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Fidelity Momentum Factor ETF

31 hedge funds and large institutions have $89.2M invested in Fidelity Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-6
Holders Change %
-16.22%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.1M 838,308 -8,722 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.8M 253,694 -7,390 -3%
GLR
3
Great Lakes Retirement
Ohio
$11.5M 245,895 -1,431 -0.6%
Cerity Partners
4
Cerity Partners
New York
$4.01M 85,925 -10,832 -11%
AWM
5
AE Wealth Management
Kansas
$2.84M 60,831 +11,612 +24%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.84M 60,757 -3,831 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.67M 57,123 +2,377 +4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.34M 50,029 +25,558 +104%
Morgan Stanley
9
Morgan Stanley
New York
$1.44M 30,810 -729 -2%
BWIA
10
Bryant Woods Investment Advisors
New York
$1.3M 27,845 -474 -2%
NA
11
NewEdge Advisors
Louisiana
$1.25M 26,699 +1,062 +4%
KAS
12
Kestra Advisory Services
Texas
$1.17M 24,975 +2,816 +13%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$1.1M 23,656
Bank of America
14
Bank of America
North Carolina
$803K 17,197 -935 -5%
LPL Financial
15
LPL Financial
California
$716K 15,331 +285 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$659K 14,111 -1,551 -10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$628K 13,446 -42 -0.3%
SWA
18
Sax Wealth Advisors
New Jersey
$534K 11,445 -340 -3%
CAN
19
Cetera Advisor Networks
California
$463K 9,918 +35 +0.4%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$441K 9,438 +572 +6%
HPM
21
Hoxton Planning & Management
West Virginia
$414K 8,866
IC
22
Inscription Capital
Texas
$309K 6,610
PP
23
Prudential plc
United Kingdom
$293K 6,280 -10,680 -63%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$275K 5,899 -36,712 -86%
DWM
25
Darwin Wealth Management
Florida
$275K 5,883