Fidelity Momentum Factor ETF
FDMO
35 hedge funds and large institutions have $54M invested in Fidelity Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
3.27% more ownership
Funds ownership: 47.49% → 50.76% (+3.3%)
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $58.2M → $54M (-$4.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$8.83M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.77M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$610K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.28M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$3.35M |
| 3 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
-$1.28M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$706K |
| 5 |
OCM
Orser Capital Management
Southlake,
Texas
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $104K | +$92.6K | +2,040 | +420% |
|
|
TCWM
27
Total Clarity Wealth Management
St. Charles,
Illinois
| $19K | +$20.4K | +450 | New |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $15K | – | – | – |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $13K | – | – | – |
|
|
GEA
30
Glen Eagle Advisors
Kingston,
New Jersey
| $9.6K | -$11.4K | -250 | -52% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
|
SWM
32
Spire Wealth Management
Mclean,
Virginia
| $4K | – | – | – |
|
33
UBS Group
Zurich,
Switzerland
| $1K | -$30.7K | -675 | -98% |
|
|
AW
34
ACG Wealth
Atlanta,
Georgia
| $1K | +$1.27K | +28 | New |
|
|
LI
35
LVZ Inc
Holland,
Michigan
| – | -$3.35M | -65,582 | Closed |
|
|
BFA
36
BMS Financial Advisors
Rapid City,
South Dakota
| – | -$1.28M | -25,060 | Closed |
|
|
OCM
37
Orser Capital Management
Southlake,
Texas
| – | -$276K | -5,405 | Closed |
|
|
FT
38
Fiduciary Trust
Boston,
Massachusetts
| – | -$215K | -4,214 | Closed |
|
39
Wells Fargo
San Francisco,
California
| – | +$45 | +1 | New |
|
FDMO Hedge Fund Activity: Q2 2022 in Review
35 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2022, worth a combined $54M — down 7.1% from $58.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDMO positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $8.83M. The largest seller was Fidelity Investments, cutting an estimated $4.28M.
- 35 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2022, up from 34 in Q1 2022.
- Funds reported $54M of Fidelity Momentum Factor ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
- 5 funds opened new Fidelity Momentum Factor ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
- The largest Fidelity Momentum Factor ETF buyer in Q2 2022 was Cerity Partners OCIO, an estimated $8.83M added.
- The largest Fidelity Momentum Factor ETF seller in Q2 2022 was Fidelity Investments, an estimated $4.28M sold.
Based on aggregated 13F filings for Q2 2022.