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Fidelity Momentum Factor ETF

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: 9096 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Worth Asset Management
Texas
$516K +$542K +6,441 New
WIA
52
World Investment Advisors
California
$469K -$2.77K -33 -0.6%
WI
53
Westbourne Investments
Virginia
$394K -$18.9K -225 -4%
AG
54
Ascent Group
Virginia
$379K -$10.7K -127 -3%
DWM
55
Darwin Wealth Management
Florida
$347K +$336 +4 +0.1%
Mariner
56
Mariner
Kansas
$341K -$2.44K -29 -0.7%
AIA
57
AssuredPartners Investment Advisors
Florida
$339K
LW
58
Linscomb Wealth
Texas
$320K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$312K +$275K +3,271 +520%
SPC
60
Sigma Planning Corp
Michigan
$265K -$144K -1,707 -34%
APFP
61
Action Point Financial Planning
Michigan
$239K +$251K +2,988 New
SWP
62
ShoreHaven Wealth Partners
New Jersey
$224K -$9.08K -108 -4%
FF
63
Foronjy Financial
California
$213K +$505 +6 +0.2%
ASN
64
Advisory Services Network
Georgia
$196K +$206K +2,452 New
CICI
65
Capital Investment Counsel Inc
North Carolina
$189K
CFD
66
Creative Financial Designs
Indiana
$189K +$70.6K +839 +55%
SS
67
Sunbelt Securities
Texas
$156K -$3.19K -38 -2%
IA
68
IFP Advisors
Florida
$149K +$37.9K +451 +32%
TPWA
69
Twin Peaks Wealth Advisors
California
$82.5K +$86.6K +1,030 New
HPWM
70
High Point Wealth Management
New Jersey
$81.7K +$168 +2 +0.2%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$69K +$47.1K +560 +186%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$67.5K +$64.2K +764 +967%
CPG
73
Cornerstone Planning Group
New Jersey
$57.1K +$84 +1 +0.2%
LFG
74
Larson Financial Group
Missouri
$51.8K +$3.53K +42 +7%
SPIA
75
Steward Partners Investment Advisory
New York
$50.9K +$16.3K +194 +44%

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.