We are live on ! Find out more
FDMO icon

Fidelity Momentum Factor ETF
FDMO

75 hedge funds and large institutions have $361M invested in Fidelity Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

9% more funds holding

Funds holding: 69 → 75 (+6)

2% more capital invested

Capital invested by funds: $355M → $361M (+$6.2M)

1% more ownership

Funds ownership: 72.26% → 73.26% (+1%)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
29
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$3.18M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.95M
3
ACM
Absolute Capital Management
Pennsylvania
+$1.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.71M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.5M
2
AWM
AE Wealth Management
Kansas
-$4.75M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$1.14M
5
OMC
Old Mission Capital
Illinois
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
LW
51
Linscomb Wealth
Texas
$303K – – –
HFA
52
High Falls Advisors
New York
$296K +$268K +3,898 New
EH
53
Equitable Holdings
New York
$266K +$241K +3,506 New
FTUS
54
Flow Traders U.S.
New York
$265K +$240K +3,493 New
FF
55
Foronjy Financial
California
$201K +$183K +2,652 New
CICI
56
Capital Investment Counsel Inc
North Carolina
$179K – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$112K – – –
TPWA
58
Twin Peaks Wealth Advisors
California
$76.5K +$66.1K +961 New
IA
59
IFP Advisors
Florida
$60.7K +$4.82K +70 +10%
AAS
60
Ameritas Advisory Services
Nebraska
$43.5K +$39.4K +573 New
FFA
61
Founders Financial Alliance
North Carolina
$42.6K – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$34.9K – – –
PS
63
Principal Securities
Iowa
$34.2K +$31K +451 New
Q1WB
64
Quest 10 Wealth Builders
Virginia
$32.5K – – –
BFP
65
Briaud Financial Planning
Texas
$10K +$9.57K +139 New
GEA
66
Glen Eagle Advisors
New Jersey
$6.07K – – –
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$5.99K – – –
AssetMark Inc
68
AssetMark Inc
California
$5.12K -$235K -3,408 -98%
MCM
69
MAI Capital Management
Ohio
$4.35K +$3.92K +57 New
S
70
SignatureFD
Georgia
$3.87K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$3.12K +$2.82K +41 New
SWM
72
Spire Wealth Management
Virginia
$2.96K – – –
HI
73
Harbour Investments
Wisconsin
$2.81K +$2.55K +37 New
Wells Fargo
74
Wells Fargo
California
$1.57K -$102K -1,480 -99%
KPP
75
Kings Path Partners
Texas
$409 +$344 +5 New
1 2
3
4

FDMO Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2025, worth a combined $361M — up 1.7% from $355M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDMO positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.18M. The largest seller was Fidelity Investments, cutting an estimated $57.5M.

  • 75 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2025, up from 69 in Q1 2025.
  • Funds reported $361M of Fidelity Momentum Factor ETF stock for Q2 2025, up 1.7% quarter-over-quarter.
  • 16 funds opened new Fidelity Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.18M added.
  • The largest Fidelity Momentum Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2025.