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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

35 hedge funds and large institutions have $102M invested in Fidelity Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.2M
2
TC
2
Trilogy Capital
California
$1.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.24M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.74M
5
Goldman Sachs
5
Goldman Sachs
New York
$971K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.44M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.69M
3
Bank of America
3
Bank of America
North Carolina
$289K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
NA
5
NewEdge Advisors
Louisiana
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.2M 873,345 +35,037 +4%
GLR
2
Great Lakes Retirement
Ohio
$12.9M 243,175 -2,720 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.44M 140,598 -113,096 -45%
Cerity Partners
4
Cerity Partners
New York
$4.42M 83,559 -2,366 -3%
AWM
5
AE Wealth Management
Kansas
$3.44M 62,762 +1,931 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.25M 61,409 +652 +1%
Morgan Stanley
7
Morgan Stanley
New York
$3.24M 61,306 +30,496 +99%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.14M 59,321 +2,198 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.74M 32,861 +18,750 +133%
TC
10
Trilogy Capital
California
$1.71M 32,406 +32,406 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.69M 31,883 -18,146 -36%
BWIA
12
Bryant Woods Investment Advisors
New York
$1.36M 25,745 -2,100 -8%
KAS
13
Kestra Advisory Services
Texas
$1.36M 25,719 +744 +3%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$1.25M 23,656 – –
NA
15
NewEdge Advisors
Louisiana
$1.18M 21,759 -4,940 -19%
LPL Financial
16
LPL Financial
California
$1.1M 20,785 +5,454 +36%
Goldman Sachs
17
Goldman Sachs
New York
$971K 18,356 +18,356 New
PP
18
Prudential plc
United Kingdom
$954K 18,035 +11,755 +187%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$712K 13,447 +1 +0%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$652K 12,325 +12,325 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$645K 12,188 +2,750 +29%
SWA
22
Sax Wealth Advisors
New Jersey
$595K 11,245 -200 -2%
CAN
23
Cetera Advisor Networks
California
$575K 10,866 +948 +10%
HPM
24
Hoxton Planning & Management
West Virginia
$469K 8,866 – –
IC
25
Inscription Capital
Texas
$350K 6,610 – –
1
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