MarketDesk Focused U.S. Momentum ETF
FMTM
12 hedge funds and large institutions have $14.2M invested in MarketDesk Focused U.S. Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
140% more funds holding
Funds holding: 5 → 12 (+7)
35% less capital invested
Capital invested by funds: $21.7M → $14.2M (-$7.53M)
41.83% less ownership
Funds ownership: 86.46% → 44.63% (-42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIG
Lokken Investment Group
Lewes,
Delaware
|
+$2.44M |
| 2 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$627K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$428K |
| 4 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$387K |
| 5 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
1
San Luis Wealth Advisors
San Luis Obispo,
California
| $4.93M | +$387K | +13,996 | +9% |
|
|
LIG
2
Lokken Investment Group
Lewes,
Delaware
| $2.64M | +$2.44M | +88,177 | New |
|
|
MA
3
Mutual Advisors
Omaha,
Nebraska
| $2.17M | +$93.4K | +3,374 | +5% |
|
|
AFO
4
Arrowroot Family Office
Marina Del Rey,
California
| $1.86M | +$218K | +7,867 | +14% |
|
|
ACM
5
Andina Capital Management
Lehi,
Utah
| $1.72M | +$627K | +22,635 | +65% |
|
|
MCC
6
Money Concepts Capital
Palm Beach Gardens,
Florida
| $462K | +$428K | +15,450 | New |
|
7
Citadel Advisors
Miami,
Florida
| $232K | +$215K | +7,750 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $166K | -$13.8M | -499,203 | -99% |
|
9
JP Morgan Chase
New York
| $3.68K | +$3.4K | +123 | New |
|
10
UBS Group
Zurich,
Switzerland
| $3.65K | +$3.38K | +122 | New |
|
|
RDFA
11
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $1.65K | +$1.52K | +55 | New |
|
|
CA
12
CoreCap Advisors
Southfield,
Michigan
| $239 | +$221 | +8 | New |
|
FMTM Hedge Fund Activity: Q3 2025 in Review
12 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused U.S. Momentum ETF (FMTM) for Q3 2025, worth a combined $14.2M — down 35% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FMTM positions and 0 closed out — a net gain of 7 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Lokken Investment Group, opening a new position worth an estimated $2.44M. The largest seller was Royal Bank of Canada, cutting an estimated $13.8M.
- 12 institutional investors held MarketDesk Focused U.S. Momentum ETF (FMTM) as of Q3 2025, up from 5 in Q2 2025.
- Funds reported $14.2M of MarketDesk Focused U.S. Momentum ETF stock for Q3 2025, down 35% quarter-over-quarter.
- 7 funds opened new MarketDesk Focused U.S. Momentum ETF positions in Q3 2025 and 0 closed out, a net change of +7 holders.
- The largest MarketDesk Focused U.S. Momentum ETF buyer in Q3 2025 was Lokken Investment Group, an estimated $2.44M added.
- The largest MarketDesk Focused U.S. Momentum ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2025.