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Fidelity Quality Factor ETF
FQAL

Overview Fund Activity

125 hedge funds and large institutions have $820M invested in Fidelity Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+16
Holders Change %
+14.68%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
48
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$42.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
3
Citadel Advisors
Citadel Advisors
Florida
$2.49M
4
LI
LVZ Inc
Michigan
$1.81M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$429M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.73M
3
AWM
AE Wealth Management
Kansas
$1.33M
4
PCIA
Prime Capital Investment Advisors
Kansas
$879K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$429M -$104M -1,490,394 -19%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.7M +$19.7K +283 +0%
OWM
3
Orgel Wealth Management
Wisconsin
$66.2M +$463K +6,648 +0.7%
KAS
4
Kestra Advisory Services
Texas
$42.4M +$3.68M +52,896 +10%
HPA
5
High Probability Advisors
New York
$20.5M +$960K +13,782 +5%
GLR
6
Great Lakes Retirement
Ohio
$16.7M -$99.5K -1,429 -0.6%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$16.2M -$428K -6,149 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$15.9M +$3.6M +51,744 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.5M +$861K +12,366 +8%
BFG
10
Beacon Financial Group
Texas
$11.1M -$934K -13,410 -8%
SWP
11
Sagespring Wealth Partners
Tennessee
$8.32M +$313K +4,499 +4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.03M +$489K +7,016 +6%
SS
13
Sunbelt Securities
Texas
$6.53M -$116K -1,769 -2%
LPL Financial
14
LPL Financial
California
$5.18M +$753K +10,815 +17%
Morgan Stanley
15
Morgan Stanley
New York
$4.44M -$1.6K -23 -0%
KPWS
16
Kestra Private Wealth Services
Texas
$3.8M +$196K +2,812 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.73M -$4.83M -72,581 -56%
Bank of America
18
Bank of America
North Carolina
$3.26M +$101K +1,455 +3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$3.09M +$233K +3,341 +8%
UW
20
Unique Wealth
Florida
$2.85M -$1.44M -20,717 -34%
QWP
21
Quotient Wealth Partners
Texas
$2.72M -$240K -3,441 -8%
AF
22
Allworth Financial
California
$2.67M +$9.82K +141 +0.4%
Cerity Partners
23
Cerity Partners
New York
$2.52M +$1.04M +14,923 +70%
Citadel Advisors
24
Citadel Advisors
Florida
$2.49M +$1.92M +27,558 +338%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.32M -$58.9K -836 -2%
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