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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

49 hedge funds and large institutions have $134M invested in Fidelity Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
18
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$66.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.84M
3
RJA
3
Raymond James & Associates
Florida
$3.17M
4
FEM
4
Fulcrum Equity Management
Texas
$1.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.37M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$289K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.14M
4
TC
4
Trilogy Capital
California
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$66.2M 1,038,484 +140,985 +16%
GLR
2
Great Lakes Retirement
Ohio
$14.8M 232,229 -5,163 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.2M 81,612 +3,459 +4%
Cerity Partners
4
Cerity Partners
New York
$4.73M 74,288 -1,020 -1%
AWM
5
AE Wealth Management
Kansas
$4.56M 71,629 +9,454 +15%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.28M 67,129 +5,069 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.42M 53,735 +10,731 +25%
RJA
8
Raymond James & Associates
Florida
$3.17M 49,679 +27,158 +121%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.84M 44,512 +44,512 New
Goldman Sachs
10
Goldman Sachs
New York
$2.37M 37,151 +19,585 +111%
KAS
11
Kestra Advisory Services
Texas
$2.1M 32,910 +3,599 +12%
Morgan Stanley
12
Morgan Stanley
New York
$1.91M 29,994 -239 -0.8%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.77M 27,708 +1,221 +5%
LPL Financial
14
LPL Financial
California
$1.48M 23,165 +801 +4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.39M 21,774 +6,965 +47%
BWIA
16
Bryant Woods Investment Advisors
New York
$1.3M 27,845 +14,880 +115%
FEM
17
Fulcrum Equity Management
Texas
$1.26M 19,818 +19,818 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.14M 17,944 -11,070 -38%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$1.07M 16,784 -6,872 -29%
NA
20
NewEdge Advisors
Louisiana
$976K 15,312 -6,323 -29%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$864K 13,555 +508 +4%
AWS
22
Atria Wealth Solutions
New York
$704K 11,049 +4,859 +78%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$697K 10,940 -651 -6%
Bank of America
24
Bank of America
North Carolina
$677K 10,628 -3,148 -23%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$661K 10,377 +5,938 +134%
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