Fidelity Momentum Factor ETF
FDMO
6 hedge funds and large institutions have $1.67M invested in Fidelity Momentum Factor ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more funds holding
Funds holding: 2 → 6 (+4)
46.27% less ownership
Funds ownership: 62.64% → 16.37% (-46%)
48% less capital invested
Capital invested by funds: $3.19M → $1.67M (-$1.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$144K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$21.9K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$8.19K |
| 4 |
BlackRock
New York
|
+$630 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$3.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $1.47M | +$1.45M | +57,400 | New |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $146K | +$144K | +5,731 | New |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $28K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $22K | +$21.9K | +869 | New |
|
|
MFS
5
MSI Financial Services
Springfield,
Massachusetts
| $8K | +$8.19K | +325 | New |
|
|
6
BlackRock
New York
| $1K | +$630 | +25 | New |
|
|
VKH
7
Virtu KCG Holdings
New York
| – | -$3.16M | -124,158 | Closed |
|
FDMO Hedge Fund Activity: Q4 2016 in Review
6 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2016, worth a combined $1.67M — down 48% from $3.19M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDMO positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $144K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $3.16M sold.
- 6 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2016, up from 2 in Q3 2016.
- Funds reported $1.67M of Fidelity Momentum Factor ETF stock for Q4 2016, down 48% quarter-over-quarter.
- 5 funds opened new Fidelity Momentum Factor ETF positions in Q4 2016 and 1 closed out, a net change of +4 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q4 2016 was Ladenburg Thalmann Financial Services, an estimated $144K added.
- The largest Fidelity Momentum Factor ETF seller in Q4 2016 was Virtu KCG Holdings, an estimated $3.16M sold.
Based on aggregated 13F filings for Q4 2016.