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Fidelity Momentum Factor ETF

90 hedge funds and large institutions have $438M invested in Fidelity Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $387M → $438M (+$50.6M)

11% more funds holding

Funds holding: 8190 (+9)

1.86% more ownership

Funds ownership: 70.6%72.46% (+1.9%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
39
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Axxcess Wealth Management
California
$364K +$362K +4,331 New
Mariner
52
Mariner
Kansas
$359K +$357K +4,280 New
HFA
53
High Falls Advisors
New York
$356K -$52.8K -632 -13%
RL
54
Retireful LLC
Michigan
$351K +$349K +4,184 New
AIA
55
AssuredPartners Investment Advisors
Florida
$350K
FFA
56
Farther Finance Advisors
California
$341K +$146K +1,746 +76%
LW
57
Linscomb Wealth
Texas
$336K
Goldman Sachs
58
Goldman Sachs
New York
$316K -$732K -8,761 -70%
D
59
Dentgroup
Louisiana
$250K +$8.6K +103 +4%
SWP
60
ShoreHaven Wealth Partners
New Jersey
$244K +$243K +2,906 New
FF
61
Foronjy Financial
California
$223K +$222K +2,655 New
AssetMark Inc
62
AssetMark Inc
California
$213K +$211K +2,531 +126,550%
CICI
63
Capital Investment Counsel Inc
North Carolina
$198K +$197K +2,360 New
SS
64
Sunbelt Securities
Texas
$167K +$84 +1 +0.1%
CFD
65
Creative Financial Designs
Indiana
$127K +$19.3K +231 +18%
IA
66
IFP Advisors
Florida
$119K +$32.8K +393 +39%
AAP
67
Arax Advisory Partners
Colorado
$111K +$111K +1,328 New
HPWM
68
High Point Wealth Management
New Jersey
$85.5K +$85K +1,018 New
CPG
69
Cornerstone Planning Group
New Jersey
$54.9K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$53K +$51.4K +615 +4,393%
LFG
71
Larson Financial Group
Missouri
$50.8K
SPIA
72
Steward Partners Investment Advisory
New York
$37.1K +$8.52K +102 +30%
Q1WB
73
Quest 10 Wealth Builders
Virginia
$36K
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$34.6K -$4.01K -48 -10%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$25.8K +$25.6K +307 New

FDMO Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2025, worth a combined $438M — up 13% from $387M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FDMO positions and 14 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.2M. The largest seller was NewEdge Advisors, cutting an estimated $2.31M.

  • 90 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $438M of Fidelity Momentum Factor ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 23 funds opened new Fidelity Momentum Factor ETF positions in Q4 2025 and 14 closed out, a net change of +9 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $25.2M added.
  • The largest Fidelity Momentum Factor ETF seller in Q4 2025 was NewEdge Advisors, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2025.