We are live on ! Find out more
FDMO icon

Fidelity Momentum Factor ETF
FDMO

81 hedge funds and large institutions have $387M invested in Fidelity Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

8% more funds holding

Funds holding: 75 → 81 (+6)

7% more capital invested

Capital invested by funds: $361M → $387M (+$26.3M)

2.66% less ownership

Funds ownership: 73.26% → 70.6% (-2.7%)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.43M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.73M
3
Morgan Stanley
Morgan Stanley
New York
+$2.1M
4
LPL Financial
LPL Financial
California
+$1.93M
5
ECA
Elevation Capital Advisory
Oregon
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.62M
2
ACM
Absolute Capital Management
Pennsylvania
-$3.35M
3
Goldman Sachs
Goldman Sachs
New York
-$2.54M
4
Jane Street
Jane Street
New York
-$2.54M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
D
51
Dentgroup
Louisiana
$239K +$227K +2,871 New
NL
52
NWAM LLC
Washington
$230K +$219K +2,768 New
UBS Group
53
UBS Group
Switzerland
$223K +$212K +2,686 New
FFA
54
Farther Finance Advisors
California
$192K +$182K +2,310 New
SS
55
Sunbelt Securities
Texas
$165K -$719K -9,101 -82%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$131K +$7.42K +94 +6%
ASN
57
Advisory Services Network
Georgia
$123K +$117K +1,484 New
CFD
58
Creative Financial Designs
Indiana
$107K +$102K +1,286 New
IA
59
IFP Advisors
Florida
$84.8K +$17.4K +220 +28%
CPG
60
Cornerstone Planning Group
New Jersey
$52.8K +$49.3K +625 New
LFG
61
Larson Financial Group
Missouri
$50.3K +$47.8K +605 New
FFA
62
Founders Financial Alliance
North Carolina
$46.7K – – –
PS
63
Principal Securities
Iowa
$39.9K +$2.29K +29 +6%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$38.3K – – –
Q1WB
65
Quest 10 Wealth Builders
Virginia
$35.7K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$28.2K +$23.5K +298 +727%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$25K +$23.8K +301 New
AAS
68
Ameritas Advisory Services
Nebraska
$22.7K -$23.7K -300 -52%
SWM
69
Spire Wealth Management
Virginia
$17.2K +$13.3K +168 +431%
FDCP
70
Foster Dykema Cabot & Partners
Massachusetts
$6.59K +$6.24K +79 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$6.56K – – –
MCM
72
MAI Capital Management
Ohio
$4.76K – – –
S
73
SignatureFD
Georgia
$4.24K – – –
HI
74
Harbour Investments
Wisconsin
$3.08K – – –
FCAS
75
First Command Advisory Services
Texas
$2.83K +$2.68K +34 New
1 2
3
4

FDMO Hedge Fund Activity: Q3 2025 in Review

81 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q3 2025, worth a combined $387M — up 7.3% from $361M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FDMO positions and 12 closed out — a net gain of 7 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.43M. The largest seller was Fidelity Investments, cutting an estimated $6.62M.

  • 81 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $387M of Fidelity Momentum Factor ETF stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 19 funds opened new Fidelity Momentum Factor ETF positions in Q3 2025 and 12 closed out, a net change of +7 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $5.43M added.
  • The largest Fidelity Momentum Factor ETF seller in Q3 2025 was Fidelity Investments, an estimated $6.62M sold.

Based on aggregated 13F filings for Q3 2025.