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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$62.10 -1.39 (-2.19%)
As of 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)
37
Total
Institutional Inflows
(last 12 months)
$213.66M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.03M
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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
4/16/2025Wealth Enhancement Advisory Services LLC21,741$1.41M0.0%-14.0%0.313%
3/17/2025Wealth Enhancement Advisory Services LLC25,286$1.76M0.0%-3.2%0.344%
2/18/2025Sunbelt Securities Inc.11,089$778K0.1%+621.5%0.341%
2/17/2025Two Sigma Investments LP8,800$613K0.0%N/A0.271%
2/17/2025Cetera Investment Advisers95,937$6.68M0.0%+8.0%2.952%
2/17/2025Bank of America Corp DE10,984$765K0.0%+31.4%0.338%
2/14/2025Susquehanna International Group LLP35,286$2.46M0.0%+25.4%1.086%
2/13/2025NewEdge Advisors LLC11,443$797K0.0%-1.4%0.352%
2/13/2025Rockefeller Capital Management L.P.22,738$1.58M0.0%-1.0%0.700%
2/13/2025Raymond James Financial Inc.103,767$7.22M0.0%N/A3.193%
2/13/2025Cerity Partners LLC66,651$4.64M0.0%-5.2%2.051%
2/13/2025FMR LLC1,594,716$111.01M0.0%+25.0%49.068%
2/13/2025Envestnet Asset Management Inc.1,054,710$73.42M0.0%-1.0%32.453%
2/13/2025Prudential PLC24,625$1.71M0.0%+151.7%0.758%
2/12/2025CIBC Private Wealth Group LLC460$33K0.0%N/A0.014%
2/12/2025AssuredPartners Investment Advisors LLC5,306$369K0.1%N/A0.163%
2/12/2025JPMorgan Chase & Co.14,509$1.01M0.0%+24.4%0.446%
2/11/2025LPL Financial LLC21,854$1.52M0.0%+13.9%0.672%
2/11/2025Absolute Capital Management LLC18,400$1.28M0.7%N/A0.566%
2/10/2025Envestnet Portfolio Solutions Inc.22,398$1.56M0.0%+41.7%0.689%
2/10/2025Commonwealth Equity Services LLC41,332$2.88M0.0%+87.4%1.272%
2/6/2025Raymond James Financial Inc.103,767$7.22M0.0%N/A3.193%
2/6/2025Cullen Frost Bankers Inc.2,744$191K0.0%+130.2%0.084%
2/6/2025Keystone Wealth Services LLC3,253$226K0.1%N/A0.100%
2/4/2025IFP Advisors Inc730$51K0.0%N/A0.022%
2/3/2025Capital Investment Counsel Inc2,360$164K0.0%N/A0.073%
1/31/2025Kestra Investment Management LLC2,226$155K0.0%N/A0.068%
1/31/2025Atria Wealth Solutions Inc.17,749$1.24M0.0%+21.8%0.546%
1/29/2025Great Lakes Retirement Inc.227,520$15.84M2.0%-1.7%7.001%
1/28/2025Kestra Private Wealth Services LLC51,714$3.60M0.1%+129.8%1.591%
1/23/2025SteelPeak Wealth LLC35,270$2.46M0.1%N/A1.085%
1/22/2025Foundations Investment Advisors LLC5,047$351K0.0%N/A0.155%
1/15/2025Sax 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%
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10/24/2024Wealth 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%
10/22/2024International 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%
8/22/2024Cetera 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%
7/16/2024Wealth 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%
5/14/2024Sax 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%
4/16/2024Wealth 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%
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%
1/24/2024International 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%
11/7/2023Sax Wealth Advisors LLC11,445$534K0.1%-2.9%0.369%
10/23/2023Commonwealth Equity Services LLC14,111$659K0.0%-9.9%0.455%
10/11/2023AE 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%
8/11/2023Sax 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%
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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%
7/21/2023Wealth 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%
(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 49 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 4,068,646 shares in the last 24 months. This purchase volume represents approximately $254.27M 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), Wealth Enhancement Advisory Services LLC ($11.36K), and Prudential PLC ($10.68K).

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

Institutional investors have sold a total of 225,946 shares in the last 24 months. This volume of shares sold represents approximately $12.12M in transactions.


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This page (NYSEARCA:FDMO) was last updated on 4/16/2025 by MarketBeat.com Staff
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