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Fidelity Quality Factor ETF
FQAL

144 hedge funds and large institutions have $891M invested in Fidelity Quality Factor ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

6% more funds holding

Funds holding: 136 → 144 (+8)

3% more capital invested

Capital invested by funds: $865M → $891M (+$25.8M)

0.4% more ownership

Funds ownership: 77.19% → 77.58% (+0.4%)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
64
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Principal Securities
Iowa
+$7.98M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.36M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.91M
4
CPSAC
Chas P. Smith & Associates (CPS)
Florida
+$3.34M
5
KAS
Kestra Advisory Services
Texas
+$3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.1M
2
LI
LVZ Inc
Michigan
-$1.89M
3
OWM
Orgel Wealth Management
Wisconsin
-$1.7M
4
Goldman Sachs
Goldman Sachs
New York
-$1.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$772K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$420M -$15.1M -201,876 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$92.8M +$5.36M +71,419 +6%
OWM
3
Orgel Wealth Management
Wisconsin
$68.8M -$1.7M -22,691 -2%
KAS
4
Kestra Advisory Services
Texas
$50.9M +$3M +40,034 +6%
HPA
5
High Probability Advisors
New York
$23.4M +$452K +6,021 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$18.7M +$127K +1,688 +0.7%
GLR
7
Great Lakes Retirement
Ohio
$18.3M -$269K -3,584 -1%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$13.6M +$3.34M +44,528 +33%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$12.6M +$1.43M +19,104 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$11.3M +$89.7K +1,195 +0.8%
BFG
11
Beacon Financial Group
Texas
$10.8M -$625K -8,328 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.51M -$376K -5,010 -4%
SWP
13
Sagespring Wealth Partners
Tennessee
$9.03M +$82.6K +1,101 +0.9%
SS
14
Sunbelt Securities
Texas
$8.3M +$118K +1,574 +1%
PS
15
Principal Securities
Iowa
$8.26M +$7.98M +106,345 +3,702%
LPL Financial
16
LPL Financial
California
$6.51M +$536K +7,137 +9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.9M +$3.91M +52,077 +201%
Morgan Stanley
18
Morgan Stanley
New York
$5.01M +$279K +3,717 +6%
KPWS
19
Kestra Private Wealth Services
Texas
$4.76M +$456K +6,075 +11%
Raymond James Financial
20
Raymond James Financial
Florida
$4.21M +$29.6K +395 +0.7%
Bank of America
21
Bank of America
North Carolina
$3.89M +$369K +4,919 +11%
KWS
22
Keystone Wealth Services
California
$3.89M +$62.9K +838 +2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$3.44M +$293K +3,898 +9%
FA
24
Fullerton Advisors
California
$3.33M +$3.31M +44,115 New
UW
25
Unique Wealth
Florida
$3.27M +$40.3K +537 +1%
1
2 3 4 5

FQAL Hedge Fund Activity: Q4 2025 in Review

144 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Quality Factor ETF (FQAL) for Q4 2025, worth a combined $891M — up 3% from $865M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FQAL positions and 16 closed out — a net gain of 9 holders — while 64 added to existing stakes and 31 trimmed.

The largest buyer was Principal Securities, adding an estimated $7.98M. The largest seller was Fidelity Investments, cutting an estimated $15.1M.

  • 144 institutional investors held Fidelity Quality Factor ETF (FQAL) as of Q4 2025, up from 136 in Q3 2025.
  • Funds reported $891M of Fidelity Quality Factor ETF stock for Q4 2025, up 3% quarter-over-quarter.
  • 25 funds opened new Fidelity Quality Factor ETF positions in Q4 2025 and 16 closed out, a net change of +9 holders.
  • The largest Fidelity Quality Factor ETF buyer in Q4 2025 was Principal Securities, an estimated $7.98M added.
  • The largest Fidelity Quality Factor ETF seller in Q4 2025 was Fidelity Investments, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2025.