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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

74 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, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% 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
28
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$3.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$2.15M
3
ACM
Absolute Capital Management
Pennsylvania
+$1.95M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.88M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.48M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.3M
2
AWM
AE Wealth Management
Kansas
-$5.24M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$1.14M
5
OMC
Old Mission Capital
Illinois
-$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
51
Linscomb Wealth
Texas
$303K – – –
HFA
52
High Falls Advisors
New York
$296K +$296K +3,898 New
EH
53
Equitable Holdings
New York
$266K +$266K +3,506 New
FTUS
54
Flow Traders U.S.
New York
$265K +$265K +3,493 New
FF
55
Foronjy Financial
California
$201K +$201K +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 +$76.5K +961 New
IA
59
IFP Advisors
Florida
$60.7K +$5.32K +70 +10%
AAS
60
Ameritas Advisory Services
Nebraska
$43.5K +$43.5K +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 +$34.2K +451 New
BFP
64
Briaud Financial Planning
Texas
$10K +$10K +139 New
GEA
65
Glen Eagle Advisors
New Jersey
$6.07K – – –
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$5.99K – – –
AssetMark Inc
67
AssetMark Inc
California
$5.12K -$260K -3,408 -98%
MCM
68
MAI Capital Management
Ohio
$4.35K +$4.35K +57 New
S
69
SignatureFD
Georgia
$3.87K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$3.12K +$3.12K +41 New
SWM
71
Spire Wealth Management
Virginia
$2.96K – – –
HI
72
Harbour Investments
Wisconsin
$2.81K +$2.81K +37 New
Wells Fargo
73
Wells Fargo
California
$1.57K -$111K -1,480 -99%
KPP
74
Kings Path Partners
Texas
$409 +$409 +5 New
RCAG
75
Rehmann Capital Advisory Group
Michigan
– -$1.14M -17,588 Closed
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