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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$71.93 +0.78 (+1.10%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Momentum Factor ETF (NYSEARCA:FDMO)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$165.47M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.63M
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FDMO Institutional Buying and Selling by Quarter

Fidelity Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Sax Wealth Advisors LLC7,960$554K0.0%-12.4%0.245%
12/26/2024JPMorgan Chase & Co.11,665$772K0.0%+6.6%0.359%
11/18/2024Rehmann Capital Advisory Group17,588$1.16M0.1%+4.8%0.541%
11/18/2024Sunbelt Securities Inc.1,537$102K0.0%-73.0%0.047%
11/14/2024Rockefeller Capital Management L.P.22,972$1.52M0.0%+5.5%0.707%
11/13/2024FMR LLC1,276,097$84.40M0.0%+1,801.0%39.265%
11/12/2024Cerity Partners LLC70,294$4.65M0.0%-5.4%2.163%
11/8/2024Darwin Wealth Management LLC4,390$290K0.1%N/A0.135%
10/24/2024 Wealth Enhancement Advisory Services LLC26,116$1.73M0.0%-5.7%0.804%
10/23/2024Great Lakes Retirement Inc.231,528$15.31M2.0%-0.3%7.124%
10/22/2024 International Assets Investment Management LLC1,005,534$665.08M0.1%N/A30.940%
10/17/2024 Sax Wealth Advisors LLC9,090$601K0.1%-9.9%0.280%
8/22/2024Cetera Investment Advisers81,612$5.20M0.0%+4.4%2.511%
8/16/2024Sunbelt Securities Inc.5,690$363K0.0%+62.0%0.175%
8/16/2024NewEdge Advisors LLC15,312$976K0.0%-29.2%0.471%
8/13/2024AE Wealth Management LLC71,629$4.56M0.0%+15.2%2.204%
8/8/2024Envestnet Asset Management Inc.1,038,484$66.17M0.0%+15.7%31.953%
8/7/2024Prudential PLC8,135$518K0.0%+40.4%0.250%
8/6/2024Cullen Frost Bankers Inc.502$32K0.0%N/A0.015%
7/31/2024Commonwealth Equity Services LLC53,735$3.42M0.0%+25.0%1.653%
7/25/2024Bryant Woods Investment Advisors LLC27,845$1.77M1.4%+114.8%0.857%
7/22/2024Legacy Capital Group California Inc.4,628$295K0.1%N/A0.142%
7/19/2024Raymond James & Associates49,679$3.17M0.0%+120.6%1.529%
7/16/2024Envestnet Portfolio Solutions Inc.10,377$661K0.0%+133.8%0.319%
7/16/2024 Wealth Enhancement Advisory Services LLC27,708$1.77M0.0%+4.6%0.853%
5/24/2024Cetera Advisors LLC3,834$231K0.0%N/A0.118%
5/24/2024Cetera Investment Advisers78,153$4.72M0.0%+31.7%2.405%
5/15/2024Linscomb Wealth Inc.4,000$241K0.0%N/A0.123%
5/14/2024CreativeOne Wealth LLC4,067$245K0.0%N/A0.125%
5/14/2024 Sax Wealth Advisors LLC10,090$609K0.1%-10.3%0.310%
5/9/2024Great Lakes Retirement Inc.237,392$14.33M2.1%-2.4%7.304%
5/6/2024Envestnet Portfolio Solutions Inc.4,439$268K0.0%N/A0.137%
4/29/2024Commonwealth Equity Services LLC43,004$2.60M0.0%+30.9%1.323%
4/17/2024Trilogy Capital Inc.8,146$492K0.0%-74.9%0.263%
4/16/2024 Wealth Enhancement Advisory Services LLC26,487$1.60M0.0%-16.9%0.854%
4/15/2024Sunbelt Securities Inc.3,512$212K0.0%N/A0.113%
4/13/2024Hoxton Planning & Management LLC8,335$503K0.2%-6.0%0.269%
4/2/2024 Stonehearth Capital Management LLC3,602$217K0.1%N/A0.116%
2/14/2024Prudential PLC18,035$954K0.0%+187.2%0.582%
2/12/2024Fiduciary Trust Co4,214$223K0.0%N/A0.136%
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2/7/2024Darwin Wealth Management LLC5,416$287K0.1%-7.9%0.175%
1/26/2024Cerity Partners LLC83,559$4.42M0.0%-2.8%2.695%
1/24/2024 International Assets Investment Management LLC5,292$280K0.0%N/A0.171%
1/18/2024Great Lakes Retirement Inc.243,175$12.87M2.1%-1.1%7.844%
1/18/2024Bryant Woods Investment Advisors LLC25,745$1.36M0.9%-7.5%0.830%
1/12/2024Trilogy Capital Inc.32,406$1.72M0.1%N/A1.045%
11/13/2023FMR LLC60,757$2.84M0.0%-5.9%1.960%
