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Fidelity Momentum Factor ETF

96 hedge funds and large institutions have $543M invested in Fidelity Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $438M → $543M (+$105M)

7% more funds holding

Funds holding: 9096 (+6)

5.53% more ownership

Funds ownership: 72.46%77.99% (+5.5%)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$245M +$79.6M +946,936 +45%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$113M +$8.18M +97,232 +7%
KAS
3
Kestra Advisory Services
Texas
$16.8M +$12.7M +151,049 +258%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.5M +$892K +10,603 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$13.7M +$2.44M +28,994 +20%
PS
6
Portfolio Strategies
New York
$12.1M -$242K -2,877 -2%
LPL Financial
7
LPL Financial
California
$11.6M +$3.23M +38,432 +36%
GLR
8
Great Lakes Retirement
Ohio
$11M -$7.69M -91,457 -40%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.11M +$379K +4,510 +5%
FHC
10
First Heartland Consultants
Missouri
$7.46M +$7.83M +93,114 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.98M +$323K +3,839 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$6.86M +$5.21M +61,898 +228%
MGWM
13
Marks Group Wealth Management
Minnesota
$6.82M +$6.72M +79,957 +1,549%
KPWS
14
Kestra Private Wealth Services
Texas
$5.69M +$75.3K +895 +1%
Goldman Sachs
15
Goldman Sachs
New York
$5.04M +$4.98M +59,206 +1,573%
Cerity Partners
16
Cerity Partners
New York
$4.57M +$16.2K +193 +0.3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.49M +$2.38M +28,269 +185%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$3.46M +$1.58M +18,731 +77%
AI
19
Atria Investments
North Carolina
$3M +$3.15M +37,429 New
SB
20
Strategic Blueprint
Georgia
$2.7M +$74.8K +889 +3%
PS
21
Principal Securities
Iowa
$2.53M +$2.66M +31,598 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.37M +$1.02M +12,112 +69%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.16M -$981K -11,669 -30%
Bank of America
24
Bank of America
North Carolina
$2.03M -$204K -2,421 -9%
Morgan Stanley
25
Morgan Stanley
New York
$2.01M +$194K +2,312 +10%

FDMO Hedge Fund Activity: Q1 2026 in Review

96 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2026, worth a combined $543M — up 24% from $438M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDMO positions and 7 closed out — a net gain of 10 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $79.6M. The largest seller was Great Lakes Retirement, cutting an estimated $7.69M.

  • 96 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2026, up from 90 in Q4 2025.
  • Funds reported $543M of Fidelity Momentum Factor ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 17 funds opened new Fidelity Momentum Factor ETF positions in Q1 2026 and 7 closed out, a net change of +10 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q1 2026 was Fidelity Investments, an estimated $79.6M added.
  • The largest Fidelity Momentum Factor ETF seller in Q1 2026 was Great Lakes Retirement, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2026.