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Fidelity Momentum Factor ETF
FDMO

90 hedge funds and large institutions have $438M invested in Fidelity Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $387M → $438M (+$50.6M)

11% more funds holding

Funds holding: 81 → 90 (+9)

1.86% more ownership

Funds ownership: 70.6% → 72.46% (+1.9%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
39
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.92M
3
LPL Financial
LPL Financial
California
+$4.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.83M
5
ECA
Elevation Capital Advisory
Oregon
+$2.43M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$2.31M
2
Morgan Stanley
Morgan Stanley
New York
-$1.77M
3
KAS
Kestra Advisory Services
Texas
-$1.34M
4
Goldman Sachs
Goldman Sachs
New York
-$732K
5
KOC
Koss-Olinger Consulting
Florida
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.28M +$1.14M +13,685 +869%
NWM
27
Nova Wealth Management
Florida
$1.1M +$312K +3,736 +40%
BWIA
28
Bryant Woods Investment Advisors
New York
$1M +$1.09K +13 +0.1%
JWCA
29
J.W. Cole Advisors
Florida
$925K +$282K +3,381 +44%
AWM
30
AE Wealth Management
Kansas
$907K +$277K +3,319 +44%
CFB
31
Cullen/Frost Bankers
Texas
$801K +$20K +240 +3%
P
32
&Partners
Tennessee
$776K +$770K +9,225 New
OWM
33
Orgel Wealth Management
Wisconsin
$752K -$12.3K -147 -2%
KWS
34
Keystone Wealth Services
California
$619K +$51.4K +616 +9%
MWM
35
Mosley Wealth Management
California
$618K +$618K +7,394 New
SCM
36
Stonehearth Capital Management
Massachusetts
$586K – – –
SWA
37
Sax Wealth Advisors
New Jersey
$572K – – –
IC
38
Inscription Capital
Texas
$555K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$543K +$82.6K +989 +18%
KIM
40
Kestra Investment Management
Texas
$510K +$207K +2,474 +69%
WIA
41
World Investment Advisors
California
$494K +$491K +5,884 New
EH
42
Equitable Holdings
New York
$451K +$135K +1,615 +43%
MGWM
43
Marks Group Wealth Management
Minnesota
$433K +$431K +5,163 New
WI
44
Westbourne Investments
Virginia
$431K +$102K +1,226 +31%
VA
45
Valmark Advisers
Ohio
$424K +$421K +5,046 New
SPC
46
Sigma Planning Corp
Michigan
$421K +$116K +1,385 +38%
AG
47
Ascent Group
Virginia
$408K +$6.18K +74 +2%
CA
48
Calton & Associates
Florida
$407K +$405K +4,847 New
GRP
49
Global Retirement Partners
California
$379K +$418 +5 +0.1%
DWM
50
Darwin Wealth Management
Florida
$364K +$167 +2 +0%
1
2
3 4 5

FDMO Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2025, worth a combined $438M — up 13% from $387M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FDMO positions and 14 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.2M. The largest seller was NewEdge Advisors, cutting an estimated $2.31M.

  • 90 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $438M of Fidelity Momentum Factor ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 23 funds opened new Fidelity Momentum Factor ETF positions in Q4 2025 and 14 closed out, a net change of +9 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $25.2M added.
  • The largest Fidelity Momentum Factor ETF seller in Q4 2025 was NewEdge Advisors, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2025.