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Fidelity Momentum Factor ETF

36 hedge funds and large institutions have $46.4M invested in Fidelity Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.5M 213,239 -75,459 -26%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.69M 136,389 +23,499 +21%
NR
3
Newfound Research
Massachusetts
$5.12M 104,480 +17,993 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.1M 104,129 +21,184 +26%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.28M 66,855 -1,388 -2%
Morgan Stanley
6
Morgan Stanley
New York
$2.21M 45,122 +9,728 +27%
AIP
7
Ahrens Investment Partners
Louisiana
$1.51M 30,838 -843 -3%
Goldman Sachs
8
Goldman Sachs
New York
$1.43M 29,133
LNC
9
Lincoln National Corp
Pennsylvania
$1.4M 28,474 +8,375 +42%
LPL Financial
10
LPL Financial
California
$1.34M 27,430 -1,088 -4%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$1.14M 23,236
KAS
12
Kestra Advisory Services
Texas
$1.13M 23,026 -386 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.02M 20,849 +714 +4%
PFS
14
Prospera Financial Services
Texas
$574K 11,718 +258 +2%
Bank of America
15
Bank of America
North Carolina
$520K 10,593 +311 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$450K 9,189 -3,168 -26%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$420K 8,574 -1,764 -17%
CPO
18
Cerity Partners OCIO
New York
$407K 8,310 -2 -0%
DWM
19
Darwin Wealth Management
Florida
$403K 8,222 -55 -0.7%
WIA
20
World Investment Advisors
California
$330K 6,737 +6,737 New
OCM
21
Orser Capital Management
Texas
$309K 6,305
SWA
22
Stratos Wealth Advisors
Ohio
$226K 4,614 +82 +2%
CW
23
CreativeOne Wealth
Kansas
$222K 4,540 -96 -2%
PP
24
Prudential plc
United Kingdom
$214K 4,370 -130 -3%
FT
25
Fiduciary Trust
Massachusetts
$207K 4,214