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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

50 hedge funds and large institutions have $217M invested in Fidelity Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$84.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.86M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.49M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.46M
3
RJA
3
Raymond James & Associates
Florida
$1.43M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$860K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$84.4M 1,276,097 +1,208,968 +1,801%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.5M 1,065,294 +26,810 +3%
GLR
3
Great Lakes Retirement
Ohio
$15.3M 231,528 -701 -0.3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.87M 88,806 +7,194 +9%
AWM
5
AE Wealth Management
Kansas
$5.25M 79,370 +7,741 +11%
Cerity Partners
6
Cerity Partners
New York
$4.65M 70,294 -3,994 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.6M 39,355 -5,157 -12%
Citadel Advisors
8
Citadel Advisors
Florida
$2.5M 37,848 +37,848 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.86M 28,129 +23,596 +521%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.73M 26,116 -1,592 -6%
KAS
11
Kestra Advisory Services
Texas
$1.61M 24,276 -8,634 -26%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.52M 22,972 +1,198 +6%
KPWS
13
Kestra Private Wealth Services
Texas
$1.49M 22,504 +22,504 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.46M 22,054 -31,681 -59%
RJA
15
Raymond James & Associates
Florida
$1.43M 21,637 -28,042 -56%
LPL Financial
16
LPL Financial
California
$1.27M 19,181 -3,984 -17%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.26M 19,071 +1,127 +6%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$1.16M 17,588 +804 +5%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.05M 15,811 +5,434 +52%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1M 15,171 +1,616 +12%
AWS
21
Atria Wealth Solutions
New York
$964K 14,568 +3,519 +32%
Morgan Stanley
22
Morgan Stanley
New York
$860K 13,000 -16,994 -57%
BWIA
23
Bryant Woods Investment Advisors
New York
$851K 12,872 -14,973 -54%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$772K 11,665 +725 +7%
NA
25
NewEdge Advisors
Louisiana
$768K 11,605 -3,707 -24%
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