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Fidelity Momentum Factor ETF
FDMO

Overview Fund Activity

74 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, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% 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
28
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$4.44M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.15M
3
ACM
Absolute Capital Management
Pennsylvania
$3.35M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.05M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
2
AWM
AE Wealth Management
Kansas
$1.42M
3
Citadel Advisors
Citadel Advisors
Florida
$1.89M
4
RCAG
Rehmann Capital Advisory Group
Michigan
$0
5
OMC
Old Mission Capital
Illinois
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M -$63.3M -835,000 -31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$90.3M +$1.88M +24,814 +2%
GLR
3
Great Lakes Retirement
Ohio
$17.4M +$136K +1,797 +0.8%
PS
4
Portfolio Strategies
New York
$11.4M +$349K +4,597 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10.7M +$655K +8,633 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$9.87M +$856K +11,278 +9%
KAS
7
Kestra Advisory Services
Texas
$5.4M +$370K +4,877 +7%
KPWS
8
Kestra Private Wealth Services
Texas
$4.75M +$54K +712 +1%
Cerity Partners
9
Cerity Partners
New York
$4.55M -$159K -2,094 -3%
NA
10
NewEdge Advisors
Louisiana
$4.44M +$3.5M +46,144 +374%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.05M +$1.48M +19,451 +57%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.78M -$24.9K -328 -0.7%
Goldman Sachs
13
Goldman Sachs
New York
$3.39M +$740K +9,761 +28%
ACM
14
Absolute Capital Management
Pennsylvania
$3.35M +$1.95M +25,700 +140%
Jane Street
15
Jane Street
New York
$2.54M -$179K -2,354 -7%
LPL Financial
16
LPL Financial
California
$2.47M +$427K +5,624 +21%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2.26M +$989K +13,035 +78%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$2.19M +$186K +2,451 +9%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.15M +$2.15M +28,300 New
PP
20
Prudential plc
United Kingdom
$2.08M +$947K +12,490 +84%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.02M -$196K -2,640 -9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.92M -$45.8K -604 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$1.89M -$1.31M -17,224 -41%
FIA
24
Foundations Investment Advisors
Arizona
$1.7M +$211K +2,786 +14%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$18.6K +244 +1%
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