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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

58 hedge funds and large institutions have $266M invested in Fidelity Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
20
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.22M
3
SW
3
SteelPeak Wealth
California
$2.46M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.33M
5
KPWS
5
Kestra Private Wealth Services
Texas
$3.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.4M
3
UBS Group
3
UBS Group
Switzerland
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$963K
5
GLR
5
Great Lakes Retirement
Ohio
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$797K 11,443 -162 -1%
SS
27
Sunbelt Securities
Texas
$778K 11,089 +9,552 +621%
Bank of America
28
Bank of America
North Carolina
$765K 10,984 +2,625 +31%
Two Sigma Investments
29
Two Sigma Investments
New York
$613K 8,800 +8,800 New
SWA
30
Sax Wealth Advisors
New Jersey
$554K 7,960 -1,130 -12%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$466K 6,690 – –
AIA
32
AssuredPartners Investment Advisors
Florida
$369K 5,306 +5,306 New
FIA
33
Foundations Investment Advisors
Arizona
$351K 5,047 +5,047 New
GRP
34
Global Retirement Partners
California
$314K 4,504 +22 +0.5%
DWM
35
Darwin Wealth Management
Florida
$306K 4,395 +5 +0.1%
LW
36
Linscomb Wealth
Texas
$278K 4,000 – –
Goldman Sachs
37
Goldman Sachs
New York
$262K 3,765 +3,765 New
SCM
38
Stonehearth Capital Management
Massachusetts
$251K 3,602 – –
KWS
39
Keystone Wealth Services
California
$226K 3,253 +3,253 New
CFB
40
Cullen/Frost Bankers
Texas
$191K 2,744 +1,552 +130%
CICI
41
Capital Investment Counsel Inc
North Carolina
$164K 2,360 +2,360 New
KIM
42
Kestra Investment Management
Texas
$155K 2,226 +2,226 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$103K 1,480 -287 -16%
IA
44
IFP Advisors
Florida
$50.8K 730 +730 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$49.7K 714 – –
FFA
46
Founders Financial Alliance
North Carolina
$39.1K 562 – –
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$32.5K 460 +460 New
Q1WB
48
Quest 10 Wealth Builders
Virginia
$30.6K 439 +439 New
CAM
49
Clarity Asset Management
Iowa
$15.7K 225 -18 -7%
AF
50
Allworth Financial
California
$15.4K 210 +210 New
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