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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

109 hedge funds and large institutions have $848M invested in Fidelity Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
46
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.4M
2
SWP
2
Sagespring Wealth Partners
Tennessee
$7.38M
3
UW
3
Unique Wealth
Florida
$3.96M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$3.49M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.03M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$491M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
LI
3
LVZ Inc
Michigan
$0
4
OWM
4
Orgel Wealth Management
Wisconsin
$60.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$491M 7,647,001 -312,899 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.7M 1,101,531 +24,318 +2%
OWM
3
Orgel Wealth Management
Wisconsin
$60.6M 944,390 -20,383 -2%
KAS
4
Kestra Advisory Services
Texas
$35.7M 555,932 +15,054 +3%
HPA
5
High Probability Advisors
New York
$18M 280,726 +7,489 +3%
GLR
6
Great Lakes Retirement
Ohio
$15.5M 240,921 +4,349 +2%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$15.4M 239,311 +2,866 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.4M 177,240 +138,488 +357%
BFG
9
Beacon Financial Group
Texas
$11.1M 172,317 -13,708 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.78M 152,410 +17,915 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.26M 128,652 +25,653 +25%
SWP
12
Sagespring Wealth Partners
Tennessee
$7.38M 114,995 +114,995 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.95M 108,352 +31,545 +41%
SS
14
Sunbelt Securities
Texas
$6.52M 101,624 +1,769 +2%
AWM
15
AE Wealth Management
Kansas
$4.82M 75,147 +4,682 +7%
Morgan Stanley
16
Morgan Stanley
New York
$4.09M 63,810 +13,383 +27%
LPL Financial
17
LPL Financial
California
$4.08M 63,577 +9,566 +18%
UW
18
Unique Wealth
Florida
$3.96M 61,667 +61,667 New
PCIA
19
Prime Capital Investment Advisors
Kansas
$3.49M 54,469 +41,452 +318%
KPWS
20
Kestra Private Wealth Services
Texas
$3.33M 51,832 +7,813 +18%
Bank of America
21
Bank of America
North Carolina
$2.91M 45,359 +490 +1%
QWP
22
Quotient Wealth Partners
Texas
$2.73M 42,572 +30,335 +248%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.64M 41,071 +2,411 +6%
AF
24
Allworth Financial
California
$2.39M 38,175 +509 +1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.16M 33,739 -2,331 -6%
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