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Fidelity Momentum Factor ETF

81 hedge funds and large institutions have $387M invested in Fidelity Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7581 (+6)

7% more capital invested

Capital invested by funds: $361M → $387M (+$26.3M)

2.66% less ownership

Funds ownership: 73.26%70.6% (-2.7%)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
25
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWIA
26
Bryant Woods Investment Advisors
New York
$990K -$61.3K -776 -6%
NWM
27
Nova Wealth Management
Florida
$783K -$12.4K -157 -2%
CFB
28
Cullen/Frost Bankers
Texas
$774K +$72.3K +916 +11%
OWM
29
Orgel Wealth Management
Wisconsin
$758K +$21.9K +277 +3%
KOC
30
Koss-Olinger Consulting
Florida
$683K
HPM
31
Hoxton Planning & Management
West Virginia
$655K
JWCA
32
J.W. Cole Advisors
Florida
$635K +$602K +7,631 New
AWM
33
AE Wealth Management
Kansas
$623K -$886K -11,221 -60%
SCM
34
Stonehearth Capital Management
Massachusetts
$581K
IWC
35
Integrated Wealth Concepts
Massachusetts
$577K -$35.9K -455 -6%
SWA
36
Sax Wealth Advisors
New Jersey
$566K
KWS
37
Keystone Wealth Services
California
$562K +$157K +1,991 +42%
IC
38
Inscription Capital
Texas
$550K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$456K +$23.8K +302 +6%
HFA
40
High Falls Advisors
New York
$405K +$77.1K +976 +25%
AG
41
Ascent Group
Virginia
$398K -$3.4K -43 -0.9%
GRP
42
Global Retirement Partners
California
$375K
DWM
43
Darwin Wealth Management
Florida
$360K +$237 +3 +0.1%
AIA
44
AssuredPartners Investment Advisors
Florida
$347K
WI
45
Westbourne Investments
Virginia
$333K +$309K +3,912 New
LW
46
Linscomb Wealth
Texas
$333K
EH
47
Equitable Holdings
New York
$312K +$19.8K +251 +7%
SPC
48
Sigma Planning Corp
Michigan
$302K +$287K +3,635 New
KIM
49
Kestra Investment Management
Texas
$299K -$309K -3,910 -52%
OMC
50
Old Mission Capital
Illinois
$250K -$1.4M -17,685 -85%

FDMO Hedge Fund Activity: Q3 2025 in Review

81 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q3 2025, worth a combined $387M — up 7.3% from $361M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FDMO positions and 12 closed out — a net gain of 7 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.43M. The largest seller was Fidelity Investments, cutting an estimated $6.62M.

  • 81 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $387M of Fidelity Momentum Factor ETF stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 19 funds opened new Fidelity Momentum Factor ETF positions in Q3 2025 and 12 closed out, a net change of +7 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $5.43M added.
  • The largest Fidelity Momentum Factor ETF seller in Q3 2025 was Fidelity Investments, an estimated $6.62M sold.

Based on aggregated 13F filings for Q3 2025.