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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

33 hedge funds and large institutions have $39.3M invested in Fidelity Momentum Factor ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
6
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$4.87M
2
KAS
2
Kestra Advisory Services
Texas
$3.37M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.72M
4
NR
4
Newfound Research
Massachusetts
$734K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.51M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$385K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$417K
5
DWM
5
Darwin Wealth Management
Florida
$581K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$24K 600 +600 New
GEA
27
Glen Eagle Advisors
New Jersey
$19.4K 480 – –
IA
28
IFP Advisors
Florida
$18K 443 +443 New
LDFR
29
Lehman & Derafelo Financial Resources
Pennsylvania
$8K 200 – –
UBS Group
30
UBS Group
Switzerland
$6K 150 +150 New
ASN
31
Advisory Services Network
Georgia
$2K 41 +41 New
SXL
32
Summit X LLC
Missouri
$1.21K 2,824 +2,824 New
LI
33
LVZ Inc
Michigan
– – -57,298 Closed
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
– – -31,598 Closed
CFGS
35
Concourse Financial Group Securities
Alabama
– – -350 Closed
SPIA
36
Steward Partners Investment Advisory
New York
– – -15 Closed
Wells Fargo
37
Wells Fargo
California
– – -1 Closed
AWM
38
Adams Wealth Management
Utah
$0 8 +8 New
1
2