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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

35 hedge funds and large institutions have $69.7M invested in Fidelity Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
7
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$12.7M
2
LWA
2
Lineweaver Wealth Advisors
Ohio
$4.27M
3
Citigroup
3
Citigroup
New York
$14.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.12M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.43M
2
LI
2
LVZ Inc
Michigan
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.64M
4
NR
4
Newfound Research
Massachusetts
$2.91M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
26
Prudential plc
United Kingdom
$260K 5,800 -100 -2%
SWA
27
Stratos Wealth Advisors
Ohio
$244K 5,444 +5,444 New
SFS
28
Sowell Financial Services
Arkansas
$191K 4,120 -437 -10%
UBS Group
29
UBS Group
Switzerland
$55K 1,224 +1,224 New
IA
30
IFP Advisors
Florida
$54K 1,281 +838 +189%
SWM
31
Spire Wealth Management
Virginia
$22K 480 +480 New
GEA
32
Glen Eagle Advisors
New Jersey
$21.6K 480 – –
CFGS
33
Concourse Financial Group Securities
Alabama
$7K 149 – –
S
34
SignatureFD
Georgia
$7K 151 +151 New
LI
35
LVZ Inc
Michigan
– – -63,088 Closed
FPGK
36
Financial Partners Group (Kansas)
Kansas
– – -4,480 Closed
IA
37
Inspire Advisors
Idaho
– – -901 Closed
ASN
38
Advisory Services Network
Georgia
– – -433 Closed
LDFR
39
Lehman & Derafelo Financial Resources
Pennsylvania
– – -200 Closed
Wells Fargo
40
Wells Fargo
California
$0 1 – –
1
2