FDMO icon

Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

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.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.59%
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
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
1
Cerity Partners OCIO
New York
$8.92M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.72M
4
Bank of America
4
Bank of America
North Carolina
$1.09M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$848K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.83M
2
LI
2
LVZ Inc
Michigan
$0
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
NR
4
Newfound Research
Massachusetts
$3.02M
5
OCM
5
Orser Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M 385,455 +83,098 +27%
CPO
2
Cerity Partners OCIO
New York
$8.92M 213,811 +194,554 +1,010%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.72M 184,998 +45,300 +32%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.83M 91,709 -94,210 -51%
NR
5
Newfound Research
Massachusetts
$3.02M 72,420 -15,553 -18%
Morgan Stanley
6
Morgan Stanley
New York
$1.63M 38,933 +194 +0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.51M 36,106 -5,434 -13%
Bank of America
8
Bank of America
North Carolina
$1.09M 26,076 +13,426 +106%
AIP
9
Ahrens Investment Partners
Louisiana
$1.03M 24,739 -1,454 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$986K 23,622 +6,936 +42%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$966K 23,155 – –
LPL Financial
12
LPL Financial
California
$941K 22,560 -1,305 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$848K 20,328 +11,167 +122%
BWIA
14
Bryant Woods Investment Advisors
New York
$842K 20,220 +1,878 +10%
KAS
15
Kestra Advisory Services
Texas
$806K 19,319 +1,348 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$688K 16,482 -1,152 -7%
CAG
17
Compass Advisory Group
New York
$593K 14,207 +5,272 +59%
Goldman Sachs
18
Goldman Sachs
New York
$476K 11,404 – –
PFS
19
Prospera Financial Services
Texas
$475K 11,396 +224 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$292K 7,000 +7,000 New
DWM
21
Darwin Wealth Management
Florida
$291K 6,394 -996 -13%
SCM
22
Stonehearth Capital Management
Massachusetts
$228K 5,309 +5,309 New
KPWS
23
Kestra Private Wealth Services
Texas
$218K 5,218 -2,353 -31%
CW
24
CreativeOne Wealth
Kansas
$206K 4,926 +256 +5%
PP
25
Prudential plc
United Kingdom
$183K 4,380 -100 -2%
1
2