Fidelity Momentum Factor ETF
FDMO
59 hedge funds and large institutions have $267M invested in Fidelity Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
23% more capital invested
Capital invested by funds: $217M → $267M (+$49.4M)
18% more funds holding
Funds holding: 50 → 59 (+9)
24.39% less ownership
Funds ownership: 95.35% → 70.96% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.2M |
| 2 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$2.46M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.27M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.04M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$737K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$450K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$365K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $15.4K | +$14.6K | +210 | New |
|
|
GEA
52
Glen Eagle Advisors
Kingston,
New Jersey
| $5.57K | – | – | – |
|
53
National Bank of Canada
Montreal,
Quebec, Canada
| $5.5K | – | – | – |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| $3.55K | – | – | – |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| $2.71K | +$1.11K | +16 | +70% |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $1.39K | – | – | – |
|
|
VWWMG
57
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $1.39K | – | – | – |
|
|
CAWM
58
Capital A Wealth Management
New Castle,
Pennsylvania
| $1.39K | +$1.39K | +20 | New |
|
59
Wells Fargo
San Francisco,
California
| $42 | – | – | – |
|
|
IAIM
60
International Assets Investment Management
Orlando,
Florida
| – | -$20.1K | -1,005,534 | Closed |
|
|
61
Citadel Advisors
Miami,
Florida
| – | -$2.5M | -37,848 | Closed |
|
|
62
UBS Group
Zurich,
Switzerland
| – | -$450K | -6,803 | Closed |
|
FDMO Hedge Fund Activity: Q4 2024 in Review
59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2024, worth a combined $267M — up 23% from $217M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDMO positions and 3 closed out — a net gain of 12 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $22.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.
- 59 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $267M of Fidelity Momentum Factor ETF stock for Q4 2024, up 23% quarter-over-quarter.
- 15 funds opened new Fidelity Momentum Factor ETF positions in Q4 2024 and 3 closed out, a net change of +12 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q4 2024 was Fidelity Investments, an estimated $22.2M added.
- The largest Fidelity Momentum Factor ETF seller in Q4 2024 was Citadel Advisors, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2024.