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Fidelity Quality Factor ETF

109 hedge funds and large institutions have $848M invested in Fidelity Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1.29% more ownership

Funds ownership: 80.55%81.84% (+1.3%)

1% more funds holding

Funds holding: 108109 (+1)

1% less capital invested

Capital invested by funds: $857M → $848M (-$8.6M)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
46
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$491M -$20.8M -312,899 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.7M +$1.62M +24,318 +2%
OWM
3
Orgel Wealth Management
Wisconsin
$60.6M -$1.35M -20,383 -2%
KAS
4
Kestra Advisory Services
Texas
$35.7M +$1,000K +15,054 +3%
HPA
5
High Probability Advisors
New York
$18M +$497K +7,489 +3%
GLR
6
Great Lakes Retirement
Ohio
$15.5M +$289K +4,349 +2%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$15.4M +$190K +2,866 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$11.4M +$9.2M +138,488 +357%
BFG
9
Beacon Financial Group
Texas
$11.1M -$910K -13,708 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.78M +$1.19M +17,915 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.26M +$1.7M +25,653 +25%
SWP
12
Sagespring Wealth Partners
Tennessee
$7.38M +$7.64M +114,995 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.95M +$2.1M +31,545 +41%
SS
14
Sunbelt Securities
Texas
$6.52M +$117K +1,769 +2%
AWM
15
AE Wealth Management
Kansas
$4.82M +$311K +4,682 +7%
Morgan Stanley
16
Morgan Stanley
New York
$4.09M +$889K +13,383 +27%
LPL Financial
17
LPL Financial
California
$4.08M +$635K +9,566 +18%
UW
18
Unique Wealth
Florida
$3.96M +$4.1M +61,667 New
PCIA
19
Prime Capital Investment Advisors
Kansas
$3.49M +$2.75M +41,452 +318%
KPWS
20
Kestra Private Wealth Services
Texas
$3.33M +$519K +7,813 +18%
Bank of America
21
Bank of America
North Carolina
$2.91M +$32.5K +490 +1%
QWP
22
Quotient Wealth Partners
Texas
$2.73M +$2.01M +30,335 +248%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.64M +$160K +2,411 +6%
AF
24
Allworth Financial
California
$2.39M +$33.8K +509 +1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.16M -$155K -2,331 -6%