Fidelity Momentum Factor ETF
FDMO
31 hedge funds and large institutions have $55.3M invested in Fidelity Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.
41% more capital invested
Capital invested by funds: $39.3M → $55.3M (+$16M)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
6.62% more ownership
Funds ownership: 43.41% → 50.03% (+6.6%)
6% less funds holding
Funds holding: 33 → 31 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$5.24M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$2.82M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$2.66M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$602K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$385K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$211K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$178K |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$169K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$159K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
26
Glen Eagle Advisors
Kingston,
New Jersey
| $21.2K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $20K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $19K | +$16.5K | +392 | +956% |
|
|
LDFR
29
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $9K | – | – | – |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $7K | +$6.29K | +149 | New |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$385K | -9,543 | Closed |
|
|
SXL
32
Summit X LLC
Chesterfield,
Missouri
| – | -$1.21K | -2,824 | Closed |
|
|
FHA
33
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$80K | -2,000 | Closed |
|
|
AA
34
Advisory Alpha
Holland,
Michigan
| – | -$25K | -600 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$6K | -150 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | +$42 | +1 | New |
|
FDMO Hedge Fund Activity: Q4 2020 in Review
31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2020, worth a combined $55.3M — up 41% from $39.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FDMO and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 11 added.
The largest buyer was Citigroup, adding an estimated $5.24M. The largest seller was Citadel Advisors, exiting entirely with an estimated $385K sold.
- 31 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2020, down from 33 in Q3 2020.
- Funds reported $55.3M of Fidelity Momentum Factor ETF stock for Q4 2020, up 41% quarter-over-quarter.
- 5 funds opened new Fidelity Momentum Factor ETF positions in Q4 2020 and 6 closed out, a net change of -1 holder.
- The largest Fidelity Momentum Factor ETF buyer in Q4 2020 was Citigroup, an estimated $5.24M added.
- The largest Fidelity Momentum Factor ETF seller in Q4 2020 was Citadel Advisors, an estimated $385K sold.
Based on aggregated 13F filings for Q4 2020.