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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

35 hedge funds and large institutions have $69.7M invested in Fidelity Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
7
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$12.7M
2
LWA
2
Lineweaver Wealth Advisors
Ohio
$4.27M
3
Citigroup
3
Citigroup
New York
$14.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.12M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.43M
2
LI
2
LVZ Inc
Michigan
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.64M
4
NR
4
Newfound Research
Massachusetts
$2.91M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$14.1M 313,900 +68,950 +28%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.7M 282,163 +158,710 +129%
BCI
3
Brinker Capital Investments
Pennsylvania
$5.48M 122,000 -4,000 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.98M 110,946 -9,463 -8%
LWA
5
Lineweaver Wealth Advisors
Ohio
$4.27M 95,043 +95,043 New
Osaic Holdings
6
Osaic Holdings
Arizona
$3.64M 81,019 -25,221 -24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.96M 65,977 -1,296 -2%
NR
8
Newfound Research
Massachusetts
$2.91M 64,687 -20,335 -24%
Citadel Advisors
9
Citadel Advisors
Florida
$2.67M 59,361 +59,361 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.12M 47,222 +47,222 New
LPL Financial
11
LPL Financial
California
$1.57M 34,878 -627 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.56M 34,764 +28,636 +467%
KAS
13
Kestra Advisory Services
Texas
$1.43M 31,919 -65,952 -67%
AIP
14
Ahrens Investment Partners
Louisiana
$1.4M 31,087 -1,675 -5%
RCAG
15
Rehmann Capital Advisory Group
Michigan
$1.36M 30,309 – –
Goldman Sachs
16
Goldman Sachs
New York
$1.31M 29,133 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$888K 19,783 +1,520 +8%
Morgan Stanley
18
Morgan Stanley
New York
$665K 14,797 +13,507 +1,047%
PFS
19
Prospera Financial Services
Texas
$553K 12,305 +12,305 New
Bank of America
20
Bank of America
North Carolina
$439K 9,774 -327 -3%
LNC
21
Lincoln National Corp
Pennsylvania
$416K 9,249 -1,147 -11%
DWM
22
Darwin Wealth Management
Florida
$412K 9,189 -1,237 -12%
CPO
23
Cerity Partners OCIO
New York
$373K 8,310 +10 +0.1%
AWA
24
Arkadios Wealth Advisors
Georgia
$358K 7,975 +7,975 New
OCM
25
Orser Capital Management
Texas
$283K 6,305 – –
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