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Fidelity Momentum Factor ETF

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

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

33% more capital invested

Capital invested by funds: $267M → $355M (+$88.2M)

17% more funds holding

Funds holding: 5969 (+10)

1.29% more ownership

Funds ownership: 70.96%72.26% (+1.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.93%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$177M +$79M +1,131,043 +71%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.8M +$7.71M +110,353 +10%
GLR
3
Great Lakes Retirement
Ohio
$14.8M -$39.8K -570 -0.3%
PS
4
Portfolio Strategies
New York
$9.47M +$10.2M +145,537 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.63M +$2.57M +36,748 +38%
Raymond James Financial
6
Raymond James Financial
Florida
$7.73M +$1.06M +15,114 +15%
AWM
7
AE Wealth Management
Kansas
$5.71M +$248K +3,549 +4%
KAS
8
Kestra Advisory Services
Texas
$4.31M +$1.23M +17,592 +36%
Cerity Partners
9
Cerity Partners
New York
$4.04M -$318K -4,560 -7%
KPWS
10
Kestra Private Wealth Services
Texas
$4.02M +$708K +10,143 +20%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.27M +$167K +2,395 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$2.75M +$2.95M +42,196 New
Jane Street
13
Jane Street
New York
$2.33M +$2.5M +35,798 New
Goldman Sachs
14
Goldman Sachs
New York
$2.27M +$2.18M +31,170 +828%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.21M -$519K -7,427 -18%
OMC
16
Old Mission Capital
Illinois
$2.06M +$2.21M +31,610 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.95M +$1.12M +16,069 +116%
LPL Financial
18
LPL Financial
California
$1.76M +$358K +5,133 +23%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.72M +$281K +4,027 +18%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.68M +$218K +3,123 +14%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.41M -$248K -3,545 -14%
AWS
22
Atria Wealth Solutions
New York
$1.41M +$276K +3,958 +22%
Morgan Stanley
23
Morgan Stanley
New York
$1.34M -$29.5K -422 -2%
FIA
24
Foundations Investment Advisors
Arizona
$1.28M +$1.02M +14,577 +289%
ACM
25
Absolute Capital Management
Pennsylvania
$1.2M

FDMO Hedge Fund Activity: Q1 2025 in Review

69 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q1 2025, worth a combined $355M — up 33% from $267M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDMO positions and 5 closed out — a net gain of 11 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $79M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $2.46M sold.

  • 69 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $355M of Fidelity Momentum Factor ETF stock for Q1 2025, up 33% quarter-over-quarter.
  • 16 funds opened new Fidelity Momentum Factor ETF positions in Q1 2025 and 5 closed out, a net change of +11 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $79M added.
  • The largest Fidelity Momentum Factor ETF seller in Q1 2025 was SteelPeak Wealth, an estimated $2.46M sold.

Based on aggregated 13F filings for Q1 2025.