
23
Sequent Asset Management
Texas
$2.11M 32,266 -259 -0.8%
LI
24
LVZ Inc
Michigan
$1.83M 27,915 -3,464 -11%
OFG
25
OmniStar Financial Group
North Carolina
$1.76M 26,833 +5,869 +28%
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