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Fidelity Momentum Factor ETF

75 hedge funds and large institutions have $361M invested in Fidelity Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

9% more funds holding

Funds holding: 6975 (+6)

2% more capital invested

Capital invested by funds: $355M → $361M (+$6.2M)

1% more ownership

Funds ownership: 72.26%73.26% (+1%)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M -$57.5M -835,000 -31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$90.3M +$1.71M +24,814 +2%
GLR
3
Great Lakes Retirement
Ohio
$17.4M +$124K +1,797 +0.8%
PS
4
Portfolio Strategies
New York
$11.4M +$316K +4,597 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10.7M +$594K +8,633 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$9.87M +$776K +11,278 +9%
KAS
7
Kestra Advisory Services
Texas
$5.4M +$336K +4,877 +7%
KPWS
8
Kestra Private Wealth Services
Texas
$4.75M +$49K +712 +1%
Cerity Partners
9
Cerity Partners
New York
$4.55M -$144K -2,094 -3%
NA
10
NewEdge Advisors
Louisiana
$4.44M +$3.18M +46,144 +374%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.05M +$1.34M +19,451 +57%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.78M -$22.6K -328 -0.7%
Goldman Sachs
13
Goldman Sachs
New York
$3.39M +$672K +9,761 +28%
ACM
14
Absolute Capital Management
Pennsylvania
$3.35M +$1.77M +25,700 +140%
Jane Street
15
Jane Street
New York
$2.54M -$162K -2,354 -7%
LPL Financial
16
LPL Financial
California
$2.47M +$387K +5,624 +21%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.4M +$122K +1,778 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.26M +$897K +13,035 +78%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$2.19M +$169K +2,451 +9%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.15M +$1.95M +28,300 New
PP
21
Prudential plc
United Kingdom
$2.08M +$860K +12,490 +84%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.92M -$41.6K -604 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$1.89M -$1.19M -17,224 -41%
FIA
24
Foundations Investment Advisors
Arizona
$1.7M +$192K +2,786 +14%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$16.8K +244 +1%

FDMO Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q2 2025, worth a combined $361M — up 1.7% from $355M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDMO positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $3.18M. The largest seller was Fidelity Investments, cutting an estimated $57.5M.

  • 75 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q2 2025, up from 69 in Q1 2025.
  • Funds reported $361M of Fidelity Momentum Factor ETF stock for Q2 2025, up 1.7% quarter-over-quarter.
  • 16 funds opened new Fidelity Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $3.18M added.
  • The largest Fidelity Momentum Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2025.