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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

31 hedge funds and large institutions have $51M invested in Fidelity Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BMS Financial Advisors
South Dakota
$2.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.09M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.02M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$361K

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$3.09M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.87M
3
AIP
3
Ahrens Investment Partners
Louisiana
$392K
4
NR
4
Newfound Research
Massachusetts
$2.66M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.5M 424,699 +39,244 +10%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.02M 195,033 +10,035 +5%
CPO
3
Cerity Partners OCIO
New York
$3.09M 75,106 -138,705 -65%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.87M 69,836 -21,873 -24%
NR
5
Newfound Research
Massachusetts
$2.66M 64,783 -7,637 -11%
BFA
6
BMS Financial Advisors
South Dakota
$2.6M 63,197 +63,197 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.09M 50,803 +27,181 +115%
Morgan Stanley
8
Morgan Stanley
New York
$1.63M 39,639 +706 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.39M 33,725 -2,381 -7%
Bank of America
10
Bank of America
North Carolina
$1.04M 25,289 -787 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.01M 24,546 +4,218 +21%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$986K 23,978 +823 +4%
BWIA
13
Bryant Woods Investment Advisors
New York
$856K 20,823 +603 +3%
KAS
14
Kestra Advisory Services
Texas
$812K 19,749 +430 +2%
LPL Financial
15
LPL Financial
California
$752K 18,280 -4,280 -19%
CAG
16
Compass Advisory Group
New York
$623K 15,156 +949 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$610K 14,836 -1,646 -10%
Goldman Sachs
18
Goldman Sachs
New York
$469K 11,404 – –
PFS
19
Prospera Financial Services
Texas
$456K 11,090 -306 -3%
AIP
20
Ahrens Investment Partners
Louisiana
$392K 9,527 -15,212 -61%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$361K 8,652 +8,652 New
DWM
22
Darwin Wealth Management
Florida
$265K 6,284 -110 -2%
IA
23
IFG Advisory
Georgia
$202K 4,930 +4,930 New
PP
24
Prudential plc
United Kingdom
$173K 4,200 -180 -4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$146K 3,582 +1,056 +42%
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