Fidelity Momentum Factor ETF
FDMO
36 hedge funds and large institutions have $38M invested in Fidelity Momentum Factor ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.73% less ownership
Funds ownership: 38.77% → 34.04% (-4.7%)
8% less funds holding
Funds holding: 39 → 36 (-3)
12% less capital invested
Capital invested by funds: $43.2M → $38M (-$5.25M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$953K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$326K |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$119K |
| 4 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$57.4K |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$2.41M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.56M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$988K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$948K |
| 5 |
Jane Street
New York
|
-$872K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $19K | – | – | – |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $16.5K | – | – | – |
|
|
RCAG
28
Rehmann Capital Advisory Group
Lansing,
Michigan
| $15.3K | – | – | – |
|
|
LPWM
29
Lake Point Wealth Management
Rockwall,
Texas
| $12K | – | – | – |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $12K | +$1.84K | +53 | +18% |
|
31
Fidelity Investments
Boston,
Massachusetts
| $11K | – | – | – |
|
|
MWM
32
Mascoma Wealth Management
Hanover,
New Hampshire
| $11K | – | – | – |
|
|
LDFR
33
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $7K | -$1.87K | -54 | -21% |
|
|
PB
34
Pinnacle Bancorp
Beatrice,
Nebraska
| $6K | – | – | – |
|
35
BlackRock
New York
| $1K | – | – | – |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$988K | -29,223 | Closed |
|
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$948K | -28,056 | Closed |
|
|
38
Jane Street
New York
| – | -$872K | -25,800 | Closed |
|
|
PFA
39
Pinnacle Family Advisors
Springfield,
Missouri
| – | -$419K | -12,385 | Closed |
|
|
AA
40
Advisory Alpha
Holland,
Michigan
| – | -$20.6K | -600 | Closed |
|
FDMO Hedge Fund Activity: Q2 2019 in Review
36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2019, worth a combined $38M — down 12% from $43.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDMO and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 11 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $953K. The largest seller was Summit X LLC, cutting an estimated $2.41M.
- 36 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2019, down from 39 in Q1 2019.
- Funds reported $38M of Fidelity Momentum Factor ETF stock for Q2 2019, down 12% quarter-over-quarter.
- 2 funds opened new Fidelity Momentum Factor ETF positions in Q2 2019 and 5 closed out, a net change of -3 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q2 2019 was Commonwealth Equity Services, an estimated $953K added.
- The largest Fidelity Momentum Factor ETF seller in Q2 2019 was Summit X LLC, an estimated $2.41M sold.
Based on aggregated 13F filings for Q2 2019.