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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

34 hedge funds and large institutions have $58.2M invested in Fidelity Momentum Factor ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
10
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.4M
2
LI
2
LVZ Inc
Michigan
$3.35M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.14M
4
BFA
4
BMS Financial Advisors
South Dakota
$1.28M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$468K

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$4.49M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.12M
4
Goldman Sachs
4
Goldman Sachs
New York
$582K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.4M 302,357 +136,757 +83%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$9.49M 185,919 +17 +0%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.14M 139,698 +34,447 +33%
NR
4
Newfound Research
Massachusetts
$4.49M 87,973 -40,415 -31%
LI
5
LVZ Inc
Michigan
$3.35M 65,582 +65,582 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.12M 41,540 -33,144 -44%
Morgan Stanley
7
Morgan Stanley
New York
$1.98M 38,739 -7,738 -17%
AIP
8
Ahrens Investment Partners
Louisiana
$1.34M 26,193 -3,445 -12%
BFA
9
BMS Financial Advisors
South Dakota
$1.28M 25,060 +25,060 New
LPL Financial
10
LPL Financial
California
$1.22M 23,865 -742 -3%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$1.18M 23,155 -81 -0.3%
CPO
12
Cerity Partners OCIO
New York
$983K 19,257 +9,146 +90%
BWIA
13
Bryant Woods Investment Advisors
New York
$936K 18,342 -1,213 -6%
KAS
14
Kestra Advisory Services
Texas
$917K 17,971 -3,486 -16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$900K 17,634 -3,389 -16%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$852K 16,686 -304 -2%
Bank of America
17
Bank of America
North Carolina
$646K 12,650 +1,995 +19%
Goldman Sachs
18
Goldman Sachs
New York
$582K 11,404 -17,729 -61%
PFS
19
Prospera Financial Services
Texas
$570K 11,172 -44 -0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$468K 9,161 +9,161 New
CAG
21
Compass Advisory Group
New York
$456K 8,935 +691 +8%
KPWS
22
Kestra Private Wealth Services
Texas
$386K 7,571 +209 +3%
DWM
23
Darwin Wealth Management
Florida
$377K 7,390 +6 +0.1%
OCM
24
Orser Capital Management
Texas
$276K 5,405 -900 -14%
CW
25
CreativeOne Wealth
Kansas
$238K 4,670 +47 +1%
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