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Fidelity Momentum Factor ETF

74 hedge funds and large institutions have $361M 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, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
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
OMC
26
Old Mission Capital
Illinois
$1.57M
AWS
27
Atria Wealth Solutions
New York
$1.51M
AWM
28
AE Wealth Management
Kansas
$1.42M
Bank of America
29
Bank of America
North Carolina
$1.39M
SB
30
Strategic Blueprint
Georgia
$1.36M
Morgan Stanley
31
Morgan Stanley
New York
$1.32M
BWIA
32
Bryant Woods Investment Advisors
New York
$962K
SS
33
Sunbelt Securities
Texas
$772K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$754K
NWM
35
Nova Wealth Management
Florida
$726K
KOC
36
Koss-Olinger Consulting
Florida
$683K
OWM
37
Orgel Wealth Management
Wisconsin
$670K
CFB
38
Cullen/Frost Bankers
Texas
$636K
HPM
39
Hoxton Planning & Management
West Virginia
$598K
IWC
40
Integrated Wealth Concepts
Massachusetts
$561K
KIM
41
Kestra Investment Management
Texas
$532K
SCM
42
Stonehearth Capital Management
Massachusetts
$530K
SWA
43
Sax Wealth Advisors
New Jersey
$517K
IC
44
Inscription Capital
Texas
$501K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$393K
AG
46
Ascent Group
Virginia
$366K
KWS
47
Keystone Wealth Services
California
$362K
GRP
48
Global Retirement Partners
California
$342K
DWM
49
Darwin Wealth Management
Florida
$328K
AIA
50
AssuredPartners Investment Advisors
Florida
$316K