Fidelity Momentum Factor ETF
FDMO
28 hedge funds and large institutions have $34.9M invested in Fidelity Momentum Factor ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
12% more funds holding
Funds holding: 25 → 28 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.48% less ownership
Funds ownership: 40.5% → 34.02% (-6.5%)
10% less capital invested
Capital invested by funds: $38.7M → $34.9M (-$3.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.08M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$714K |
| 3 |
LPL Financial
San Diego,
California
|
+$463K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$460K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$432K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.03M |
| 2 |
Jane Street
New York
|
-$1.99M |
| 3 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$777K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$776K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$658K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $2K | – | – | – |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $1.41K | +$1.37K | +40 | New |
|
28
BlackRock
New York
| $1K | +$1.2K | +35 | New |
|
|
BCI
29
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$5.03M | -153,000 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$658K | -20,033 | Closed |
|
|
GFPC
31
Global Financial Private Capital
Sarasota,
Florida
| – | -$494K | -15,042 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$21K | -626 | Closed |
|
33
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$16K | -478 | Closed |
|
FDMO Hedge Fund Activity: Q3 2018 in Review
28 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q3 2018, worth a combined $34.9M — down 9.9% from $38.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDMO positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.08M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.03M sold.
- 28 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q3 2018, up from 25 in Q2 2018.
- Funds reported $34.9M of Fidelity Momentum Factor ETF stock for Q3 2018, down 9.9% quarter-over-quarter.
- 8 funds opened new Fidelity Momentum Factor ETF positions in Q3 2018 and 5 closed out, a net change of +3 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.08M added.
- The largest Fidelity Momentum Factor ETF seller in Q3 2018 was Brinker Capital Investments, an estimated $5.03M sold.
Based on aggregated 13F filings for Q3 2018.