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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.

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.53%
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 Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.98M 185,902 -27,337 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.89M 165,600 +29,211 +21%
NR
3
Newfound Research
Massachusetts
$6.89M 128,388 +23,908 +23%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.65M 105,251 +1,122 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.01M 74,684 +7,829 +12%
Morgan Stanley
6
Morgan Stanley
New York
$2.5M 46,477 +1,355 +3%
LNC
7
Lincoln National Corp
Pennsylvania
$2.03M 37,749 +9,275 +33%
AIP
8
Ahrens Investment Partners
Louisiana
$1.59M 29,638 -1,200 -4%
Goldman Sachs
9
Goldman Sachs
New York
$1.56M 29,133
LPL Financial
10
LPL Financial
California
$1.32M 24,607 -2,823 -10%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$1.25M 23,236
KAS
12
Kestra Advisory Services
Texas
$1.15M 21,457 -1,569 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.13M 21,023 +174 +0.8%
BWIA
14
Bryant Woods Investment Advisors
New York
$1.05M 19,555 +19,555 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$912K 16,990 +8,416 +98%
PFS
16
Prospera Financial Services
Texas
$602K 11,216 -502 -4%
Bank of America
17
Bank of America
North Carolina
$572K 10,655 +62 +0.6%
CPO
18
Cerity Partners OCIO
New York
$543K 10,111 +1,801 +22%
CAG
19
Compass Advisory Group
New York
$443K 8,244 +8,244 New
KPWS
20
Kestra Private Wealth Services
Texas
$395K 7,362 +7,362 New
DWM
21
Darwin Wealth Management
Florida
$365K 7,384 -838 -10%
OCM
22
Orser Capital Management
Texas
$339K 6,305
CW
23
CreativeOne Wealth
Kansas
$248K 4,623 +83 +2%
PP
24
Prudential plc
United Kingdom
$233K 4,340 -30 -0.7%
FT
25
Fiduciary Trust
Massachusetts
$226K 4,214