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Fidelity Momentum Factor ETF

96 hedge funds and large institutions have $543M invested in Fidelity Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $438M → $543M (+$105M)

7% more funds holding

Funds holding: 9096 (+6)

5.53% more ownership

Funds ownership: 72.46%77.99% (+5.5%)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
76
Quest 10 Wealth Builders
Virginia
$34.4K
Russell Investments Group
77
Russell Investments Group
United Kingdom
$22.8K -$1.85K -22 -7%
HI
78
Harbour Investments
Wisconsin
$21.9K +$19.9K +237 +641%
AssetMark Inc
79
AssetMark Inc
California
$13.9K -$198K -2,359 -93%
HNB
80
Huntington National Bank
Ohio
$13.1K
RIL
81
Rothschild Investment LLC
Illinois
$13.1K
BWL
82
Bogart Wealth LLC
Virginia
$10.4K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$9.85K +$10.3K +123 New
HHGA
84
Halbert Hargrove Global Advisors
California
$9.44K
SWM
85
SHP Wealth Management
Massachusetts
$5.37K +$1.68K +20 +43%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$4.97K +$5.21K +62 New
MCM
87
MAI Capital Management
Ohio
$4.59K
HR
88
Howe & Rusling
New York
$4.38K +$4.63K +55 New
S
89
SignatureFD
Georgia
$4.08K
PWPS
90
Pinnacle Wealth Planning Services
Ohio
$3.52K
GI
91
GAMMA Investing
California
$3.28K +$3.45K +41 New
SWM
92
Spire Wealth Management
Virginia
$3.12K -$14.1K -168 -81%
AF
93
Allworth Financial
California
$2.39K
Wells Fargo
94
Wells Fargo
California
$1.44K +$1.43K +17 +1,700%
VAI
95
Vanguard Advisers Inc
Pennsylvania
$1.04K +$1.09K +13 New
William Blair & Company
96
William Blair & Company
Illinois
$504
KPP
97
Kings Path Partners
Texas
$453
ECA
98
Elevation Capital Advisory
Oregon
-$4.4M -52,354 Closed
FIA
99
Foundations Investment Advisors
Arizona
-$1.98M -23,575 Closed
JWCA
100
J.W. Cole Advisors
Florida
-$925K -11,012 Closed

FDMO Hedge Fund Activity: Q1 2026 in Review

96 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2026, worth a combined $543M — up 24% from $438M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDMO positions and 7 closed out — a net gain of 10 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $79.6M. The largest seller was Great Lakes Retirement, cutting an estimated $7.69M.

  • 96 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2026, up from 90 in Q4 2025.
  • Funds reported $543M of Fidelity Momentum Factor ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 17 funds opened new Fidelity Momentum Factor ETF positions in Q1 2026 and 7 closed out, a net change of +10 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q1 2026 was Fidelity Investments, an estimated $79.6M added.
  • The largest Fidelity Momentum Factor ETF seller in Q1 2026 was Great Lakes Retirement, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2026.