Fidelity Momentum Factor ETF
FDMO
8 hedge funds and large institutions have $5.21M invested in Fidelity Momentum Factor ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
212% more capital invested
Capital invested by funds: $1.67M → $5.21M (+$3.54M)
33% more funds holding
Funds holding: 6 → 8 (+2)
9.14% more ownership
Funds ownership: 16.37% → 25.5% (+9.1%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.07M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$753K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$408K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$44.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$12.5K |
| 2 |
BlackRock
New York
|
-$1K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$774 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
1
Ahrens Investment Partners
Lafayette,
Louisiana
| $1.98M | +$408K | +15,265 | +27% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.13M | +$1.11M | +41,438 | New |
|
|
VKH
3
Virtu KCG Holdings
New York
| $1.09M | +$1.07M | +39,925 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $768K | +$753K | +28,188 | New |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $201K | +$44.3K | +1,659 | +29% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $30K | -$774 | -29 | -3% |
|
|
7
UBS Group
Zurich,
Switzerland
| $11K | -$12.5K | -469 | -54% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $5K | +$5.1K | +191 | New |
|
|
9
BlackRock
New York
| – | -$1K | -25 | Closed |
|
FDMO Hedge Fund Activity: Q1 2017 in Review
8 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2017, worth a combined $5.21M — up 212% from $1.67M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDMO positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.11M. The largest seller was UBS Group, cutting an estimated $12.5K.
- 8 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2017, up from 6 in Q4 2016.
- Funds reported $5.21M of Fidelity Momentum Factor ETF stock for Q1 2017, up 212% quarter-over-quarter.
- 4 funds opened new Fidelity Momentum Factor ETF positions in Q1 2017 and 1 closed out, a net change of +3 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $1.11M added.
- The largest Fidelity Momentum Factor ETF seller in Q1 2017 was UBS Group, an estimated $12.5K sold.
Based on aggregated 13F filings for Q1 2017.