Fidelity Momentum Factor ETF
FDMO
9 hedge funds and large institutions have $9.5M invested in Fidelity Momentum Factor ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
82% more capital invested
Capital invested by funds: $5.21M → $9.5M (+$4.29M)
13% more funds holding
Funds holding: 8 → 9 (+1)
6.92% more ownership
Funds ownership: 25.5% → 32.42% (+6.9%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.23M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$731K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.8K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.89K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$5.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$552K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$302K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
1
Brinker Capital Investments
Berwyn,
Pennsylvania
| $4.27M | +$4.23M | +153,000 | New |
|
|
AIP
2
Ahrens Investment Partners
Lafayette,
Louisiana
| $2.77M | +$731K | +26,415 | +36% |
|
|
VKH
3
Virtu KCG Holdings
New York
| $810K | -$302K | -10,912 | -27% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $800K | +$12.8K | +462 | +2% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $600K | -$552K | -19,944 | -48% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $213K | +$5.89K | +213 | +3% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $30K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $8K | -$3.15K | -114 | -29% |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $6K | +$5.53K | +200 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$5K | -191 | Closed |
|
FDMO Hedge Fund Activity: Q2 2017 in Review
9 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2017, worth a combined $9.5M — up 82% from $5.21M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FDMO positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $4.23M. The largest seller was Susquehanna International Group, cutting an estimated $552K.
- 9 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2017, up from 8 in Q1 2017.
- Funds reported $9.5M of Fidelity Momentum Factor ETF stock for Q2 2017, up 82% quarter-over-quarter.
- 2 funds opened new Fidelity Momentum Factor ETF positions in Q2 2017 and 1 closed out, a net change of +1 holder.
- The largest Fidelity Momentum Factor ETF buyer in Q2 2017 was Brinker Capital Investments, an estimated $4.23M added.
- The largest Fidelity Momentum Factor ETF seller in Q2 2017 was Susquehanna International Group, an estimated $552K sold.
Based on aggregated 13F filings for Q2 2017.