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Fidelity Momentum Factor ETF

50 hedge funds and large institutions have $217M invested in Fidelity Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $134M → $217M (+$83M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

34.91% more ownership

Funds ownership: 60.44%95.35% (+35%)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more funds holding

Funds holding: 4950 (+1)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Prudential plc
United Kingdom
$647K +$105K +1,650 +20%
SWA
27
Sax Wealth Advisors
New Jersey
$601K -$63.6K -1,000 -10%
Bank of America
28
Bank of America
North Carolina
$553K -$144K -2,269 -21%
HPM
29
Hoxton Planning & Management
West Virginia
$551K
UBS Group
30
UBS Group
Switzerland
$450K +$378K +5,946 +694%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$438K
IC
32
Inscription Capital
Texas
$437K
GRP
33
Global Retirement Partners
California
$296K +$268K +4,214 +1,572%
DWM
34
Darwin Wealth Management
Florida
$290K +$279K +4,390 New
LW
35
Linscomb Wealth
Texas
$265K
SCM
36
Stonehearth Capital Management
Massachusetts
$238K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$117K -$33.3K -524 -23%
SS
38
Sunbelt Securities
Texas
$102K -$264K -4,153 -73%
CFB
39
Cullen/Frost Bankers
Texas
$78.9K +$43.9K +690 +137%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$47.2K
FFA
41
Founders Financial Alliance
North Carolina
$37.2K +$35.7K +562 New
IAIM
42
International Assets Investment Management
Florida
$20.1K +$63.9M +1,005,534 New
CAM
43
Clarity Asset Management
Iowa
$16.1K +$64 +1 +0.4%
GEA
44
Glen Eagle Advisors
New Jersey
$5.29K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$5.22K +$5.02K +79 New
S
46
SignatureFD
Georgia
$3.37K
SWM
47
Spire Wealth Management
Virginia
$1.52K
TRCT
48
Tower Research Capital (TRC)
New York
$1.32K
VWWMG
49
Vermillion & White Wealth Management Group
Pennsylvania
$1.32K
Wells Fargo
50
Wells Fargo
California
$49 +$64 +1 New

FDMO Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q3 2024, worth a combined $217M — up 62% from $134M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FDMO positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $76.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.37M sold.

  • 50 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $217M of Fidelity Momentum Factor ETF stock for Q3 2024, up 62% quarter-over-quarter.
  • 7 funds opened new Fidelity Momentum Factor ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q3 2024 was Fidelity Investments, an estimated $76.9M added.
  • The largest Fidelity Momentum Factor ETF seller in Q3 2024 was Goldman Sachs, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2024.