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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$70.55 +0.85 (+1.22%)
(As of 12/20/2024 04:33 PM ET)
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)
$167.14M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.81M
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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
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%
11/8/2024 Darwin 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%
10/23/2024 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%
10/17/2024Sax 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%
7/31/2024Commonwealth 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%
5/14/2024Sax 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%
4/29/2024Commonwealth 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%
4/13/2024 Hoxton 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%
2/7/2024 Darwin Wealth Management LLC5,416$287K0.1%-7.9%0.175%
1/26/2024 Cerity Partners LLC83,559$4.42M0.0%-2.8%2.695%
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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%
11/7/2023Sax Wealth Advisors LLC11,445$534K0.1%-2.9%0.369%
10/23/2023Commonwealth Equity Services LLC14,111$659K0.0%-9.9%0.455%
10/11/2023 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%
8/11/2023Sax 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%
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%
7/20/2023 Hoxton 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%
7/10/2023 AE Wealth Management LLC49,219$2.38M0.0%+50.8%1.588%
5/11/2023 Envestnet Asset Management Inc.873,374$39.00M0.0%+60.3%30.645%
5/2/2023 Inscription 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%
4/20/2023 LVZ Inc.55,728$2.49M0.4%N/A1.955%
4/14/2023 AE Wealth Management LLC32,633$1.46M0.0%+37.8%1.145%
4/14/2023 Bryant 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%
2/10/2023 Rehmann Capital Advisory Group23,655$1.01M0.1%-1.3%0.816%
2/10/2023 Advisor Group Holdings Inc.303,768$13.01M0.0%+55.8%10.475%
2/9/2023 Trilogy Capital Inc.7,526$322K0.0%N/A0.260%
2/9/2023Ahrens Investment Partners LLC38,032$1.63M0.7%+299.2%1.311%
2/8/2023 Prospera Financial Services Inc7,428$318K0.0%-33.0%0.256%
2/8/2023 Bryant 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%
2/7/2023 LPL Financial LLC17,012$728K0.0%-6.9%0.587%
2/7/2023IFP Advisors Inc1,157$39K0.0%+292.2%0.040%
2/7/2023 Envestnet Asset Management Inc.544,681$23.32M0.0%+28.3%18.782%
2/2/2023 ARGI Investment Services LLC91,609$3.92M0.1%+22.0%3.159%
2/1/2023 Wealth Enhancement Advisory Services LLC12,768$559K0.0%+47.6%0.440%
1/31/2023 Kestra Advisory Services LLC26,521$1.14M0.0%+34.3%0.915%
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1/31/2023 AE Wealth Management LLC23,674$1.01M0.0%N/A0.816%
1/17/2023 Darwin Wealth Management LLC5,874$256K0.1%-6.5%0.222%
1/11/2023 CFO4Life Group LLC47,747$2.05M0.4%N/A1.646%
11/10/2022 Envestnet 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%
11/4/2022 Bryant Woods Investment Advisors LLC20,823$856K0.8%+3.0%0.868%
11/2/2022 Rockefeller Capital Management L.P.3,582$146K0.0%+41.8%0.149%
11/1/2022 Kestra Advisory Services LLC19,749$812K0.0%+2.2%0.823%
10/28/2022 IFG Advisory LLC4,930$202K0.0%N/A0.210%
10/27/2022 Prospera Financial Services Inc11,090$456K0.0%-2.7%0.472%
(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 3,830,797 shares in the last 24 months. This purchase volume represents approximately $225.03M 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 207,473 shares in the last 24 months. This volume of shares sold represents approximately $10.70M in transactions.


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This page (NYSEARCA:FDMO) was last updated on 12/22/2024 by MarketBeat.com Staff
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