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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$66.09 -0.54 (-0.81%)
As of 03/27/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Momentum Factor ETF (NYSEARCA:FDMO)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$214.09M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.83M
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FDMO Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC25,286$1.76M0.0%-3.2%0.344%
2/18/2025 Sunbelt Securities Inc.11,089$778K0.1%+621.5%0.341%
2/17/2025 Two Sigma Investments LP8,800$613K0.0%N/A0.271%
2/17/2025 Cetera Investment Advisers95,937$6.68M0.0%+8.0%2.952%
2/17/2025 Bank of America Corp DE10,984$765K0.0%+31.4%0.338%
2/14/2025 Susquehanna International Group LLP35,286$2.46M0.0%+25.4%1.086%
2/13/2025 NewEdge Advisors LLC11,443$797K0.0%-1.4%0.352%
2/13/2025 Rockefeller Capital Management L.P.22,738$1.58M0.0%-1.0%0.700%
2/13/2025 Raymond James Financial Inc.103,767$7.22M0.0%N/A3.193%
2/13/2025 Cerity Partners LLC66,651$4.64M0.0%-5.2%2.051%
2/13/2025 FMR LLC1,594,716$111.01M0.0%+25.0%49.068%
2/13/2025 Envestnet Asset Management Inc.1,054,710$73.42M0.0%-1.0%32.453%
2/13/2025 Prudential PLC24,625$1.71M0.0%+151.7%0.758%
2/12/2025 CIBC Private Wealth Group LLC460$33K0.0%N/A0.014%
2/12/2025 AssuredPartners Investment Advisors LLC5,306$369K0.1%N/A0.163%
2/12/2025 JPMorgan Chase & Co.14,509$1.01M0.0%+24.4%0.446%
2/11/2025 LPL Financial LLC21,854$1.52M0.0%+13.9%0.672%
2/11/2025 Absolute Capital Management LLC18,400$1.28M0.7%N/A0.566%
2/10/2025 Envestnet Portfolio Solutions Inc.22,398$1.56M0.0%+41.7%0.689%
2/10/2025 Commonwealth Equity Services LLC41,332$2.88M0.0%+87.4%1.272%
2/6/2025 Raymond James Financial Inc.103,767$7.22M0.0%N/A3.193%
2/6/2025 Cullen Frost Bankers Inc.2,744$191K0.0%+130.2%0.084%
2/6/2025 Keystone Wealth Services LLC3,253$226K0.1%N/A0.100%
2/4/2025 IFP Advisors Inc730$51K0.0%N/A0.022%
2/3/2025 Capital Investment Counsel Inc2,360$164K0.0%N/A0.073%
1/31/2025 Kestra Investment Management LLC2,226$155K0.0%N/A0.068%
1/31/2025 Atria Wealth Solutions Inc.17,749$1.24M0.0%+21.8%0.546%
1/29/2025 Great Lakes Retirement Inc.227,520$15.84M2.0%-1.7%7.001%
1/28/2025 Kestra Private Wealth Services LLC51,714$3.60M0.1%+129.8%1.591%
1/23/2025 SteelPeak Wealth LLC35,270$2.46M0.1%N/A1.085%
1/22/2025 Foundations Investment Advisors LLC5,047$351K0.0%N/A0.155%
1/15/2025 Sax Wealth Advisors LLC7,960$554K0.0%-12.4%0.245%
12/26/2024 JPMorgan Chase & Co.11,665$772K0.0%+6.6%0.359%
11/18/2024 Rehmann Capital Advisory Group17,588$1.16M0.1%+4.8%0.541%
11/18/2024 Sunbelt Securities Inc.1,537$102K0.0%-73.0%0.047%
11/14/2024 Rockefeller Capital Management L.P.22,972$1.52M0.0%+5.5%0.707%
11/13/2024 FMR LLC1,276,097$84.40M0.0%+1,801.0%39.265%
11/12/2024 Cerity 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%
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10/23/2024 Great 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%
8/22/2024 Cetera Investment Advisers81,612$5.20M0.0%+4.4%2.511%
8/16/2024 Sunbelt Securities Inc.5,690$363K0.0%+62.0%0.175%
8/16/2024 NewEdge Advisors LLC15,312$976K0.0%-29.2%0.471%
8/13/2024 AE Wealth Management LLC71,629$4.56M0.0%+15.2%2.204%
8/8/2024 Envestnet Asset Management Inc.1,038,484$66.17M0.0%+15.7%31.953%
8/7/2024 Prudential PLC8,135$518K0.0%+40.4%0.250%
8/6/2024 Cullen Frost Bankers Inc.502$32K0.0%N/A0.015%
7/31/2024 Commonwealth Equity Services LLC53,735$3.42M0.0%+25.0%1.653%
7/25/2024 Bryant Woods Investment Advisors LLC27,845$1.77M1.4%+114.8%0.857%
7/22/2024 Legacy Capital Group California Inc.4,628$295K0.1%N/A0.142%
7/19/2024Raymond James & Associates49,679$3.17M0.0%+120.6%1.529%
7/16/2024 Envestnet 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%
5/24/2024 Cetera Investment Advisers78,153$4.72M0.0%+31.7%2.405%
5/15/2024 Linscomb Wealth Inc.4,000$241K0.0%N/A0.123%
5/14/2024 CreativeOne Wealth LLC4,067$245K0.0%N/A0.125%
5/14/2024 Sax Wealth Advisors LLC10,090$609K0.1%-10.3%0.310%
5/9/2024 Great Lakes Retirement Inc.237,392$14.33M2.1%-2.4%7.304%
5/6/2024 Envestnet Portfolio Solutions Inc.4,439$268K0.0%N/A0.137%
4/29/2024 Commonwealth Equity Services LLC43,004$2.60M0.0%+30.9%1.323%
4/17/2024 Trilogy 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%
4/15/2024 Sunbelt 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%
2/14/2024 Prudential PLC18,035$954K0.0%+187.2%0.582%
2/12/2024 Fiduciary Trust Co4,214$223K0.0%N/A0.136%
2/7/2024Darwin Wealth Management LLC5,416$287K0.1%-7.9%0.175%
1/26/2024 Cerity Partners LLC83,559$4.42M0.0%-2.8%2.695%
1/24/2024 International Assets Investment Management LLC5,292$280K0.0%N/A0.171%
1/18/2024 Great Lakes Retirement Inc.243,175$12.87M2.1%-1.1%7.844%
1/18/2024 Bryant Woods Investment Advisors LLC25,745$1.36M0.9%-7.5%0.830%
1/12/2024 Trilogy Capital Inc.32,406$1.72M0.1%N/A1.045%
11/13/2023 FMR LLC60,757$2.84M0.0%-5.9%1.960%
11/13/2023 Envestnet Asset Management Inc.838,308$39.13M0.0%-1.0%27.042%
11/13/2023 Prudential PLC6,280$293K0.0%-63.0%0.203%
11/13/2023 Kestra 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%
10/23/2023 Commonwealth Equity Services LLC14,111$659K0.0%-9.9%0.455%
10/11/2023 AE Wealth Management LLC60,831$2.84M0.0%+23.6%1.962%
8/14/2023 Cerity Partners LLC96,757$4.68M0.0%N/A3.121%
8/11/2023 Kestra Advisory Services LLC22,159$1.07M0.0%-11.5%0.715%
8/11/2023 Sax Wealth Advisors LLC11,785$570K0.1%N/A0.380%
8/10/2023 Osaic Holdings Inc.261,084$12.63M0.0%-12.5%8.422%
8/10/2023Cetera Advisor Networks LLC9,883$478K0.0%+16.2%0.319%
8/10/2023 Cetera Investment Advisers54,746$2.65M0.0%+9.4%1.766%
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8/4/2023 Envestnet Asset Management Inc.847,030$40.96M0.0%-3.0%27.324%
8/3/2023 Great Lakes Retirement Inc.247,326$11.96M2.1%N/A7.978%
8/1/2023 Fiduciary Trust Co.4,214$204K0.0%N/A0.136%
7/31/2023 LPL 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%
7/18/2023 LVZ Inc.53,185$2.57M0.4%-4.6%1.716%
7/18/2023 Bryant Woods Investment Advisors LLC28,319$1.37M1.0%-4.8%0.914%
7/13/2023 Cambridge Investment Research Advisors Inc.13,488$652K0.0%-6.0%0.435%
(Data available from 1/1/2016 forward)

