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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

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
Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.94%
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
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.6M
2
PS
Portfolio Strategies
New York
+$9.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.75M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.39M

Top Sellers

1
SW
SteelPeak Wealth
California
-$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.4M
3
PP
Prudential plc
United Kingdom
-$635K
4
Two Sigma Investments
Two Sigma Investments
New York
-$613K
5
SS
Sunbelt Securities
Texas
-$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
51
Keystone Wealth Services
California
$212K – – –
CICI
52
Capital Investment Counsel Inc
North Carolina
$154K – – –
SS
53
Sunbelt Securities
Texas
$138K -$584K -8,973 -81%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$127K +$80.2K +1,233 +173%
Wells Fargo
55
Wells Fargo
California
$97.7K +$97.6K +1,500 +150,000%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$96K – – –
IA
57
IFP Advisors
Florida
$47.5K -$65 -1 -0.1%
FFA
58
Founders Financial Alliance
North Carolina
$36.6K – – –
CT
59
Colonial Trust
South Carolina
$34.9K +$34.9K +536 New
Q1WB
60
Quest 10 Wealth Builders
Virginia
$27.9K -$651 -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 +$15K +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
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