Fidelity Momentum Factor ETF
FDMO
37 hedge funds and large institutions have $40.9M invested in Fidelity Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.
149% more capital inflows, than outflows
Capital inflows: $19.9M | Capital outflows: $7.98M
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
32% more funds holding
Funds holding: 28 → 37 (+9)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
9.43% more ownership
Funds ownership: 34.02% → 43.45% (+9.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.06M |
| 2 |
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$5.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.81M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
| 5 |
LPL Financial
San Diego,
California
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.71M |
| 2 |
Jane Street
New York
|
-$2.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$726K |
| 4 |
Orser Capital Management
Southlake,
Texas
|
-$715K |
| 5 |
Darwin Wealth Management
Tampa,
Florida
|
-$421K |
FDMO Hedge Fund Activity: Q4 2018 in Review
37 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2018, worth a combined $40.9M — up 17% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FDMO positions and 7 closed out — a net gain of 9 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $5.06M. The largest seller was Sigma Planning Corp, cutting an estimated $2.71M.
- 37 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2018, up from 28 in Q3 2018.
- Funds reported $40.9M of Fidelity Momentum Factor ETF stock for Q4 2018, up 17% quarter-over-quarter.
- 16 funds opened new Fidelity Momentum Factor ETF positions in Q4 2018 and 7 closed out, a net change of +9 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q4 2018 was Brinker Capital Investments, an estimated $5.06M added.
- The largest Fidelity Momentum Factor ETF seller in Q4 2018 was Sigma Planning Corp, an estimated $2.71M sold.
Based on aggregated 13F filings for Q4 2018.