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Fidelity Momentum Factor ETF

80 hedge funds and large institutions have $387M invested in Fidelity Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
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

Top Buyers

1 +$5.72M
2 +$2.87M
3 +$2.21M
4
LPL Financial
LPL Financial
California
+$2.03M
5
ECA
Elevation Capital Advisory
Oregon
+$1.93M

Top Sellers

1 -$6.97M
2 -$3.35M
3 -$2.68M
4
Jane Street
Jane Street
New York
-$2.54M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BWIA
26
Bryant Woods Investment Advisors
New York
$990K
NWM
27
Nova Wealth Management
Florida
$783K
CFB
28
Cullen/Frost Bankers
Texas
$774K
OWM
29
Orgel Wealth Management
Wisconsin
$758K
KOC
30
Koss-Olinger Consulting
Florida
$683K
HPM
31
Hoxton Planning & Management
West Virginia
$655K
JWCA
32
J.W. Cole Advisors
Florida
$635K
AWM
33
AE Wealth Management
Kansas
$623K
SCM
34
Stonehearth Capital Management
Massachusetts
$581K
IWC
35
Integrated Wealth Concepts
Massachusetts
$577K
SWA
36
Sax Wealth Advisors
New Jersey
$566K
KWS
37
Keystone Wealth Services
California
$562K
IC
38
Inscription Capital
Texas
$550K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$456K
HFA
40
High Falls Advisors
New York
$405K
AG
41
Ascent Group
Virginia
$398K
GRP
42
Global Retirement Partners
California
$375K
DWM
43
Darwin Wealth Management
Florida
$360K
AIA
44
AssuredPartners Investment Advisors
Florida
$347K
WI
45
Westbourne Investments
Virginia
$333K
LW
46
Linscomb Wealth
Texas
$333K
EH
47
Equitable Holdings
New York
$312K
SPC
48
Sigma Planning Corp
Michigan
$302K
KIM
49
Kestra Investment Management
Texas
$299K
OMC
50
Old Mission Capital
Illinois
$250K