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FDMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDMO shares?

During the previous two years, 55 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 ($111.01M), Envestnet Asset Management Inc. ($73.42M), Great Lakes Retirement Inc. ($15.84M), Osaic Holdings Inc. ($12.63M), Raymond James Financial Inc. ($7.22M), and Cetera Investment Advisers ($6.68M).Learn more on FDMO's institutional investors.

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

Of the 50 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 ($1.53M), International Assets Investment Management LLC ($1.01M), Envestnet Asset Management Inc. ($469.68K), Great Lakes Retirement Inc. ($247.33K), Raymond James Financial Inc. ($207.53K), Cerity Partners LLC ($96.76K), and LVZ Inc. ($55.73K).

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

Institutional investors have bought a total of 4,124,383 shares in the last 24 months. This purchase volume represents approximately $256.76M in transactions.

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

Of the 23 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: Envestnet Asset Management Inc. ($45.65K), Osaic Holdings Inc. ($37.30K), BMS Financial Advisors LLC ($31.96K), Trilogy Capital Inc. ($24.26K), Great Lakes Retirement Inc. ($13.21K), Prudential PLC ($10.68K), and Cerity Partners LLC ($10.00K).

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

Institutional investors have sold a total of 222,401 shares in the last 24 months. This volume of shares sold represents approximately $11.89M in transactions.


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This page (NYSEARCA:FDMO) was last updated on 3/28/2025 by MarketBeat.com Staff
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