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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

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.

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
13
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$31.3M
2
LI
2
LVZ Inc
Michigan
$3.73M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.17M
4
NR
4
Newfound Research
Massachusetts
$4.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.72M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
LWA
2
Lineweaver Wealth Advisors
Ohio
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$601K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$503K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$31.3M 643,907 +330,007 +105%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14M 288,698 +6,535 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.49M 112,890 +1,944 +2%
NR
4
Newfound Research
Massachusetts
$4.21M 86,487 +21,800 +34%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.04M 82,945 +1,926 +2%
LI
6
LVZ Inc
Michigan
$3.73M 76,667 +76,667 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.32M 68,243 +2,266 +3%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$3.17M 65,190 +65,190 New
Morgan Stanley
9
Morgan Stanley
New York
$1.72M 35,394 +20,597 +139%
AIP
10
Ahrens Investment Partners
Louisiana
$1.54M 31,681 +594 +2%
Goldman Sachs
11
Goldman Sachs
New York
$1.42M 29,133 – –
LPL Financial
12
LPL Financial
California
$1.39M 28,518 -6,360 -18%
KAS
13
Kestra Advisory Services
Texas
$1.14M 23,412 -8,507 -27%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$1.13M 23,236 -7,073 -23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$980K 20,135 +352 +2%
LNC
16
Lincoln National Corp
Pennsylvania
$978K 20,099 +10,850 +117%
HI
17
Harbour Investments
Wisconsin
$617K 12,682 +12,682 New
Citadel Advisors
18
Citadel Advisors
Florida
$601K 12,357 -47,004 -79%
PFS
19
Prospera Financial Services
Texas
$557K 11,460 -845 -7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$503K 10,338 -24,426 -70%
Bank of America
21
Bank of America
North Carolina
$501K 10,282 +508 +5%
CPO
22
Cerity Partners OCIO
New York
$404K 8,312 +2 +0%
DWM
23
Darwin Wealth Management
Florida
$403K 8,277 -912 -10%
OCM
24
Orser Capital Management
Texas
$307K 6,305 – –
CW
25
CreativeOne Wealth
Kansas
$226K 4,636 +4,636 New
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