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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

37 hedge funds and large institutions have $98.1M invested in Fidelity Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLR
1
Great Lakes Retirement
Ohio
$12M
2
Cerity Partners
2
Cerity Partners
New York
$4.68M
3
NA
3
NewEdge Advisors
Louisiana
$1.24M
4
AWM
4
AE Wealth Management
Kansas
$2.38M
5
PP
5
Prudential plc
United Kingdom
$820K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$757K
3
BFA
3
BMS Financial Advisors
South Dakota
$364K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41M 847,030 -26,344 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M 261,084 -37,296 -12%
GLR
3
Great Lakes Retirement
Ohio
$12M 247,326 +247,326 New
Cerity Partners
4
Cerity Partners
New York
$4.68M 96,757 +96,757 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.12M 64,588 -13,126 -17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.65M 54,746 +4,699 +9%
LI
7
LVZ Inc
Michigan
$2.57M 53,185 -2,543 -5%
AWM
8
AE Wealth Management
Kansas
$2.38M 49,219 +16,586 +51%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.06M 42,611 +3,397 +9%
Morgan Stanley
10
Morgan Stanley
New York
$1.53M 31,539 -4,945 -14%
BWIA
11
Bryant Woods Investment Advisors
New York
$1.37M 28,319 -1,418 -5%
NA
12
NewEdge Advisors
Louisiana
$1.24M 25,637 +25,637 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.18M 24,471 +2,940 +14%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$1.14M 23,656 – –
KAS
15
Kestra Advisory Services
Texas
$1.07M 22,159 -2,891 -12%
Bank of America
16
Bank of America
North Carolina
$877K 18,132 +3,081 +20%
PP
17
Prudential plc
United Kingdom
$820K 16,960 +12,760 +304%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$757K 15,662 -32,610 -68%
LPL Financial
19
LPL Financial
California
$728K 15,046 -471 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$652K 13,488 -857 -6%
SWA
21
Sax Wealth Advisors
New Jersey
$570K 11,785 +11,785 New
CAN
22
Cetera Advisor Networks
California
$478K 9,883 +1,377 +16%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$429K 8,866 +8,866 New
HPM
24
Hoxton Planning & Management
West Virginia
$429K 8,866 +8,866 New
BFA
25
BMS Financial Advisors
South Dakota
$364K 7,533 -31,958 -81%
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