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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

36 hedge funds and large institutions have $46.4M invested in Fidelity Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
11
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.69M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.1M
3
NR
3
Newfound Research
Massachusetts
$5.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.21M
5
LNC
5
Lincoln National Corp
Pennsylvania
$1.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$5K
2
LI
2
LVZ Inc
Michigan
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$10.5M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$5K
5
HI
5
Harbour Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$176K 3,591 +3,591 New
UBS Group
27
UBS Group
Switzerland
$62K 1,269 +140 +12%
AWA
28
Arkadios Wealth Advisors
Georgia
$51K 1,052 +52 +5%
GEA
29
Glen Eagle Advisors
New Jersey
$23.5K 480 – –
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$8K 168 +168 New
CFGS
31
Concourse Financial Group Securities
Alabama
$7K 149 – –
S
32
SignatureFD
Georgia
$7K 151 – –
Citigroup
33
Citigroup
New York
$5K 102 -643,805 -100%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$5K 102 -65,088 -100%
SWM
35
Spire Wealth Management
Virginia
$5K 100 – –
LI
36
LVZ Inc
Michigan
– – -76,667 Closed
HI
37
Harbour Investments
Wisconsin
– – -12,682 Closed
IA
38
IFP Advisors
Florida
– – -2,064 Closed
Wells Fargo
39
Wells Fargo
California
$0 1 +1 New
1
2