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Fidelity Momentum Factor ETF

50 hedge funds and large institutions have $114M invested in Fidelity Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
50
Holders Change
+15
Holders Change %
+42.86%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
11
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HPM
26
Hoxton Planning & Management
West Virginia
$503K 8,335 -531 -6%
TC
27
Trilogy Capital
California
$492K 8,146 -24,260 -75%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$419K 6,946 +6,930 +43,313%
TWC
29
TD Waterhouse Canada
Ontario, Canada
$399K 6,690 +6,690 New
IC
30
Inscription Capital
Texas
$399K 6,610
AWS
31
Atria Wealth Solutions
New York
$374K 6,190 +6,190 New
PP
32
Prudential plc
United Kingdom
$350K 5,795 -12,240 -68%
DWM
33
Darwin Wealth Management
Florida
$327K 5,419 +3 +0.1%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$268K 4,439 +4,439 New
OMC
35
Old Mission Capital
Illinois
$261K 4,330 +4,330 New
FT
36
Fiduciary Trust
Massachusetts
$254K 4,214
CW
37
CreativeOne Wealth
Kansas
$245K 4,067 +4,067 New
LW
38
Linscomb Wealth
Texas
$241K 4,000 +4,000 New
CA
39
Cetera Advisors
Colorado
$231K 3,834 +3,834 New
SCM
40
Stonehearth Capital Management
Massachusetts
$217K 3,602 +3,602 New
SS
41
Sunbelt Securities
Texas
$212K 3,512 +3,512 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$43.1K 714 +714 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$18K 300
UBS Group
44
UBS Group
Switzerland
$18K 298 +298 New
GRP
45
Global Retirement Partners
California
$16.2K 268 +268 New
GEA
46
Glen Eagle Advisors
New Jersey
$4.83K 80
S
47
SignatureFD
Georgia
$3.08K 51 +51 New
SWM
48
Spire Wealth Management
Virginia
$1.51K 25
TRCT
49
Tower Research Capital (TRC)
New York
$1.21K 20
VWWMG
50
Vermillion & White Wealth Management Group
Pennsylvania
$1.21K 20 +20 New