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Fidelity Momentum Factor ETF
FDMO

13 hedge funds and large institutions have $14.8M invested in Fidelity Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

17% more capital invested

Capital invested by funds: $12.6M → $14.8M (+$2.15M)

5.41% less ownership

Funds ownership: 34.85% → 29.44% (-5.4%)

7% less funds holding

Funds holding: 14 → 13 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$735K
2
DWM
Darwin Wealth Management
Florida
+$571K
3
Mariner
Mariner
Kansas
+$448K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$245K
5
SXL
Summit X LLC
Missouri
+$235K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$508K
2
APP
Avantax Planning Partners
Iowa
-$425K
3
Bank of America
Bank of America
North Carolina
-$314K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$4.79M – – –
AIP
2
Ahrens Investment Partners
Louisiana
$3.6M +$171K +5,590 +5%
SPC
3
Sigma Planning Corp
Michigan
$1.98M +$102K +3,341 +6%
SXL
4
Summit X LLC
Missouri
$1.14M +$235K +7,691 +27%
DWM
5
Darwin Wealth Management
Florida
$847K +$571K +18,679 +224%
Citadel Advisors
6
Citadel Advisors
Florida
$753K +$735K +24,071 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$580K +$245K +8,011 +76%
Mariner
8
Mariner
Kansas
$459K +$448K +14,682 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$282K +$21.2K +695 +8%
CA
10
Calton & Associates
Florida
$136K +$124K +4,072 New
Bank of America
11
Bank of America
North Carolina
$111K -$314K -10,266 -74%
AG
12
Advisor Group
Arizona
$74K – – –
ASN
13
Advisory Services Network
Georgia
$6K – – –
VF
14
Virtu Financial
New York
– -$508K -17,574 Closed
APP
15
Avantax Planning Partners
Iowa
– -$425K -14,682 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$255K -8,826 Closed

FDMO Hedge Fund Activity: Q4 2017 in Review

13 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2017, worth a combined $14.8M — up 17% from $12.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FDMO and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 6 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $735K. The largest seller was Virtu Financial, exiting entirely with an estimated $508K sold.

  • 13 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2017, down from 14 in Q3 2017.
  • Funds reported $14.8M of Fidelity Momentum Factor ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 3 funds opened new Fidelity Momentum Factor ETF positions in Q4 2017 and 4 closed out, a net change of -1 holder.
  • The largest Fidelity Momentum Factor ETF buyer in Q4 2017 was Citadel Advisors, an estimated $735K added.
  • The largest Fidelity Momentum Factor ETF seller in Q4 2017 was Virtu Financial, an estimated $508K sold.

Based on aggregated 13F filings for Q4 2017.