Fidelity Momentum Factor ETF
FDMO
34 hedge funds and large institutions have $54.1M invested in Fidelity Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 7 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
17% more capital invested
Capital invested by funds: $46.4M → $54.1M (+$7.67M)
3.43% more ownership
Funds ownership: 39.49% → 42.92% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 36 → 34 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.53M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.25M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$486K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$441K |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
+$432K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.43M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$450K |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$330K |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$226K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$176K |
FDMO Hedge Fund Activity: Q4 2021 in Review
34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2021, worth a combined $54.1M — up 17% from $46.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FDMO and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.53M. The largest seller was Fidelity Investments, cutting an estimated $1.43M.
- 34 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2021, down from 36 in Q3 2021.
- Funds reported $54.1M of Fidelity Momentum Factor ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 5 funds opened new Fidelity Momentum Factor ETF positions in Q4 2021 and 7 closed out, a net change of -2 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $1.53M added.
- The largest Fidelity Momentum Factor ETF seller in Q4 2021 was Fidelity Investments, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2021.