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Fidelity Momentum Factor ETF

86 hedge funds and large institutions have $436M invested in Fidelity Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
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
RIL
76
Rothschild Investment LLC
Illinois
$13.7K
BWL
77
Bogart Wealth LLC
Virginia
$10.9K
HHGA
78
Halbert Hargrove Global Advisors
California
$9.9K
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$6.62K
MCM
80
MAI Capital Management
Ohio
$4.81K
S
81
SignatureFD
Georgia
$4.28K
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$3.69K
HI
83
Harbour Investments
Wisconsin
$3.11K
AF
84
Allworth Financial
California
$2.51K
William Blair & Company
85
William Blair & Company
Illinois
$528
Wells Fargo
86
Wells Fargo
California
$53
KOC
87
Koss-Olinger Consulting
Florida
HPM
88
Hoxton Planning & Management
West Virginia
IWC
89
Integrated Wealth Concepts
Massachusetts
OMC
90
Old Mission Capital
Illinois
NL
91
NWAM LLC
Washington
UBS Group
92
UBS Group
Switzerland
ASN
93
Advisory Services Network
Georgia
FFA
94
Founders Financial Alliance
North Carolina
PS
95
Principal Securities
Iowa
AAS
96
Ameritas Advisory Services
Nebraska
FDCP
97
Foster Dykema Cabot & Partners
Massachusetts
FCAS
98
First Command Advisory Services
Texas
HWM
99
HighMark Wealth Management
Minnesota
WANY
100
Wealthspire Advisors (New York)
New York