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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

37 hedge funds and large institutions have $67.4M invested in Fidelity Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.83M
4
C
4
CFO4Life
Texas
$2.04M
5
CG
5
CFO4Life Group
Texas
$2.04M

Top Sellers

1
BFA
1
BMS Financial Advisors
South Dakota
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.35M
3
CAG
3
Compass Advisory Group
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.3M 544,681 +119,982 +28%
Osaic Holdings
2
Osaic Holdings
Arizona
$13M 303,768 +108,735 +56%
CPO
3
Cerity Partners OCIO
New York
$3.92M 91,609 +16,503 +22%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.83M 89,450 +55,725 +165%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.59M 60,486 -9,350 -13%
CG
6
CFO4Life Group
Texas
$2.04M 47,747 +47,747 New
C
7
CFO4Life
Texas
$2.04M 47,747 +47,747 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.64M 38,202 +38,202 New
AIP
9
Ahrens Investment Partners
Louisiana
$1.63M 38,032 +28,505 +299%
Morgan Stanley
10
Morgan Stanley
New York
$1.61M 37,664 -1,975 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.35M 31,451 -19,352 -38%
KAS
12
Kestra Advisory Services
Texas
$1.14M 26,521 +6,772 +34%
Bank of America
13
Bank of America
North Carolina
$1.1M 25,725 +436 +2%
AWM
14
AE Wealth Management
Kansas
$1.01M 23,674 +23,674 New
RCAG
15
Rehmann Capital Advisory Group
Michigan
$1.01M 23,655 -323 -1%
BWIA
16
Bryant Woods Investment Advisors
New York
$961K 22,450 +1,627 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$758K 17,706 -6,840 -28%
LPL Financial
18
LPL Financial
California
$728K 17,012 -1,268 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$640K 14,954 +118 +0.8%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$559K 12,768 +4,116 +48%
IC
21
Inscription Capital
Texas
$386K 9,021 +9,021 New
TC
22
Trilogy Capital
California
$322K 7,526 +7,526 New
PFS
23
Prospera Financial Services
Texas
$318K 7,428 -3,662 -33%
CAN
24
Cetera Advisor Networks
California
$317K 7,407 +7,407 New
Citadel Advisors
25
Citadel Advisors
Florida
$267K 6,237 +6,237 New
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