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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

69 hedge funds and large institutions have $355M invested in Fidelity Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.6M
2
PS
Portfolio Strategies
New York
+$9.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.75M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.39M

Top Sellers

1
SW
SteelPeak Wealth
California
-$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.4M
3
PP
Prudential plc
United Kingdom
-$635K
4
Two Sigma Investments
Two Sigma Investments
New York
-$613K
5
SS
Sunbelt Securities
Texas
-$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
26
Rehmann Capital Advisory Group
Michigan
$1.14M – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.09M +$148K +2,278 +16%
Bank of America
28
Bank of America
North Carolina
$1.05M +$331K +5,080 +46%
PP
29
Prudential plc
United Kingdom
$967K -$635K -9,760 -40%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$899K -$1.4M -21,472 -61%
BWIA
31
Bryant Woods Investment Advisors
New York
$824K -$8.13K -125 -1%
NA
32
NewEdge Advisors
Louisiana
$803K +$58.4K +898 +8%
KOC
33
Koss-Olinger Consulting
Florida
$781K +$781K +12,000 New
NWM
34
Nova Wealth Management
Florida
$642K +$642K +9,873 New
HPM
35
Hoxton Planning & Management
West Virginia
$513K -$29.7K -457 -5%
SWA
36
Sax Wealth Advisors
New Jersey
$499K -$18.5K -284 -4%
CFB
37
Cullen/Frost Bankers
Texas
$479K +$301K +4,620 +168%
IWC
38
Integrated Wealth Concepts
Massachusetts
$450K +$450K +6,919 New
IC
39
Inscription Capital
Texas
$399K +$399K +6,610 New
AIA
40
AssuredPartners Investment Advisors
Florida
$340K -$5.01K -77 -1%
AG
41
Ascent Group
Virginia
$308K +$308K +4,727 New
DWM
42
Darwin Wealth Management
Florida
$306K – – –
LW
43
Linscomb Wealth
Texas
$260K – – –
CRI
44
Colonial River Investments
Virginia
$259K +$259K +3,977 New
AWM
45
Axxcess Wealth Management
California
$255K +$255K +3,919 New
TSS
46
Two Sigma Securities
New York
$250K +$250K +3,836 New
SCM
47
Stonehearth Capital Management
Massachusetts
$234K – – –
AssetMark Inc
48
AssetMark Inc
California
$226K +$226K +3,475 New
KIM
49
Kestra Investment Management
Texas
$222K +$77.4K +1,189 +53%
HF
50
HRT Financial
New York
$215K +$215K +3,312 New
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