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Fidelity Momentum Factor ETF
FDMO

49 hedge funds and large institutions have $134M invested in Fidelity Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $114M → $134M (+$20.1M)

0.34% more ownership

Funds ownership: 60.11% → 60.44% (+0.34%)

2% less funds holding

Funds holding: 50 → 49 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
18
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.56M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.7M
3
RJA
Raymond James & Associates
Florida
+$1.65M
4
FEM
Fulcrum Equity Management
Texas
+$1.2M
5
Goldman Sachs
Goldman Sachs
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.22M
2
Citadel Advisors
Citadel Advisors
Florida
-$865K
3
Osaic Holdings
Osaic Holdings
Arizona
-$672K
4
TC
Trilogy Capital
California
-$492K
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
26
Sax Wealth Advisors
New Jersey
$643K – – –
HPM
27
Hoxton Planning & Management
West Virginia
$531K – – –
PP
28
Prudential plc
United Kingdom
$518K +$142K +2,340 +40%
TWC
29
TD Waterhouse Canada
Ontario, Canada
$427K – – –
IC
30
Inscription Capital
Texas
$421K – – –
SS
31
Sunbelt Securities
Texas
$363K +$132K +2,178 +62%
LCGC
32
Legacy Capital Group California
California
$295K +$281K +4,628 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$289K -$1.22M -20,084 -82%
FT
34
Fiduciary Trust
Massachusetts
$269K – – –
LW
35
Linscomb Wealth
Texas
$255K – – –
SCM
36
Stonehearth Capital Management
Massachusetts
$230K – – –
CW
37
CreativeOne Wealth
Kansas
$215K -$42.2K -695 -17%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$146K -$283K -4,655 -67%
UBS Group
39
UBS Group
Switzerland
$54.6K +$33.9K +559 +188%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$45.5K – – –
CFB
41
Cullen/Frost Bankers
Texas
$32K +$30.5K +502 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$19K – – –
GRP
43
Global Retirement Partners
California
$17.1K – – –
CAM
44
Clarity Asset Management
Iowa
$15.4K +$14.7K +242 New
GEA
45
Glen Eagle Advisors
New Jersey
$5.1K – – –
S
46
SignatureFD
Georgia
$3.25K – – –
SWM
47
Spire Wealth Management
Virginia
$1.47K -$121 -2 -8%
TRCT
48
Tower Research Capital (TRC)
New York
$1.27K – – –
VWWMG
49
Vermillion & White Wealth Management Group
Pennsylvania
$1.27K – – –
Wells Fargo
50
Wells Fargo
California
$6 – – –
1
2
3

FDMO Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2024, worth a combined $134M — up 18% from $114M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDMO positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.56M. The largest seller was Susquehanna International Group, cutting an estimated $1.22M.

  • 49 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2024, down from 50 in Q1 2024.
  • Funds reported $134M of Fidelity Momentum Factor ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 5 funds opened new Fidelity Momentum Factor ETF positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest Fidelity Momentum Factor ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $8.56M added.
  • The largest Fidelity Momentum Factor ETF seller in Q2 2024 was Susquehanna International Group, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2024.