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Fidelity Momentum Factor ETF

34 hedge funds and large institutions have $54.1M invested in Fidelity Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $46.4M → $54.1M (+$7.67M)

3.43% more ownership

Funds ownership: 39.49%42.92% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3634 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.52%
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
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.98M -$1.43M -27,337 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.89M +$1.53M +29,211 +21%
NR
3
Newfound Research
Massachusetts
$6.89M +$1.25M +23,908 +23%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.65M +$58.8K +1,122 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.01M +$410K +7,829 +12%
Morgan Stanley
6
Morgan Stanley
New York
$2.5M +$71K +1,355 +3%
LNC
7
Lincoln National Corp
Pennsylvania
$2.03M +$486K +9,275 +33%
AIP
8
Ahrens Investment Partners
Louisiana
$1.59M -$62.9K -1,200 -4%
Goldman Sachs
9
Goldman Sachs
New York
$1.56M
LPL Financial
10
LPL Financial
California
$1.32M -$148K -2,823 -10%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$1.25M
KAS
12
Kestra Advisory Services
Texas
$1.15M -$82.2K -1,569 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.13M +$9.12K +174 +0.8%
BWIA
14
Bryant Woods Investment Advisors
New York
$1.05M +$1.03M +19,555 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$912K +$441K +8,416 +98%
PFS
16
Prospera Financial Services
Texas
$602K -$26.3K -502 -4%
Bank of America
17
Bank of America
North Carolina
$572K +$3.25K +62 +0.6%
CPO
18
Cerity Partners OCIO
New York
$543K +$94.4K +1,801 +22%
CAG
19
Compass Advisory Group
New York
$443K +$432K +8,244 New
KPWS
20
Kestra Private Wealth Services
Texas
$395K +$386K +7,362 New
DWM
21
Darwin Wealth Management
Florida
$365K -$43.9K -838 -10%
OCM
22
Orser Capital Management
Texas
$339K
CW
23
CreativeOne Wealth
Kansas
$248K +$4.35K +83 +2%
PP
24
Prudential plc
United Kingdom
$233K -$1.57K -30 -0.7%
FT
25
Fiduciary Trust
Massachusetts
$226K

FDMO Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2021, worth a combined $54.1M — up 17% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FDMO and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 13 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.53M. The largest seller was Fidelity Investments, cutting an estimated $1.43M.

  • 34 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2021, down from 36 in Q3 2021.
  • Funds reported $54.1M of Fidelity Momentum Factor ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 5 funds opened new Fidelity Momentum Factor ETF positions in Q4 2021 and 7 closed out, a net change of -2 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $1.53M added.
  • The largest Fidelity Momentum Factor ETF seller in Q4 2021 was Fidelity Investments, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2021.