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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$75.50 -0.33 (-0.44%)
Closing price 07/8/2025 04:10 PM Eastern
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$75.49 -0.01 (-0.01%)
As of 07/8/2025 05:27 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)
51
Total
Institutional Inflows
(last 12 months)
$236.52M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.42M
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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
7/7/2025 Nova Wealth Management Inc.9,568$726K0.5%-3.1%0.148%
7/1/2025 Stonehearth Capital Management LLC6,980$530K0.2%+93.8%0.108%
5/29/2025 Nova Wealth Management Inc.9,873$642K0.6%N/A0.154%
5/19/2025Jane Street Group LLC35,798$2.33M0.0%N/A0.559%
5/16/2025Ascent Group LLC4,727$308K0.0%N/A0.073%
5/16/2025Goldman Sachs Group Inc.34,935$2.27M0.0%+827.9%0.542%
5/16/2025Kestra Investment Management LLC3,415$222K0.0%+53.4%0.053%
5/16/2025NewEdge Advisors LLC12,341$803K0.0%+7.8%0.191%
5/16/2025Integrated Wealth Concepts LLC6,919$450K0.0%N/A0.107%
5/15/2025OLD Mission Capital LLC31,610$2.06M0.0%N/A0.490%
5/14/2025Northwestern Mutual Wealth Management Co.1,947$127K0.0%+172.7%0.030%
5/14/2025Sax Wealth Advisors LLC7,676$499K0.0%-3.6%0.119%
5/14/2025Kestra Advisory Services LLC66,274$4.31M0.0%+36.1%1.028%
5/13/2025Raymond James Financial Inc.118,881$7.73M0.0%+14.6%1.843%
5/13/2025Prudential PLC14,865$967K0.0%-39.6%0.230%
5/12/2025Koss Olinger Consulting LLC12,000$781K0.1%N/A0.186%
5/9/2025Atria Wealth Solutions Inc.21,707$1.41M0.0%+22.3%0.337%
5/8/2025Hoxton Planning & Management LLC7,878$513K0.2%N/A0.122%
5/7/2025Foundations Investment Advisors LLC19,624$1.28M0.0%+288.8%0.304%
5/7/2025LPL Financial LLC26,987$1.76M0.0%+23.5%0.418%
5/6/2025Assetmark Inc.3,475$226K0.0%N/A0.054%
5/6/2025Cetera Investment Advisers132,685$8.63M0.0%+38.3%2.057%
5/6/2025AE Wealth Management LLC87,771$5.71M0.0%+4.2%1.361%
5/5/2025Kestra Private Wealth Services LLC61,857$4.02M0.1%+19.6%0.959%
5/2/2025Cullen Frost Bankers Inc.7,364$479K0.0%+168.4%0.114%
4/30/2025Cerity Partners LLC62,091$4.04M0.0%-6.8%0.963%
4/30/2025Axxcess Wealth Management LLC3,919$255K0.0%N/A0.061%
4/29/2025Envestnet Asset Management Inc.1,165,063$75.80M0.0%+10.5%18.063%
4/25/2025Colonial River Investments LLC3,977$259K0.1%N/A0.057%
4/24/2025Sunbelt Securities Inc.2,116$138K0.0%-80.9%0.030%
4/22/2025Cambridge Investment Research Advisors Inc.50,200$3.27M0.0%+5.0%0.722%
4/21/2025Envestnet Portfolio Solutions Inc.26,425$1.72M0.0%+18.0%0.380%
4/17/2025Inscription Capital LLC6,610$399K0.1%N/A0.095%
4/17/2025Great Lakes Retirement Inc.226,950$14.77M1.9%-0.3%3.265%
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%
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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%
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%
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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%
(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, 64 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 Fidelity Momentum Factor ETF's institutional investors.

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

Of the 61 institutional investors that purchased Fidelity Momentum Factor ETF's 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 3,552,591 shares in the last 24 months. This purchase volume represents approximately $236.52M in transactions.

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

Of the 10 institutional investors that sold Fidelity Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sunbelt Securities Inc. ($13.13K), Cerity Partners LLC ($12.20K), Envestnet Asset Management Inc. ($10.58K), Prudential PLC ($9.76K), NewEdge Advisors LLC ($6.49K), Wealth Enhancement Advisory Services LLC ($5.97K), and Great Lakes Retirement Inc. ($5.28K).

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

Institutional investors have sold a total of 66,351 shares in the last 24 months. This volume of shares sold represents approximately $4.42M in transactions.



This page (NYSEARCA:FDMO) was last updated on 7/9/2025 by MarketBeat.com Staff
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