Fidelity Momentum Factor ETF
FDMO
34 hedge funds and large institutions have $58.2M invested in Fidelity Momentum Factor ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.
8% more capital invested
Capital invested by funds: $54.1M → $58.2M (+$4.06M)
4.57% more ownership
Funds ownership: 42.92% → 47.49% (+4.6%)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.81M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$3.26M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.71M |
| 4 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$1.25M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.03M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.01M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.65M |
| 4 |
Goldman Sachs
New York
|
-$882K |
| 5 |
Morgan Stanley
New York
|
-$385K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
26
Prudential plc
London, England,
United Kingdom
| $229K | +$6.97K | +140 | +3% |
|
|
FT
27
Fiduciary Trust
Boston,
Massachusetts
| $215K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $35K | -$4.63K | -93 | -12% |
|
|
GEA
29
Glen Eagle Advisors
Kingston,
New Jersey
| $24.5K | – | – | – |
|
30
Rockefeller Capital Management
New York
| $23K | -$76.2K | -1,532 | -76% |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $18K | – | – | – |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $15K | +$14.9K | +300 | New |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $8K | +$11.7K | +235 | New |
|
|
SWM
34
Spire Wealth Management
Mclean,
Virginia
| $5K | – | – | – |
|
|
LNC
35
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$2.03M | -37,749 | Closed |
|
|
TCWM
36
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$24K | -450 | Closed |
|
37
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6K | -102 | Closed |
|
38
Citigroup
New York
| – | -$5K | -102 | Closed |
|
|
IAG
39
Investmark Advisory Group
Shelton,
Connecticut
| – | -$2K | -48 | Closed |
|
FDMO Hedge Fund Activity: Q1 2022 in Review
34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2022, worth a combined $58.2M — up 7.5% from $54.1M a quarter earlier.
Fund positioning in FDMO was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 15 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6.81M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $2.03M sold.
- 34 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $58.2M of Fidelity Momentum Factor ETF stock for Q1 2022, up 7.5% quarter-over-quarter.
- 5 funds opened new Fidelity Momentum Factor ETF positions in Q1 2022 and 5 closed out, a net change of 0 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $6.81M added.
- The largest Fidelity Momentum Factor ETF seller in Q1 2022 was Lincoln National Corp, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2022.