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Fidelity Momentum Factor ETF

80 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
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.72M
2 +$2.87M
3 +$2.21M
4
LPL Financial
LPL Financial
California
+$2.03M
5
ECA
Elevation Capital Advisory
Oregon
+$1.93M

Top Sellers

1 -$6.97M
2 -$3.35M
3 -$2.68M
4
Jane Street
Jane Street
New York
-$2.54M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
D
51
Dentgroup
Louisiana
$239K
NL
52
NWAM LLC
Washington
$227K
UBS Group
53
UBS Group
Switzerland
$223K
FFA
54
Farther Finance Advisors
California
$192K
SS
55
Sunbelt Securities
Texas
$165K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$131K
ASN
57
Advisory Services Network
Georgia
$123K
CFD
58
Creative Financial Designs
Indiana
$107K
IA
59
IFP Advisors
Florida
$84.8K
CPG
60
Cornerstone Planning Group
New Jersey
$52.8K
LFG
61
Larson Financial Group
Missouri
$50.3K
FFA
62
Founders Financial Alliance
North Carolina
$46.7K
PS
63
Principal Securities
Iowa
$39.9K
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$38.3K
Q1WB
65
Quest 10 Wealth Builders
Virginia
$35.7K
SPIA
66
Steward Partners Investment Advisory
New York
$28.2K
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$25K
AAS
68
Ameritas Advisory Services
Nebraska
$22.7K
SWM
69
Spire Wealth Management
Virginia
$17.2K
FDCP
70
Foster Dykema Cabot & Partners
Massachusetts
$6.59K
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$6.56K
MCM
72
MAI Capital Management
Ohio
$4.76K
S
73
SignatureFD
Georgia
$4.24K
HI
74
Harbour Investments
Wisconsin
$3.08K
FCAS
75
First Command Advisory Services
Texas
$2.83K