Fidelity Momentum Factor ETF
FDMO
35 hedge funds and large institutions have $84.6M invested in Fidelity Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.
22% more capital invested
Capital invested by funds: $69.7M → $84.6M (+$15M)
5.56% more ownership
Funds ownership: 54.43% → 59.99% (+5.6%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding
Funds holding: 35 → 35 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$15.5M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$3.61M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.07M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.03M |
| 5 |
Morgan Stanley
New York
|
+$970K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.48M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$4.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.12M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
FDMO Hedge Fund Activity: Q2 2021 in Review
35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2021, worth a combined $84.6M — up 22% from $69.7M a quarter earlier.
Fund positioning in FDMO was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 12 trimmed.
The largest buyer was Citigroup, adding an estimated $15.5M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.48M sold.
- 35 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $84.6M of Fidelity Momentum Factor ETF stock for Q2 2021, up 22% quarter-over-quarter.
- 5 funds opened new Fidelity Momentum Factor ETF positions in Q2 2021 and 5 closed out, a net change of 0 holders.
- The largest Fidelity Momentum Factor ETF buyer in Q2 2021 was Citigroup, an estimated $15.5M added.
- The largest Fidelity Momentum Factor ETF seller in Q2 2021 was Brinker Capital Investments, an estimated $5.48M sold.
Based on aggregated 13F filings for Q2 2021.