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.
495% more capital inflows, than outflows
Capital inflows: $10.5M | Capital outflows: $1.76M
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
38% more funds holding
Funds holding: 13 → 18 (+5)
4.79% less ownership
Funds ownership: 37.68% → 32.9% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$4.71M |
| 2 |
Jane Street
New York
|
+$1.62M |
| 3 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
+$1.55M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$767K |
| 5 |
Orser Capital Management
Southlake,
Texas
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Darwin Wealth Management
Tampa,
Florida
|
-$875K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$753K |
| 3 |
Calton & Associates
Tampa,
Florida
|
-$136K |
FDMO Hedge Fund Activity: Q1 2018 in Review
18 of the 4,374 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.