We are live on ! Find out more
FDMO icon

Fidelity Momentum Factor ETF
FDMO

96 hedge funds and large institutions have $543M invested in Fidelity Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $438M → $543M (+$105M)

7% more funds holding

Funds holding: 90 → 96 (+6)

5.53% more ownership

Funds ownership: 72.46% → 77.99% (+5.5%)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.6M
2
KAS
Kestra Advisory Services
Texas
+$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.18M
4
FHC
First Heartland Consultants
Missouri
+$7.83M
5
MGWM
Marks Group Wealth Management
Minnesota
+$6.72M

Top Sellers

Rank Fund Capital Flow
1
GLR
Great Lakes Retirement
Ohio
-$7.69M
2
ECA
Elevation Capital Advisory
Oregon
-$4.4M
3
FIA
Foundations Investment Advisors
Arizona
-$1.98M
4
Osaic Holdings
Osaic Holdings
Arizona
-$981K
5
JWCA
J.W. Cole Advisors
Florida
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.82M -$386K -4,594 -17%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$1.81M +$143K +1,703 +8%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$1.37M +$84 +1 +0%
P
29
&Partners
Tennessee
$1.31M +$639K +7,603 +82%
Jane Street
30
Jane Street
New York
$1.29M +$1.35M +16,078 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.17M -$417K -4,956 -26%
NWM
32
Nova Wealth Management
Florida
$1.14M +$92.6K +1,101 +8%
AWM
33
AE Wealth Management
Kansas
$1.08M +$228K +2,707 +25%
BWIA
34
Bryant Woods Investment Advisors
New York
$956K +$1.01K +12 +0.1%
Two Sigma Investments
35
Two Sigma Investments
New York
$873K +$917K +10,900 New
CFB
36
Cullen/Frost Bankers
Texas
$829K +$67.6K +804 +8%
FFA
37
Farther Finance Advisors
California
$810K +$500K +5,949 +147%
VA
38
Valmark Advisers
Ohio
$794K +$409K +4,868 +96%
RFP
39
RCS Financial Planning
Maryland
$712K +$748K +8,890 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$654K +$686K +8,161 New
MFN
41
Midwest Financial Network
Illinois
$638K +$670K +7,965 New
KWS
42
Keystone Wealth Services
California
$598K +$7.15K +85 +1%
OWM
43
Orgel Wealth Management
Wisconsin
$597K -$127K -1,513 -17%
SWA
44
Sax Wealth Advisors
New Jersey
$572K – – –
MWM
45
Mosley Wealth Management
California
$566K -$49.4K -588 -8%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$565K +$48.7K +579 +9%
SCM
47
Stonehearth Capital Management
Massachusetts
$559K – – –
EH
48
Equitable Holdings
New York
$557K +$106K +1,265 +24%
IC
49
Inscription Capital
Texas
$529K – – –
CA
50
Calton & Associates
Florida
$527K +$146K +1,733 +36%
1
2
3 4 5

FDMO Hedge Fund Activity: Q1 2026 in Review

96 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2026, worth a combined $543M — up 24% from $438M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDMO positions and 7 closed out — a net gain of 10 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $79.6M. The largest seller was Great Lakes Retirement, cutting an estimated $7.69M.

  • 96 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2026, up from 90 in Q4 2025.
  • Funds reported $543M of Fidelity Momentum Factor ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 17 funds opened new Fidelity Momentum Factor ETF positions in Q1 2026 and 7 closed out, a net change of +10 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q1 2026 was Fidelity Investments, an estimated $79.6M added.
  • The largest Fidelity Momentum Factor ETF seller in Q1 2026 was Great Lakes Retirement, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2026.