11/13/2023Envestnet Asset Management Inc.838,308$39.13M0.0%-1.0%27.042%
11/13/2023Prudential PLC6,280$293K0.0%-63.0%0.203%
11/13/2023Kestra Advisory Services LLC24,975$1.17M0.0%+12.7%0.806%
11/7/2023 Sax Wealth Advisors LLC11,445$534K0.1%-2.9%0.369%
10/23/2023Commonwealth Equity Services LLC14,111$659K0.0%-9.9%0.455%
10/11/2023AE Wealth Management LLC60,831$2.84M0.0%+23.6%1.962%
8/14/2023Cerity Partners LLC96,757$4.68M0.0%N/A3.121%
8/11/2023Kestra Advisory Services LLC22,159$1.07M0.0%-11.5%0.715%
8/11/2023 Sax Wealth Advisors LLC11,785$570K0.1%N/A0.380%
8/10/2023Osaic Holdings Inc.261,084$12.63M0.0%-12.5%8.422%
8/10/2023Cetera Advisor Networks LLC9,883$478K0.0%+16.2%0.319%
8/10/2023Cetera Investment Advisers54,746$2.65M0.0%+9.4%1.766%
8/4/2023Envestnet Asset Management Inc.847,030$40.96M0.0%-3.0%27.324%
8/3/2023Great Lakes Retirement Inc.247,326$11.96M2.1%N/A7.978%
8/1/2023Fiduciary Trust Co.4,214$204K0.0%N/A0.136%
7/31/2023LPL Financial LLC15,046$728K0.0%-3.0%0.485%
7/31/2023BMS Financial Advisors LLC7,533$364K0.2%-80.9%0.243%
7/21/2023 Wealth Enhancement Advisory Services LLC24,471$1.18M0.0%+13.7%0.789%
7/20/2023Hoxton Planning & Management LLC8,866$429K0.3%N/A0.286%
7/18/2023LVZ Inc.53,185$2.57M0.4%-4.6%1.716%
7/18/2023Bryant Woods Investment Advisors LLC28,319$1.37M1.0%-4.8%0.914%
7/13/2023Cambridge Investment Research Advisors Inc.13,488$652K0.0%-6.0%0.435%
7/10/2023AE Wealth Management LLC49,219$2.38M0.0%+50.8%1.588%
5/11/2023Envestnet Asset Management Inc.873,374$39.00M0.0%+60.3%30.645%
5/2/2023Inscription Capital LLC6,610$295K0.1%-26.7%0.232%
4/28/2023 Ameritas Advisory Services LLC660$30K0.0%N/A0.023%
4/25/2023 Wealth Enhancement Advisory Services LLC21,531$961K0.0%+68.6%0.755%
4/24/2023Ahrens Investment Partners LLC30,076$1.34M0.7%-20.9%1.055%
4/20/2023LVZ Inc.55,728$2.49M0.4%N/A1.955%
4/14/2023AE Wealth Management LLC32,633$1.46M0.0%+37.8%1.145%
4/14/2023Bryant Woods Investment Advisors LLC29,737$1.33M1.0%+32.5%1.043%
4/10/2023BMS Financial Advisors LLC39,491$1.76M1.2%N/A1.386%
2/10/2023Rehmann Capital Advisory Group23,655$1.01M0.1%-1.3%0.816%
2/10/2023Advisor Group Holdings Inc.303,768$13.01M0.0%+55.8%10.475%
2/9/2023Trilogy Capital Inc.7,526$322K0.0%N/A0.260%
2/9/2023Ahrens Investment Partners LLC38,032$1.63M0.7%+299.2%1.311%
2/8/2023Prospera Financial Services Inc7,428$318K0.0%-33.0%0.256%
2/8/2023Bryant Woods Investment Advisors LLC22,450$961K0.8%+7.8%0.774%
2/7/2023Commonwealth Equity Services LLC89,450$3.83M0.0%+165.2%3.084%
2/7/2023LPL Financial LLC17,012$728K0.0%-6.9%0.587%
2/7/2023IFP Advisors Inc1,157$39K0.0%+292.2%0.040%
2/7/2023Envestnet Asset Management Inc.544,681$23.32M0.0%+28.3%18.782%
2/2/2023ARGI Investment Services LLC91,609$3.92M0.1%+22.0%3.159%
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2/1/2023 Wealth Enhancement Advisory Services LLC12,768$559K0.0%+47.6%0.440%
1/31/2023Kestra Advisory Services LLC26,521$1.14M0.0%+34.3%0.915%
1/31/2023AE Wealth Management LLC23,674$1.01M0.0%N/A0.816%
1/17/2023Darwin Wealth Management LLC5,874$256K0.1%-6.5%0.222%
1/11/2023CFO4Life Group LLC47,747$2.05M0.4%N/A1.646%
11/10/2022Envestnet Asset Management Inc.424,699$17.46M0.0%+10.2%17.696%
11/8/2022Ahrens Investment Partners LLC9,527$392K0.2%-61.5%0.397%
11/4/2022Bryant Woods Investment Advisors LLC20,823$856K0.8%+3.0%0.868%
11/2/2022Rockefeller Capital Management L.P.3,582$146K0.0%+41.8%0.149%
11/1/2022Kestra Advisory Services LLC19,749$812K0.0%+2.2%0.823%
(Data available from 1/1/2016 forward)

FDMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDMO shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Fidelity Momentum Factor ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($665.08M), FMR LLC ($84.40M), Envestnet Asset Management Inc. ($66.17M), Great Lakes Retirement Inc. ($15.31M), Advisor Group Holdings Inc. ($13.01M), Osaic Holdings Inc. ($12.63M), and Cetera Investment Advisers ($5.20M).Learn more on FDMO's institutional investors.

Which institutional investors have been buying Fidelity Momentum Factor ETF stock?

Of the 38 institutional investors that purchased Fidelity Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.21M), International Assets Investment Management LLC ($1.01M), Envestnet Asset Management Inc. ($589.66K), Great Lakes Retirement Inc. ($247.33K), Advisor Group Holdings Inc. ($108.74K), Cerity Partners LLC ($96.76K), and Commonwealth Equity Services LLC ($76.60K).

How much institutional buying is happening at Fidelity Momentum Factor ETF?

Institutional investors have bought a total of 3,783,775 shares in the last 24 months. This purchase volume represents approximately $223.03M in transactions.

Which Fidelity Momentum Factor ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold Fidelity Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($37.30K), Envestnet Asset Management Inc. ($35.07K), BMS Financial Advisors LLC ($31.96K), Trilogy Capital Inc. ($24.26K), Prudential PLC ($10.68K), Great Lakes Retirement Inc. ($9.20K), and Ahrens Investment Partners LLC ($7.96K).

How much institutional selling is happening at Fidelity Momentum Factor ETF?

Institutional investors have sold a total of 208,193 shares in the last 24 months. This volume of shares sold represents approximately $10.76M in transactions.


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This page (NYSEARCA:FDMO) was last updated on 1/21/2025 by MarketBeat.com Staff
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