Fidelity Momentum Factor ETF
FDMO
39 hedge funds and large institutions have $37.6M invested in Fidelity Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
8% more funds holding
Funds holding: 36 → 39 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $38M → $37.6M (-$412K)
6.85% less ownership
Funds ownership: 34.04% → 27.18% (-6.9%)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.77M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$431K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$225K |
| 4 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$165K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.12M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$789K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$286K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$155K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$152K |
FDMO Hedge Fund Activity: Q3 2019 in Review
39 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q3 2019, worth a combined $37.6M — down 1.1% from $38M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDMO positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.77M. The largest seller was Sigma Planning Corp, cutting an estimated $1.12M.
- 39 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q3 2019, up from 36 in Q2 2019.
- Funds reported $37.6M of Fidelity Momentum Factor ETF stock for Q3 2019, down 1.1% quarter-over-quarter.
- 8 funds opened new Fidelity Momentum Factor ETF positions in Q3 2019 and 4 closed out, a net change of +4 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q3 2019 was Citadel Advisors, an estimated $1.77M added.
- The largest Fidelity Momentum Factor ETF seller in Q3 2019 was Sigma Planning Corp, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2019.