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Fidelity Momentum Factor ETF
FDMO

18 hedge funds and large institutions have $24.7M invested in Fidelity Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

67% more capital invested

Capital invested by funds: $14.8M → $24.7M (+$9.91M)

38% more funds holding

Funds holding: 13 → 18 (+5)

3.46% more ownership

Funds ownership: 29.44% → 32.9% (+3.5%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPC
Sigma Planning Corp
Michigan
+$4.71M
2
Jane Street
Jane Street
New York
+$1.62M
3
SXL
Summit X LLC
Missouri
+$1.55M
4
Bank of America
Bank of America
North Carolina
+$767K
5
OCM
Orser Capital Management
Texas
+$510K

Top Sellers

Rank Fund Capital Flow
1
DWM
Darwin Wealth Management
Florida
-$875K
2
Citadel Advisors
Citadel Advisors
Florida
-$753K
3
CA
Calton & Associates
Florida
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1
Sigma Planning Corp
Michigan
$6.6M +$4.71M +145,403 +230%
BCI
2
Brinker Capital Investments
Pennsylvania
$4.84M – – –
AIP
3
Ahrens Investment Partners
Louisiana
$3.65M +$14K +431 +0.4%
SXL
4
Summit X LLC
Missouri
$2.66M +$1.55M +47,766 +133%
Jane Street
5
Jane Street
New York
$1.58M +$1.62M +50,015 New
DWM
6
Darwin Wealth Management
Florida
$1.24M -$875K -27,029 Closed
Bank of America
7
Bank of America
North Carolina
$861K +$767K +23,701 +667%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$798K +$217K +6,695 +36%
OCM
9
Orser Capital Management
Texas
$510K +$510K +15,760 New
Mariner
10
Mariner
Kansas
$465K +$1.17K +36 +0.2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$457K +$469K +14,472 New
PP
12
Prudential plc
United Kingdom
$348K +$356K +11,000 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$321K +$36.6K +1,131 +13%
SWP
14
Stratos Wealth Partners
Ohio
$206K +$211K +6,504 New
AG
15
Advisor Group
Arizona
$74K – – –
UBS Group
16
UBS Group
Switzerland
$29K +$30K +927 New
RCAG
17
Rehmann Capital Advisory Group
Michigan
$14K +$14K +433 New
ASN
18
Advisory Services Network
Georgia
$6K +$32 +1 +0.5%
Morgan Stanley
19
Morgan Stanley
New York
$1K +$1.49K +46 New
Citadel Advisors
20
Citadel Advisors
Florida
– -$753K -24,071 Closed
CA
21
Calton & Associates
Florida
– -$136K -4,072 Closed

FDMO Hedge Fund Activity: Q1 2018 in Review

18 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2018, worth a combined $24.7M — up 67% from $14.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDMO positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Sigma Planning Corp, adding an estimated $4.71M. The largest seller was Darwin Wealth Management, exiting entirely with an estimated $875K sold.

  • 18 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2018, up from 13 in Q4 2017.
  • Funds reported $24.7M of Fidelity Momentum Factor ETF stock for Q1 2018, up 67% quarter-over-quarter.
  • 8 funds opened new Fidelity Momentum Factor ETF positions in Q1 2018 and 3 closed out, a net change of +5 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q1 2018 was Sigma Planning Corp, an estimated $4.71M added.
  • The largest Fidelity Momentum Factor ETF seller in Q1 2018 was Darwin Wealth Management, an estimated $875K sold.

Based on aggregated 13F filings for Q1 2018.