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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 %
OMC
26
Old Mission Capital
Illinois
$1.57M 20,695 -10,915 -35%
AWS
27
Atria Wealth Solutions
New York
$1.51M 19,952 -1,755 -8%
AWM
28
AE Wealth Management
Kansas
$1.42M 18,706 -69,065 -79%
Bank of America
29
Bank of America
North Carolina
$1.39M 18,330 +2,266 +14%
SB
30
Strategic Blueprint
Georgia
$1.36M 17,975 +17,975 New
Morgan Stanley
31
Morgan Stanley
New York
$1.32M 17,349 -3,253 -16%
BWIA
32
Bryant Woods Investment Advisors
New York
$962K 12,680 +12 +0.1%
SS
33
Sunbelt Securities
Texas
$772K 11,089 +8,973 +424%
NWM
34
Nova Wealth Management
Florida
$726K 9,568 -305 -3%
KOC
35
Koss-Olinger Consulting
Florida
$683K 9,000 -3,000 -25%
OWM
36
Orgel Wealth Management
Wisconsin
$670K 8,831 +8,831 New
CFB
37
Cullen/Frost Bankers
Texas
$636K 8,384 +1,020 +14%
HPM
38
Hoxton Planning & Management
West Virginia
$598K 7,878 – –
IWC
39
Integrated Wealth Concepts
Massachusetts
$561K 7,397 +478 +7%
KIM
40
Kestra Investment Management
Texas
$532K 7,505 +4,090 +120%
SCM
41
Stonehearth Capital Management
Massachusetts
$530K 6,980 +3,378 +94%
SWA
42
Sax Wealth Advisors
New Jersey
$517K 6,811 -865 -11%
IC
43
Inscription Capital
Texas
$501K 6,610 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$393K 5,179 +3,232 +166%
AG
45
Ascent Group
Virginia
$366K 4,826 +99 +2%
KWS
46
Keystone Wealth Services
California
$362K 4,768 +1,515 +47%
GRP
47
Global Retirement Partners
California
$342K 4,504 +4,504 New
DWM
48
Darwin Wealth Management
Florida
$328K 4,326 -69 -2%
AIA
49
AssuredPartners Investment Advisors
Florida
$316K 4,168 -1,061 -20%
LW
50
Linscomb Wealth
Texas
$303K 4,000 – –
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