Fidelity Momentum Factor ETF
FDMO
35 hedge funds and large institutions have $54M invested in Fidelity Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
3.27% more ownership
Funds ownership: 47.49% → 50.76% (+3.3%)
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $58.2M → $54M (-$4.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$8.83M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.77M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$610K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.28M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$3.35M |
| 3 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
-$1.28M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$706K |
| 5 |
OCM
Orser Capital Management
Southlake,
Texas
|
-$276K |
FDMO Hedge Fund Activity: Q2 2022 in Review
35 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2022, worth a combined $54M — down 7.1% from $58.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDMO positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $8.83M. The largest seller was Fidelity Investments, cutting an estimated $4.28M.
- 35 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2022, up from 34 in Q1 2022.
- Funds reported $54M of Fidelity Momentum Factor ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
- 5 funds opened new Fidelity Momentum Factor ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
- The largest Fidelity Momentum Factor ETF buyer in Q2 2022 was Cerity Partners OCIO, an estimated $8.83M added.
- The largest Fidelity Momentum Factor ETF seller in Q2 2022 was Fidelity Investments, an estimated $4.28M sold.
Based on aggregated 13F filings for Q2 2022.