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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

35 hedge funds and large institutions have $78.8M invested in Fidelity Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39M
2
LI
2
LVZ Inc
Michigan
$2.49M
3
BFA
3
BMS Financial Advisors
South Dakota
$1.76M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.47M

Top Sellers

1
CG
1
CFO4Life Group
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$672K
3
AIP
3
Ahrens Investment Partners
Louisiana
$1.34M
4
TC
4
Trilogy Capital
California
$0
5
PFS
5
Prospera Financial Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39M 873,374 +328,693 +60%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.3M 298,380 -5,388 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.47M 77,714 +17,228 +28%
LI
4
LVZ Inc
Michigan
$2.49M 55,728 +55,728 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.23M 50,047 +11,845 +31%
BFA
6
BMS Financial Advisors
South Dakota
$1.76M 39,491 +39,491 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.75M 39,214 +7,763 +25%
Morgan Stanley
8
Morgan Stanley
New York
$1.63M 36,484 -1,180 -3%
AWM
9
AE Wealth Management
Kansas
$1.46M 32,633 +8,959 +38%
AIP
10
Ahrens Investment Partners
Louisiana
$1.34M 30,076 -7,956 -21%
BWIA
11
Bryant Woods Investment Advisors
New York
$1.33M 29,737 +7,287 +32%
Citadel Advisors
12
Citadel Advisors
Florida
$1.18M 26,465 +20,228 +324%
KAS
13
Kestra Advisory Services
Texas
$1.12M 25,050 -1,471 -6%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$1.06M 23,656 +1 +0%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$961K 21,531 +8,763 +69%
LPL Financial
16
LPL Financial
California
$693K 15,517 -1,495 -9%
Bank of America
17
Bank of America
North Carolina
$672K 15,051 -10,674 -41%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$641K 14,345 -609 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$582K 13,033 -4,673 -26%
CAN
20
Cetera Advisor Networks
California
$380K 8,506 +1,099 +15%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$363K 8,163 +4,486 +122%
TC
22
TownSquare Capital
Utah
$304K 6,813 +6,813 New
IC
23
Inscription Capital
Texas
$295K 6,610 -2,411 -27%
DWM
24
Darwin Wealth Management
Florida
$267K 5,880 +6 +0.1%
CW
25
CreativeOne Wealth
Kansas
$214K 4,787 +37 +0.8%
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