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Fidelity Momentum Factor ETF

89 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
Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$25.3K
SWM
77
Spire Wealth Management
Virginia
$17.4K
RIL
78
Rothschild Investment LLC
Illinois
$13.7K
BWL
79
Bogart Wealth LLC
Virginia
$10.9K
HHGA
80
Halbert Hargrove Global Advisors
California
$9.9K
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$6.62K
MCM
82
MAI Capital Management
Ohio
$4.81K
S
83
SignatureFD
Georgia
$4.28K
SWM
84
SHP Wealth Management
Massachusetts
$3.94K
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$3.69K
HI
86
Harbour Investments
Wisconsin
$3.11K
AF
87
Allworth Financial
California
$2.51K
William Blair & Company
88
William Blair & Company
Illinois
$528
Wells Fargo
89
Wells Fargo
California
$53
KOC
90
Koss-Olinger Consulting
Florida
HPM
91
Hoxton Planning & Management
West Virginia
IWC
92
Integrated Wealth Concepts
Massachusetts
OMC
93
Old Mission Capital
Illinois
NL
94
NWAM LLC
Washington
UBS Group
95
UBS Group
Switzerland
ASN
96
Advisory Services Network
Georgia
FFA
97
Founders Financial Alliance
North Carolina
PS
98
Principal Securities
Iowa
AAS
99
Ameritas Advisory Services
Nebraska
FDCP
100
Foster Dykema Cabot & Partners
Massachusetts