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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

31 hedge funds and large institutions have $55.3M invested in Fidelity Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
11
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$10.8M
2
NR
2
Newfound Research
Massachusetts
$3.76M
3
LI
3
LVZ Inc
Michigan
$2.79M
4
KAS
4
Kestra Advisory Services
Texas
$4.32M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$5.57M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$271K
4
DWM
4
Darwin Wealth Management
Florida
$460K
5
AIP
5
Ahrens Investment Partners
Louisiana
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$10.8M 244,950 +124,230 +103%
BCI
2
Brinker Capital Investments
Pennsylvania
$5.57M 126,000 -5,000 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.46M 123,453 +6,518 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.32M 120,409 +8,648 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.7M 106,240 +13,344 +14%
KAS
6
Kestra Advisory Services
Texas
$4.32M 97,871 +14,267 +17%
NR
7
Newfound Research
Massachusetts
$3.76M 85,022 +66,820 +367%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.97M 67,273 -921 -1%
LI
9
LVZ Inc
Michigan
$2.79M 63,088 +63,088 New
LPL Financial
10
LPL Financial
California
$1.57M 35,505 +4,337 +14%
AIP
11
Ahrens Investment Partners
Louisiana
$1.45M 32,762 -3,775 -10%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$1.34M 30,309 – –
Goldman Sachs
13
Goldman Sachs
New York
$1.29M 29,133 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$807K 18,263 -2,140 -10%
DWM
15
Darwin Wealth Management
Florida
$460K 10,426 -3,996 -28%
LNC
16
Lincoln National Corp
Pennsylvania
$460K 10,396 +10,396 New
Bank of America
17
Bank of America
North Carolina
$446K 10,101 +191 +2%
CPO
18
Cerity Partners OCIO
New York
$367K 8,300 -130 -2%
OCM
19
Orser Capital Management
Texas
$279K 6,305 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$271K 6,128 -4,206 -41%
PP
21
Prudential plc
United Kingdom
$261K 5,900 -400 -6%
FPGK
22
Financial Partners Group (Kansas)
Kansas
$208K 4,480 -857 -16%
SFS
23
Sowell Financial Services
Arkansas
$201K 4,557 +1,722 +61%
Morgan Stanley
24
Morgan Stanley
New York
$57K 1,290 +690 +115%
IA
25
Inspire Advisors
Idaho
$40K 901 +901 New
1
2