Fidelity Momentum Factor ETF
FDMO
14 hedge funds and large institutions have $12.6M invested in Fidelity Momentum Factor ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
447% more capital inflows, than outflows
Capital inflows: $4.33M | Capital outflows: $791K
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
56% more funds holding
Funds holding: 9 → 14 (+5)
2.43% more ownership
Funds ownership: 32.42% → 34.85% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.71M |
| 2 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
+$806K |
| 3 |
Virtu Financial
New York
|
+$501K |
| 4 |
Avantax Planning Partners
Dubuque,
Iowa
|
+$418K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$422K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$361K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8K |
FDMO Hedge Fund Activity: Q3 2017 in Review
14 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q3 2017, worth a combined $12.6M — up 33% from $9.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDMO positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $1.71M. The largest seller was Bank of America, cutting an estimated $422K.
- 14 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q3 2017, up from 9 in Q2 2017.
- Funds reported $12.6M of Fidelity Momentum Factor ETF stock for Q3 2017, up 33% quarter-over-quarter.
- 7 funds opened new Fidelity Momentum Factor ETF positions in Q3 2017 and 1 closed out, a net change of +6 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q3 2017 was Sigma Planning Corp, an estimated $1.71M added.
- The largest Fidelity Momentum Factor ETF seller in Q3 2017 was Bank of America, an estimated $422K sold.
Based on aggregated 13F filings for Q3 2017.