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Fidelity Momentum Factor ETF

58 hedge funds and large institutions have $266M invested in Fidelity Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
20
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M 1,594,716 +318,619 +25%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.4M 1,054,710 -10,584 -1%
GLR
3
Great Lakes Retirement
Ohio
$15.8M 227,520 -4,008 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$7.22M 103,767 +103,767 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.68M 95,937 +7,131 +8%
AWM
6
AE Wealth Management
Kansas
$5.86M 84,222 +4,852 +6%
Cerity Partners
7
Cerity Partners
New York
$4.64M 66,651 -3,643 -5%
KPWS
8
Kestra Private Wealth Services
Texas
$3.6M 51,714 +29,210 +130%
KAS
9
Kestra Advisory Services
Texas
$3.39M 48,682 +24,406 +101%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.33M 47,805 +32,634 +215%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.88M 41,332 +19,278 +87%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.46M 35,286 +7,157 +25%
SW
13
SteelPeak Wealth
California
$2.46M 35,270 +35,270 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.76M 25,286 -830 -3%
PP
15
Prudential plc
United Kingdom
$1.71M 24,625 +14,840 +152%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.58M 22,738 -234 -1%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.56M 22,398 +6,587 +42%
LPL Financial
18
LPL Financial
California
$1.52M 21,854 +2,673 +14%
Morgan Stanley
19
Morgan Stanley
New York
$1.46M 21,024 +8,024 +62%
ACM
20
Absolute Capital Management
Pennsylvania
$1.28M 18,400 +18,400 New
AWS
21
Atria Wealth Solutions
New York
$1.24M 17,749 +3,181 +22%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$1.22M 17,588
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.01M 14,509 +2,844 +24%
Osaic Holdings
24
Osaic Holdings
Arizona
$963K 13,830 -5,241 -27%
BWIA
25
Bryant Woods Investment Advisors
New York
$891K 12,793 -79 -0.6%