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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

74 hedge funds and large institutions have $361M invested in Fidelity Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$3.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$2.15M
3
ACM
Absolute Capital Management
Pennsylvania
+$1.95M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.88M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.48M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.3M
2
AWM
AE Wealth Management
Kansas
-$5.24M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$1.14M
5
OMC
Old Mission Capital
Illinois
-$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.57M -$828K -10,915 -35%
AWS
27
Atria Wealth Solutions
New York
$1.51M -$133K -1,755 -8%
AWM
28
AE Wealth Management
Kansas
$1.42M -$5.24M -69,065 -79%
Bank of America
29
Bank of America
North Carolina
$1.39M +$172K +2,266 +14%
SB
30
Strategic Blueprint
Georgia
$1.36M +$1.36M +17,975 New
Morgan Stanley
31
Morgan Stanley
New York
$1.32M -$247K -3,253 -16%
BWIA
32
Bryant Woods Investment Advisors
New York
$962K +$910 +12 +0.1%
SS
33
Sunbelt Securities
Texas
$772K +$625K +8,973 +424%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$754K -$294K -3,869 -28%
NWM
35
Nova Wealth Management
Florida
$726K -$23.1K -305 -3%
KOC
36
Koss-Olinger Consulting
Florida
$683K -$228K -3,000 -25%
OWM
37
Orgel Wealth Management
Wisconsin
$670K +$670K +8,831 New
CFB
38
Cullen/Frost Bankers
Texas
$636K +$77.4K +1,020 +14%
HPM
39
Hoxton Planning & Management
West Virginia
$598K – – –
IWC
40
Integrated Wealth Concepts
Massachusetts
$561K +$36.3K +478 +7%
KIM
41
Kestra Investment Management
Texas
$532K +$290K +4,090 +120%
SCM
42
Stonehearth Capital Management
Massachusetts
$530K +$256K +3,378 +94%
SWA
43
Sax Wealth Advisors
New Jersey
$517K -$65.6K -865 -11%
IC
44
Inscription Capital
Texas
$501K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$393K +$245K +3,232 +166%
AG
46
Ascent Group
Virginia
$366K +$7.51K +99 +2%
KWS
47
Keystone Wealth Services
California
$362K +$115K +1,515 +47%
GRP
48
Global Retirement Partners
California
$342K +$342K +4,504 New
DWM
49
Darwin Wealth Management
Florida
$328K -$5.24K -69 -2%
AIA
50
AssuredPartners Investment Advisors
Florida
$316K -$80.5K -1,061 -20%
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