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Fidelity Quality Factor ETF

136 hedge funds and large institutions have $865M invested in Fidelity Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

9% more funds holding

Funds holding: 125136 (+11)

5% more capital invested

Capital invested by funds: $825M → $865M (+$40.1M)

1.84% less ownership

Funds ownership: 79.02%77.19% (-1.8%)

Holders
136
Holders Change
+11
Holders Change %
+8.8%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$430M -$28.9M -400,992 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$86.4M +$3.97M +55,097 +5%
OWM
3
Orgel Wealth Management
Wisconsin
$69.7M -$1.35M -18,761 -2%
KAS
4
Kestra Advisory Services
Texas
$47.3M +$1.77M +24,521 +4%
HPA
5
High Probability Advisors
New York
$22.7M +$637K +8,840 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$18.4M +$1.25M +17,304 +8%
GLR
7
Great Lakes Retirement
Ohio
$18.4M +$457K +6,336 +3%
BFG
8
Beacon Financial Group
Texas
$11.3M -$532K -7,378 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.1M -$1.18M -16,402 -10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11M +$2.31M +32,010 +28%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$10.1M -$7.05M -97,787 -42%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.73M +$806K +11,182 +9%
SWP
13
Sagespring Wealth Partners
Tennessee
$8.85M -$79.6K -1,105 -0.9%
SS
14
Sunbelt Securities
Texas
$8.09M +$605K +8,397 +8%
LPL Financial
15
LPL Financial
California
$5.9M +$332K +4,601 +6%
Morgan Stanley
16
Morgan Stanley
New York
$4.67M -$91.4K -1,268 -2%
KPWS
17
Kestra Private Wealth Services
Texas
$4.25M +$165K +2,292 +4%
Raymond James Financial
18
Raymond James Financial
Florida
$4.13M +$3.95M +54,825 +11,470%
KWS
19
Keystone Wealth Services
California
$3.78M +$3.25M +45,053 +805%
Bank of America
20
Bank of America
North Carolina
$3.48M -$16.4K -227 -0.5%
UW
21
Unique Wealth
Florida
$3.19M +$129K +1,789 +4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$3.11M -$204K -2,836 -6%
QWP
23
Quotient Wealth Partners
Texas
$2.93M +$3.82K +53 +0.1%
AF
24
Allworth Financial
California
$2.9M +$36.9K +512 +1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.73M +$259K +3,590 +11%

FQAL Hedge Fund Activity: Q3 2025 in Review

136 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q3 2025, worth a combined $865M — up 4.9% from $825M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FQAL positions and 8 closed out — a net gain of 15 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.97M. The largest seller was Fidelity Investments, cutting an estimated $28.9M.

  • 136 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q3 2025, up from 125 in Q2 2025.
  • Funds reported $865M of Fidelity Quality Factor ETF stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 23 funds opened new Fidelity Quality Factor ETF positions in Q3 2025 and 8 closed out, a net change of +15 holders.
  • The largest Fidelity Quality Factor ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $3.97M added.
  • The largest Fidelity Quality Factor ETF seller in Q3 2025 was Fidelity Investments, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2025.