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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

31 hedge funds and large institutions have $25.7M invested in Fidelity Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.68M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.42M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$883K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.38M
2
LI
2
LVZ Inc
Michigan
$0
3
BSAM
3
Blue Sky Asset Management
Colorado
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
AWM
5
Adams Wealth Management
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.68M 187,401 +175,041 +1,416%
BCI
2
Brinker Capital Investments
Pennsylvania
$4.64M 153,000 – –
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.3M 76,033 -13,753 -15%
AIP
4
Ahrens Investment Partners
Louisiana
$1.6M 52,734 -22,440 -30%
Citadel Advisors
5
Citadel Advisors
Florida
$1.42M 46,851 +46,851 New
Bank of America
6
Bank of America
North Carolina
$1.38M 45,357 -66,165 -59%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.36M 44,795 +44,795 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.33M 43,800 +37,365 +581%
DWM
9
Darwin Wealth Management
Florida
$1.15M 37,937 -3,515 -8%
LPL Financial
10
LPL Financial
California
$1.01M 33,429 +3,618 +12%
Goldman Sachs
11
Goldman Sachs
New York
$883K 29,133 +29,133 New
RCAG
12
Rehmann Capital Advisory Group
Michigan
$704K 23,236 +23,236 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$493K 16,270 +1,425 +10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$310K 10,234 +10,234 New
PAS
15
Partnervest Advisory Services
California
$302K 9,950 -288 -3%
CPO
16
Cerity Partners OCIO
New York
$300K 9,884 +976 +11%
JIP
17
Jaffetilchin Investment Partners
Florida
$246K 8,123 -740 -8%
PP
18
Prudential plc
United Kingdom
$243K 8,000 -900 -10%
SFS
19
Sowell Financial Services
Arkansas
$86K 2,835 – –
FHA
20
Flagship Harbor Advisors
Massachusetts
$61K 2,000 +2,000 New
UBS Group
21
UBS Group
Switzerland
$50K 1,643 -261 -14%
AIC
22
Ameritas Investment Company
Nebraska
$31K 1,049 +1,049 New
S
23
SignatureFD
Georgia
$28K 924 – –
AA
24
Advisory Alpha
Michigan
$19.9K 600 – –
GEA
25
Glen Eagle Advisors
New Jersey
$15.8K 520 -275 -35%
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