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Fidelity Momentum Factor ETF

89 hedge funds and large institutions have $438M invested in Fidelity Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.28M
NWM
27
Nova Wealth Management
Florida
$1.1M
BWIA
28
Bryant Woods Investment Advisors
New York
$1M
JWCA
29
J.W. Cole Advisors
Florida
$925K
AWM
30
AE Wealth Management
Kansas
$907K
CFB
31
Cullen/Frost Bankers
Texas
$801K
P
32
&Partners
Tennessee
$776K
OWM
33
Orgel Wealth Management
Wisconsin
$752K
KWS
34
Keystone Wealth Services
California
$619K
MWM
35
Mosley Wealth Management
California
$618K
SCM
36
Stonehearth Capital Management
Massachusetts
$586K
SWA
37
Sax Wealth Advisors
New Jersey
$572K
IC
38
Inscription Capital
Texas
$555K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$543K
KIM
40
Kestra Investment Management
Texas
$510K
WIA
41
World Investment Advisors
California
$494K
EH
42
Equitable Holdings
New York
$451K
MGWM
43
Marks Group Wealth Management
Minnesota
$433K
WI
44
Westbourne Investments
Virginia
$431K
VA
45
Valmark Advisers
Ohio
$424K
SPC
46
Sigma Planning Corp
Michigan
$421K
AG
47
Ascent Group
Virginia
$408K
CA
48
Calton & Associates
Florida
$407K
GRP
49
Global Retirement Partners
California
$379K
DWM
50
Darwin Wealth Management
Florida
$364K