We are live on ! Find out more
FDMO icon

Fidelity Momentum Factor ETF

69 hedge funds and large institutions have $355M invested in Fidelity Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

33% more capital invested

Capital invested by funds: $267M → $355M (+$88.2M)

17% more funds holding

Funds holding: 5969 (+10)

1.29% more ownership

Funds ownership: 70.96%72.26% (+1.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
22
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$212K
CICI
52
Capital Investment Counsel Inc
North Carolina
$154K
SS
53
Sunbelt Securities
Texas
$138K -$627K -8,973 -81%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$127K +$86.1K +1,233 +173%
Wells Fargo
55
Wells Fargo
California
$97.7K +$105K +1,500 +150,000%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$96K
IA
57
IFP Advisors
Florida
$47.5K -$70 -1 -0.1%
FFA
58
Founders Financial Alliance
North Carolina
$36.6K
CT
59
Colonial Trust
South Carolina
$34.9K +$37.4K +536 New
Q1WB
60
Quest 10 Wealth Builders
Virginia
$27.9K -$698 -10 -2%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$26.7K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$15K +$16.5K +236 New
CAM
63
Clarity Asset Management
Iowa
$14.6K
AF
64
Allworth Financial
California
$13.6K
GEA
65
Glen Eagle Advisors
New Jersey
$5.21K
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$5.14K
S
67
SignatureFD
Georgia
$3.32K
SWM
68
Spire Wealth Management
Virginia
$2.54K
CAWM
69
Capital A Wealth Management
Pennsylvania
$1.3K
SW
70
SteelPeak Wealth
California
-$2.46M -35,270 Closed
Two Sigma Investments
71
Two Sigma Investments
New York
-$613K -8,800 Closed
TWC
72
TD Waterhouse Canada
Ontario, Canada
-$466K -6,690 Closed
TRCT
73
Tower Research Capital (TRC)
New York
-$1.39K -20 Closed
VWWMG
74
Vermillion & White Wealth Management Group
Pennsylvania
-$1.39K -20 Closed

FDMO Hedge Fund Activity: Q1 2025 in Review

69 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2025, worth a combined $355M — up 33% from $267M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDMO positions and 5 closed out — a net gain of 11 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $79M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $2.46M sold.

  • 69 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $355M of Fidelity Momentum Factor ETF stock for Q1 2025, up 33% quarter-over-quarter.
  • 16 funds opened new Fidelity Momentum Factor ETF positions in Q1 2025 and 5 closed out, a net change of +11 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $79M added.
  • The largest Fidelity Momentum Factor ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $2.46M sold.

Based on aggregated 13F filings for Q1 2025.