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Fidelity Momentum Factor ETF
FDMO

90 hedge funds and large institutions have $438M invested in Fidelity Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $387M → $438M (+$50.6M)

11% more funds holding

Funds holding: 81 → 90 (+9)

1.86% more ownership

Funds ownership: 70.6% → 72.46% (+1.9%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
39
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.92M
3
LPL Financial
LPL Financial
California
+$4.16M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.83M
5
ECA
Elevation Capital Advisory
Oregon
+$2.43M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$2.31M
2
Morgan Stanley
Morgan Stanley
New York
-$1.77M
3
KAS
Kestra Advisory Services
Texas
-$1.34M
4
Goldman Sachs
Goldman Sachs
New York
-$732K
5
KOC
Koss-Olinger Consulting
Florida
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$177M +$25.2M +302,055 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M +$4.92M +58,954 +5%
GLR
3
Great Lakes Retirement
Ohio
$19.2M +$137K +1,645 +0.7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.4M +$1.61M +19,229 +11%
PS
5
Portfolio Strategies
New York
$12.9M +$494K +5,915 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$11.9M +$809K +9,686 +7%
LPL Financial
7
LPL Financial
California
$8.97M +$4.16M +49,790 +87%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.12M +$3.83M +45,864 +90%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7M +$1.31M +15,638 +23%
KPWS
10
Kestra Private Wealth Services
Texas
$5.88M +$515K +6,161 +10%
KAS
11
Kestra Advisory Services
Texas
$4.91M -$1.34M -16,095 -22%
Cerity Partners
12
Cerity Partners
New York
$4.77M -$63.9K -765 -1%
ECA
13
Elevation Capital Advisory
Oregon
$4.4M +$2.43M +29,127 +125%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.25M -$409K -4,900 -11%
SB
15
Strategic Blueprint
Georgia
$2.75M +$743K +8,898 +37%
Bank of America
16
Bank of America
North Carolina
$2.33M +$34.3K +411 +2%
NA
17
NewEdge Advisors
Louisiana
$2.29M -$2.31M -27,613 -50%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.28M -$519K -6,218 -19%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.05M +$253K +3,025 +14%
FIA
20
Foundations Investment Advisors
Arizona
$1.98M +$106K +1,273 +6%
Morgan Stanley
21
Morgan Stanley
New York
$1.92M -$1.77M -21,136 -48%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$1.76M +$368K +4,407 +27%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.68M -$21K -252 -1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.47M +$1.46M +17,538 New
RCAG
25
Rehmann Capital Advisory Group
Michigan
$1.44M -$23.8K -285 -2%
1
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FDMO Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Momentum Factor ETF (FDMO) for Q4 2025, worth a combined $438M — up 13% from $387M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FDMO positions and 14 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.2M. The largest seller was NewEdge Advisors, cutting an estimated $2.31M.

  • 90 institutional investors held Fidelity Momentum Factor ETF (FDMO) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $438M of Fidelity Momentum Factor ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 23 funds opened new Fidelity Momentum Factor ETF positions in Q4 2025 and 14 closed out, a net change of +9 holders.
  • The largest Fidelity Momentum Factor ETF buyer in Q4 2025 was Fidelity Investments, an estimated $25.2M added.
  • The largest Fidelity Momentum Factor ETF seller in Q4 2025 was NewEdge Advisors, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2025.