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Fidelity Momentum Factor ETF

75 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, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

9% more funds holding

Funds holding: 6975 (+6)

2% more capital invested

Capital invested by funds: $355M → $361M (+$6.2M)

1% more ownership

Funds ownership: 72.26%73.26% (+1%)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% 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
29
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.57M -$751K -10,915 -35%
AWS
27
Atria Wealth Solutions
New York
$1.51M -$121K -1,755 -8%
AWM
28
AE Wealth Management
Kansas
$1.42M -$4.75M -69,065 -79%
Bank of America
29
Bank of America
North Carolina
$1.39M +$156K +2,266 +14%
SB
30
Strategic Blueprint
Georgia
$1.36M +$1.24M +17,975 New
Morgan Stanley
31
Morgan Stanley
New York
$1.32M -$224K -3,253 -16%
BWIA
32
Bryant Woods Investment Advisors
New York
$962K +$826 +12 +0.1%
SS
33
Sunbelt Securities
Texas
$772K +$618K +8,973 +424%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$754K -$266K -3,869 -28%
NWM
35
Nova Wealth Management
Florida
$726K -$21K -305 -3%
KOC
36
Koss-Olinger Consulting
Florida
$683K -$206K -3,000 -25%
OWM
37
Orgel Wealth Management
Wisconsin
$670K +$608K +8,831 New
CFB
38
Cullen/Frost Bankers
Texas
$636K +$70.2K +1,020 +14%
HPM
39
Hoxton Planning & Management
West Virginia
$598K
IWC
40
Integrated Wealth Concepts
Massachusetts
$561K +$32.9K +478 +7%
KIM
41
Kestra Investment Management
Texas
$532K +$282K +4,090 +120%
SCM
42
Stonehearth Capital Management
Massachusetts
$530K +$233K +3,378 +94%
SWA
43
Sax Wealth Advisors
New Jersey
$517K -$59.5K -865 -11%
IC
44
Inscription Capital
Texas
$501K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$393K +$222K +3,232 +166%
AG
46
Ascent Group
Virginia
$366K +$6.81K +99 +2%
KWS
47
Keystone Wealth Services
California
$362K +$104K +1,515 +47%
GRP
48
Global Retirement Partners
California
$342K +$310K +4,504 New
DWM
49
Darwin Wealth Management
Florida
$328K -$4.75K -69 -2%
AIA
50
AssuredPartners Investment Advisors
Florida
$316K -$73K -1,061 -20%

FDMO Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2025, worth a combined $361M — up 1.7% from $355M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDMO positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.18M. The largest seller was Fidelity Investments, cutting an estimated $57.5M.

  • 75 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2025, up from 69 in Q1 2025.
  • Funds reported $361M of Fidelity Momentum Factor ETF stock for Q2 2025, up 1.7% quarter-over-quarter.
  • 16 funds opened new Fidelity Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.18M added.
  • The largest Fidelity Momentum Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2025.