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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

34 hedge funds and large institutions have $29M invested in Fidelity Momentum Factor ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
9
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$840K
2
LI
LVZ Inc
Michigan
+$314K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$298K
4
LNC
Lincoln National Corp
Pennsylvania
+$251K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$236K

Top Sellers

1
FPGK
Financial Partners Group (Kansas)
Kansas
-$6.53M
2
SPC
Sigma Planning Corp
Michigan
-$1.77M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.74M
4
SXL
Summit X LLC
Missouri
-$1.72M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$724K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$5.61M -$183K -5,000 -3%
Bank of America
2
Bank of America
North Carolina
$4.09M +$74.3K +2,026 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.29M -$417K -11,362 -11%
AIP
4
Ahrens Investment Partners
Louisiana
$2.76M -$223K -6,075 -7%
LI
5
LVZ Inc
Michigan
$1.85M +$314K +8,560 +20%
BSAM
6
Blue Sky Asset Management
Colorado
$1.62M +$1.62M +44,103 New
DWM
7
Darwin Wealth Management
Florida
$1.52M -$196K -5,349 -11%
LPL Financial
8
LPL Financial
California
$1.09M +$45.2K +1,233 +4%
PFS
9
Prospera Financial Services
Texas
$933K +$29.7K +809 +3%
AWM
10
Adams Wealth Management
Utah
$912K +$912K +24,866 New
Jane Street
11
Jane Street
New York
$840K +$840K +22,910 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$737K -$724K -19,721 -50%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$545K -$28.7K -781 -5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$453K +$298K +8,139 +193%
Mariner
15
Mariner
Kansas
$434K -$28K -764 -6%
PAS
16
Partnervest Advisory Services
California
$376K -$62.2K -1,694 -14%
CPO
17
Cerity Partners OCIO
New York
$344K -$2.28K -59 -0.7%
PP
18
Prudential plc
United Kingdom
$326K -$117K -3,200 -26%
JIP
19
Jaffetilchin Investment Partners
Florida
$325K -$3.63K -99 -1%
LNC
20
Lincoln National Corp
Pennsylvania
$251K +$251K +6,834 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$236K +$236K +6,435 New
AG
22
Advisor Group
Arizona
$170K +$2.2K +60 +1%
SFS
23
Sowell Financial Services
Arkansas
$104K – – –
UBS Group
24
UBS Group
Switzerland
$70K +$12.7K +345 +22%
S
25
SignatureFD
Georgia
$34K – – –
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