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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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

56% more funds holding

Funds holding: 9 → 14 (+5)

33% more capital invested

Capital invested by funds: $9.5M → $12.6M (+$3.1M)

2.43% more ownership

Funds ownership: 32.42% → 34.85% (+2.4%)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPC
Sigma Planning Corp
Michigan
+$1.71M
2
SXL
Summit X LLC
Missouri
+$806K
3
VF
Virtu Financial
New York
+$501K
4
APP
Avantax Planning Partners
Iowa
+$418K
5
AIP
Ahrens Investment Partners
Louisiana
+$299K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$422K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$361K
3
UBS Group
UBS Group
Switzerland
-$8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$4.42M – – –
AIP
2
Ahrens Investment Partners
Louisiana
$3.17M +$299K +10,510 +11%
SPC
3
Sigma Planning Corp
Michigan
$1.74M +$1.71M +59,994 New
SXL
4
Summit X LLC
Missouri
$827K +$806K +28,301 New
VF
5
Virtu Financial
New York
$508K +$501K +17,574 New
APP
6
Avantax Planning Partners
Iowa
$425K +$418K +14,682 New
Bank of America
7
Bank of America
North Carolina
$400K -$422K -14,832 -52%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$306K +$84.4K +2,962 +39%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$255K -$361K -12,668 -59%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$241K +$237K +8,319 New
DWM
11
Darwin Wealth Management
Florida
$241K +$238K +8,350 New
AG
12
Advisor Group
Arizona
$68K +$36.1K +1,267 +117%
ASN
13
Advisory Services Network
Georgia
$6K +$28 +1 +0.5%
UBS Group
14
UBS Group
Switzerland
– -$8K -286 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– +$484 +17 New

FDMO Hedge Fund Activity: Q3 2017 in Review

14 of the 4,011 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.