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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

50 hedge funds and large institutions have $114M invested in Fidelity Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
50
Holders Change
+15
Holders Change %
+42.86%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
11
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.49M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.2M
3
RJA
3
Raymond James & Associates
Florida
$1.36M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.72M
5
Citadel Advisors
5
Citadel Advisors
Florida
$865K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.75M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.82M
3
TC
3
Trilogy Capital
California
$492K
4
BWIA
4
Bryant Woods Investment Advisors
New York
$783K
5
PP
5
Prudential plc
United Kingdom
$350K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$54.2M 897,499 +24,154 +3%
GLR
2
Great Lakes Retirement
Ohio
$14.3M 237,392 -5,783 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.72M 78,153 +18,832 +32%
Cerity Partners
4
Cerity Partners
New York
$4.55M 75,308 -8,251 -10%
AWM
5
AE Wealth Management
Kansas
$3.75M 62,175 -587 -0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.75M 62,060 +651 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.6M 43,004 +10,143 +31%
Morgan Stanley
8
Morgan Stanley
New York
$1.82M 30,233 -31,073 -51%
KAS
9
Kestra Advisory Services
Texas
$1.77M 29,311 +3,592 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.75M 29,014 -111,584 -79%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.6M 26,487 -5,396 -17%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.49M 24,617 +24,617 New
RCAG
13
Rehmann Capital Advisory Group
Michigan
$1.43M 23,656 – –
RJA
14
Raymond James & Associates
Florida
$1.36M 22,521 +22,521 New
LPL Financial
15
LPL Financial
California
$1.35M 22,364 +1,579 +8%
NA
16
NewEdge Advisors
Louisiana
$1.31M 21,635 -124 -0.6%
Goldman Sachs
17
Goldman Sachs
New York
$1.06M 17,566 -790 -4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$894K 14,809 +2,484 +20%
Citadel Advisors
19
Citadel Advisors
Florida
$865K 14,337 +14,337 New
Bank of America
20
Bank of America
North Carolina
$831K 13,776 +8,315 +152%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$787K 13,047 -400 -3%
BWIA
22
Bryant Woods Investment Advisors
New York
$783K 12,965 -12,780 -50%
CAN
23
Cetera Advisor Networks
California
$713K 11,817 +951 +9%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$700K 11,591 -597 -5%
SWA
25
Sax Wealth Advisors
New Jersey
$609K 10,090 -1,155 -10%
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