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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
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 +$13.7K +164 New
BWL
79
Bogart Wealth LLC
Virginia
$10.9K +$10.9K +130 New
HHGA
80
Halbert Hargrove Global Advisors
California
$9.9K +$9.86K +118 New
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 +$3.92K +47 New
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$3.69K +$3.67K +44 New
HI
86
Harbour Investments
Wisconsin
$3.11K
AF
87
Allworth Financial
California
$2.51K +$2.51K +30 New
William Blair & Company
88
William Blair & Company
Illinois
$528 +$501 +6 New
KPP
89
Kings Path Partners
Texas
$453
Wells Fargo
90
Wells Fargo
California
$53 -$1.42K -17 -94%
KOC
91
Koss-Olinger Consulting
Florida
-$683K -9,000 Closed
HPM
92
Hoxton Planning & Management
West Virginia
-$655K -7,878 Closed
IWC
93
Integrated Wealth Concepts
Massachusetts
-$577K -6,942 Closed
OMC
94
Old Mission Capital
Illinois
-$250K -3,010 Closed
NL
95
NWAM LLC
Washington
-$230K -2,768 Closed
UBS Group
96
UBS Group
Switzerland
-$223K -2,686 Closed
ASN
97
Advisory Services Network
Georgia
-$123K -1,484 Closed
FFA
98
Founders Financial Alliance
North Carolina
-$46.7K -562 Closed
PS
99
Principal Securities
Iowa
-$39.9K -480 Closed
AAS
100
Ameritas Advisory Services
Nebraska
-$22.7K -273 Closed

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.