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Fidelity Momentum Factor ETF

95 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
Holders
95
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
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
World Investment Advisors
California
$469K
WI
52
Westbourne Investments
Virginia
$394K
AG
53
Ascent Group
Virginia
$379K
DWM
54
Darwin Wealth Management
Florida
$347K
Mariner
55
Mariner
Kansas
$341K
AIA
56
AssuredPartners Investment Advisors
Florida
$339K
LW
57
Linscomb Wealth
Texas
$320K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$312K
SPC
59
Sigma Planning Corp
Michigan
$265K
APFP
60
Action Point Financial Planning
Michigan
$239K
SWP
61
ShoreHaven Wealth Partners
New Jersey
$224K
FF
62
Foronjy Financial
California
$213K
ASN
63
Advisory Services Network
Georgia
$196K
CICI
64
Capital Investment Counsel Inc
North Carolina
$189K
CFD
65
Creative Financial Designs
Indiana
$189K
SS
66
Sunbelt Securities
Texas
$156K
IA
67
IFP Advisors
Florida
$149K
TPWA
68
Twin Peaks Wealth Advisors
California
$82.5K
HPWM
69
High Point Wealth Management
New Jersey
$81.7K
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$69K
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$67.5K
WWM
72
Western Wealth Management
Colorado
$57.6K
CPG
73
Cornerstone Planning Group
New Jersey
$57.1K
LFG
74
Larson Financial Group
Missouri
$51.8K
SPIA
75
Steward Partners Investment Advisory
New York
$50.9K