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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

69 hedge funds and large institutions have $355M invested in Fidelity Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.6M
2
PS
Portfolio Strategies
New York
+$9.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.75M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.39M

Top Sellers

1
SW
SteelPeak Wealth
California
-$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.4M
3
PP
Prudential plc
United Kingdom
-$635K
4
Two Sigma Investments
Two Sigma Investments
New York
-$613K
5
SS
Sunbelt Securities
Texas
-$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$177M +$73.6M +1,131,043 +71%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.8M +$7.18M +110,353 +10%
GLR
3
Great Lakes Retirement
Ohio
$14.8M -$37.1K -570 -0.3%
PS
4
Portfolio Strategies
New York
$9.47M +$9.47M +145,537 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.63M +$2.39M +36,748 +38%
Raymond James Financial
6
Raymond James Financial
Florida
$7.73M +$983K +15,114 +15%
AWM
7
AE Wealth Management
Kansas
$5.71M +$231K +3,549 +4%
KAS
8
Kestra Advisory Services
Texas
$4.31M +$1.14M +17,592 +36%
Cerity Partners
9
Cerity Partners
New York
$4.04M -$297K -4,560 -7%
KPWS
10
Kestra Private Wealth Services
Texas
$4.02M +$660K +10,143 +20%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.27M +$156K +2,395 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$2.75M +$2.75M +42,196 New
Jane Street
13
Jane Street
New York
$2.33M +$2.33M +35,798 New
Goldman Sachs
14
Goldman Sachs
New York
$2.27M +$2.03M +31,170 +828%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.21M -$483K -7,427 -18%
OMC
16
Old Mission Capital
Illinois
$2.06M +$2.06M +31,610 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.95M +$1.05M +16,069 +116%
LPL Financial
18
LPL Financial
California
$1.76M +$334K +5,133 +23%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.72M +$262K +4,027 +18%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.68M +$203K +3,123 +14%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.41M -$231K -3,545 -14%
AWS
22
Atria Wealth Solutions
New York
$1.41M +$258K +3,958 +22%
Morgan Stanley
23
Morgan Stanley
New York
$1.34M -$27.5K -422 -2%
FIA
24
Foundations Investment Advisors
Arizona
$1.28M +$948K +14,577 +289%
ACM
25
Absolute Capital Management
Pennsylvania
$1.2M – – –
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