We are live on ! Find out more
FDMO icon

Fidelity Momentum Factor ETF

81 hedge funds and large institutions have $387M invested in Fidelity Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7581 (+6)

7% more capital invested

Capital invested by funds: $361M → $387M (+$26.3M)

2.66% less ownership

Funds ownership: 73.26%70.6% (-2.7%)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
25
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$150M -$6.62M -83,844 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$105M +$5.43M +68,770 +6%
GLR
3
Great Lakes Retirement
Ohio
$18.9M -$93.6K -1,185 -0.5%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.6M +$2.73M +34,516 +24%
PS
5
Portfolio Strategies
New York
$12.3M -$162K -2,057 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$11M +$167K +2,109 +2%
KAS
7
Kestra Advisory Services
Texas
$6.21M +$275K +3,482 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.63M +$1.13M +14,358 +27%
KPWS
9
Kestra Private Wealth Services
Texas
$5.32M +$107K +1,355 +2%
Cerity Partners
10
Cerity Partners
New York
$4.79M -$188K -2,383 -4%
LPL Financial
11
LPL Financial
California
$4.74M +$1.93M +24,397 +75%
NA
12
NewEdge Advisors
Louisiana
$4.57M -$280K -3,551 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.23M +$79K +1,001 +2%
Morgan Stanley
14
Morgan Stanley
New York
$3.66M +$2.1M +26,622 +153%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.6M +$938K +11,881 +38%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.77M +$277K +3,509 +12%
Bank of America
17
Bank of America
North Carolina
$2.27M +$709K +8,982 +49%
SB
18
Strategic Blueprint
Georgia
$1.99M +$469K +5,939 +33%
ECA
19
Elevation Capital Advisory
Oregon
$1.93M +$1.83M +23,227 New
FIA
20
Foundations Investment Advisors
Arizona
$1.85M -$8.53K -108 -0.5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.78M -$306K -3,875 -15%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.62M -$189K -2,390 -11%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$1.45M +$1.38M +17,438 New
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$1.37M -$977K -12,370 -43%
Goldman Sachs
25
Goldman Sachs
New York
$1.04M -$2.54M -32,170 -72%

FDMO Hedge Fund Activity: Q3 2025 in Review

81 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q3 2025, worth a combined $387M — up 7.3% from $361M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FDMO positions and 12 closed out — a net gain of 7 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.43M. The largest seller was Fidelity Investments, cutting an estimated $6.62M.

  • 81 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $387M of Fidelity Momentum Factor ETF stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 19 funds opened new Fidelity Momentum Factor ETF positions in Q3 2025 and 12 closed out, a net change of +7 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $5.43M added.
  • The largest Fidelity Momentum Factor ETF seller in Q3 2025 was Fidelity Investments, an estimated $6.62M sold.

Based on aggregated 13F filings for Q3 2025.