Free Trial

Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$70.95 +0.13 (+0.18%)
As of 05/22/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$236.99M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.39M
Get FDMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Momentum Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FDMO Institutional Buying and Selling by Quarter

Fidelity Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC35,798$2.33M0.0%N/A0.559%
5/16/2025 Ascent Group LLC4,727$308K0.0%N/A0.073%
5/16/2025 Goldman Sachs Group Inc.34,935$2.27M0.0%+827.9%0.542%
5/16/2025 Kestra Investment Management LLC3,415$222K0.0%+53.4%0.053%
5/16/2025 NewEdge Advisors LLC12,341$803K0.0%+7.8%0.191%
5/16/2025 Integrated Wealth Concepts LLC6,919$450K0.0%N/A0.107%
5/15/2025 OLD Mission Capital LLC31,610$2.06M0.0%N/A0.490%
5/14/2025 Northwestern Mutual Wealth Management Co.1,947$127K0.0%+172.7%0.030%
5/14/2025 Sax Wealth Advisors LLC7,676$499K0.0%-3.6%0.119%
5/14/2025 Kestra Advisory Services LLC66,274$4.31M0.0%+36.1%1.028%
5/13/2025 Raymond James Financial Inc.118,881$7.73M0.0%+14.6%1.843%
5/13/2025 Prudential PLC14,865$967K0.0%-39.6%0.230%
5/12/2025 Koss Olinger Consulting LLC12,000$781K0.1%N/A0.186%
5/9/2025 Atria Wealth Solutions Inc.21,707$1.41M0.0%+22.3%0.337%
5/8/2025 Hoxton Planning & Management LLC7,878$513K0.2%N/A0.122%
5/7/2025 Foundations Investment Advisors LLC19,624$1.28M0.0%+288.8%0.304%
5/7/2025 LPL Financial LLC26,987$1.76M0.0%+23.5%0.418%
5/6/2025 Assetmark Inc.3,475$226K0.0%N/A0.054%
5/6/2025 Cetera Investment Advisers132,685$8.63M0.0%+38.3%2.057%
5/6/2025 AE Wealth Management LLC87,771$5.71M0.0%+4.2%1.361%
5/5/2025 Kestra Private Wealth Services LLC61,857$4.02M0.1%+19.6%0.959%
5/2/2025 Cullen Frost Bankers Inc.7,364$479K0.0%+168.4%0.114%
4/30/2025 Cerity Partners LLC62,091$4.04M0.0%-6.8%0.963%
4/30/2025 Axxcess Wealth Management LLC3,919$255K0.0%N/A0.061%
4/29/2025 Envestnet Asset Management Inc.1,165,063$75.80M0.0%+10.5%18.063%
4/25/2025 Colonial River Investments LLC3,977$259K0.1%N/A0.057%
4/24/2025 Sunbelt Securities Inc.2,116$138K0.0%-80.9%0.030%
4/22/2025 Cambridge Investment Research Advisors Inc.50,200$3.27M0.0%+5.0%0.722%
4/21/2025 Envestnet Portfolio Solutions Inc.26,425$1.72M0.0%+18.0%0.380%
4/17/2025 Inscription Capital LLC6,610$399K0.1%N/A0.095%
4/17/2025 Great Lakes Retirement Inc.226,950$14.77M1.9%-0.3%3.265%
4/16/2025 Wealth Enhancement Advisory Services LLC21,741$1.41M0.0%-14.0%0.313%
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%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
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%
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%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
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%
4/13/2024 Hoxton Planning & Management LLC8,335$503K0.2%-6.0%0.269%
(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, 63 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. ($75.80M), Great Lakes Retirement Inc. ($14.77M), Osaic Holdings Inc. ($12.63M), Cetera Investment Advisers ($8.63M), and Raymond James Financial Inc. ($7.73M).Learn more on FDMO's institutional investors.

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

Of the 60 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. ($251.34K), Great Lakes Retirement Inc. ($247.33K), Raymond James Financial Inc. ($222.65K), Cerity Partners LLC ($96.76K), and Cetera Investment Advisers ($70.87K).

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

Institutional investors have bought a total of 4,054,414 shares in the last 24 months. This purchase volume represents approximately $261.38M in transactions.

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

Of the 21 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), Prudential PLC ($20.44K), Cerity Partners LLC ($14.56K), and Great Lakes Retirement Inc. ($13.78K).

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

Institutional investors have sold a total of 239,726 shares in the last 24 months. This volume of shares sold represents approximately $13.23M in transactions.



This page (NYSEARCA:FDMO) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners