We are live on ! Find out more
FQAL icon

Fidelity Quality Factor ETF

108 hedge funds and large institutions have $857M 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.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

13% more funds holding

Funds holding: 96108 (+12)

1% more capital invested

Capital invested by funds: $852M → $857M (+$4.5M)

0.24% less ownership

Funds ownership: 80.8%80.55% (-0.24%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.42%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$521M -$13M -195,220 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.5M -$1.5M -22,531 -2%
OWM
3
Orgel Wealth Management
Wisconsin
$63.1M -$1.32M -19,892 -2%
KAS
4
Kestra Advisory Services
Texas
$35.4M +$2.68M +40,404 +8%
HPA
5
High Probability Advisors
New York
$17.9M +$303K +4,563 +2%
GLR
6
Great Lakes Retirement
Ohio
$15.5M -$517K -7,787 -3%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$15.5M +$103K +1,551 +0.7%
BFG
8
Beacon Financial Group
Texas
$12.2M +$43.2K +651 +0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.8M +$613K +9,225 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.74M +$949K +14,291 +16%
SS
11
Sunbelt Securities
Texas
$6.55M -$241K -3,624 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.03M +$512K +7,713 +11%
AWM
13
AE Wealth Management
Kansas
$4.61M +$341K +5,136 +8%
SWP
14
Stratos Wealth Partners
Ohio
$4.53M +$4.6M +69,223 New
LPL Financial
15
LPL Financial
California
$3.53M +$557K +8,384 +18%
Morgan Stanley
16
Morgan Stanley
New York
$3.3M +$324K +4,873 +11%
Bank of America
17
Bank of America
North Carolina
$2.94M -$935K -14,070 -24%
KPWS
18
Kestra Private Wealth Services
Texas
$2.88M +$1.38M +20,768 +89%
AF
19
Allworth Financial
California
$2.55M +$4.18K +63 +0.2%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.54M +$324K +4,873 +14%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.53M +$20.5K +308 +0.8%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$2.36M +$193K +2,913 +9%
SAM
23
Sequent Asset Management
Texas
$2.11M -$17.2K -259 -0.8%
LI
24
LVZ Inc
Michigan
$1.83M -$230K -3,464 -11%
OFG
25
OmniStar Financial Group
North Carolina
$1.76M +$390K +5,869 +28%