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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

72 hedge funds and large institutions have $360M invested in Fidelity Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$4.44M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.15M
3
ACM
3
Absolute Capital Management
Pennsylvania
$3.35M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$90.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.05M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M
2
AWM
2
AE Wealth Management
Kansas
$1.42M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.89M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$0
5
OMC
5
Old Mission Capital
Illinois
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M 1,890,759 -835,000 -31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$90.3M 1,189,877 +24,814 +2%
GLR
3
Great Lakes Retirement
Ohio
$17.4M 228,747 +1,797 +0.8%
PS
4
Portfolio Strategies
New York
$11.4M 150,134 +4,597 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10.7M 141,318 +8,633 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$9.87M 130,159 +11,278 +9%
KAS
7
Kestra Advisory Services
Texas
$5.4M 71,151 +4,877 +7%
KPWS
8
Kestra Private Wealth Services
Texas
$4.75M 62,569 +712 +1%
Cerity Partners
9
Cerity Partners
New York
$4.55M 59,997 -2,094 -3%
NA
10
NewEdge Advisors
Louisiana
$4.44M 58,485 +46,144 +374%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.05M 53,356 +19,451 +57%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.78M 49,872 -328 -0.7%
Goldman Sachs
13
Goldman Sachs
New York
$3.39M 44,696 +9,761 +28%
ACM
14
Absolute Capital Management
Pennsylvania
$3.35M 44,100 +25,700 +140%
Jane Street
15
Jane Street
New York
$2.54M 33,444 -2,354 -7%
LPL Financial
16
LPL Financial
California
$2.47M 32,611 +5,624 +21%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2.26M 29,822 +13,035 +78%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$2.19M 28,876 +2,451 +9%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.15M 28,300 +28,300 New
PP
20
Prudential plc
United Kingdom
$2.08M 27,355 +12,490 +84%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.02M 27,259 -2,640 -9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.92M 25,257 -604 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$1.89M 24,972 -17,224 -41%
FIA
24
Foundations Investment Advisors
Arizona
$1.7M 22,410 +2,786 +14%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.67M 21,985 +244 +1%
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