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Fidelity Momentum Factor ETF

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

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

33% more capital invested

Capital invested by funds: $267M → $355M (+$88.2M)

17% more funds holding

Funds holding: 5969 (+10)

1.29% more ownership

Funds ownership: 70.96%72.26% (+1.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.93%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$1.14M
JP Morgan Chase
27
JP Morgan Chase
New York
$1.09M +$159K +2,278 +16%
Bank of America
28
Bank of America
North Carolina
$1.05M +$355K +5,080 +46%
PP
29
Prudential plc
United Kingdom
$967K -$682K -9,760 -40%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$899K -$1.5M -21,472 -61%
BWIA
31
Bryant Woods Investment Advisors
New York
$824K -$8.73K -125 -1%
NA
32
NewEdge Advisors
Louisiana
$803K +$62.7K +898 +8%
KOC
33
Koss-Olinger Consulting
Florida
$781K +$838K +12,000 New
NWM
34
Nova Wealth Management
Florida
$642K +$689K +9,873 New
HPM
35
Hoxton Planning & Management
West Virginia
$513K -$31.9K -457 -5%
SWA
36
Sax Wealth Advisors
New Jersey
$499K -$19.8K -284 -4%
CFB
37
Cullen/Frost Bankers
Texas
$479K +$323K +4,620 +168%
IWC
38
Integrated Wealth Concepts
Massachusetts
$450K +$483K +6,919 New
IC
39
Inscription Capital
Texas
$399K +$462K +6,610 New
AIA
40
AssuredPartners Investment Advisors
Florida
$340K -$5.38K -77 -1%
AG
41
Ascent Group
Virginia
$308K +$330K +4,727 New
DWM
42
Darwin Wealth Management
Florida
$306K
LW
43
Linscomb Wealth
Texas
$260K
CRI
44
Colonial River Investments
Virginia
$259K +$278K +3,977 New
AWM
45
Axxcess Wealth Management
California
$255K +$274K +3,919 New
TSS
46
Two Sigma Securities
New York
$250K +$268K +3,836 New
SCM
47
Stonehearth Capital Management
Massachusetts
$234K
AssetMark Inc
48
AssetMark Inc
California
$226K +$243K +3,475 New
KIM
49
Kestra Investment Management
Texas
$222K +$83K +1,189 +53%
HF
50
HRT Financial
New York
$215K +$231K +3,312 New

FDMO Hedge Fund Activity: Q1 2025 in Review

69 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2025, worth a combined $355M — up 33% from $267M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDMO positions and 5 closed out — a net gain of 11 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $79M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $2.46M sold.

  • 69 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $355M of Fidelity Momentum Factor ETF stock for Q1 2025, up 33% quarter-over-quarter.
  • 16 funds opened new Fidelity Momentum Factor ETF positions in Q1 2025 and 5 closed out, a net change of +11 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $79M added.
  • The largest Fidelity Momentum Factor ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $2.46M sold.

Based on aggregated 13F filings for Q1 2025.