Fidelity Momentum Factor ETFFDMOETF
13F holders, Q1 2024 (March 31)48holders
1famous investor
$60.35avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($54.2M), Great Lakes Retirement, Inc. ($14.3M) and Cetera Investment Advisers ($4.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Momentum Factor ETF
- CUSIP
- 316092816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $6.0M |
| Exits | 1 | $9K |
Ownership 48 holders
| Envestnet Asset Management Inc. | 0.02% | Add +2.8% | 897,499 | $54.2M |
| Great Lakes Retirement, Inc. | 2.12% | Reduce -2.4% | 237,392 | $14.3M |
| Cetera Investment Advisers | 0.01% | Add +31.8% | 78,153 | $4.7M |
| Cerity Partners LLC | 0.01% | Reduce -9.9% | 75,308 | $4.5M |
| AE Wealth Management LLC | 0.04% | Reduce -0.9% | 62,175 | $3.8M |
| FMR LLC | 0.00% | Add +1.1% | 62,060 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.9% | 43,004 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 30,233 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.0% | 29,311 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.4% | 29,014 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.9% | 26,487 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 24,617 | $1.5M |
| Rehmann Capital Advisory Group | 0.11% | No change | 23,656 | $1.4M |
| Raymond James & Associates | 0.00% | New | 22,521 | $1.4M |
| LPL Financial LLC | 0.00% | Add +7.6% | 22,364 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 21,635 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.3% | 17,566 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.1% | 14,809 | $894K |
| Citadel Advisors | 0.00% | New | 14,337 | $865K |
| Bank of America Corp. | 0.00% | Add +152.3% | 13,776 | $831K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 13,047 | $787K |
| Bryant Woods Investment Advisors, LLC | 0.46% | Reduce -49.6% | 12,965 | $783K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 11,591 | $700K |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -10.3% | 10,090 | $609K |
| Hoxton Planning & Management, LLC | 0.24% | Reduce -6.0% | 8,335 | $503K |
| Trilogy Capital Inc. | 0.03% | Reduce -74.9% | 8,146 | $492K |
| Royal Bank of Canada | 0.00% | Add +43312.5% | 6,946 | $419K |
| TD Waterhouse Canada Inc. | 0.00% | New | 6,690 | $399K |
| Inscription Capital, LLC | 0.07% | No change | 6,610 | $399K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 6,190 | $374K |
| Prudential PLC | 0.00% | Reduce -67.9% | 5,795 | $350K |
| Darwin Wealth Management, LLC | 0.09% | Add +0.1% | 5,419 | $327K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,439 | $268K |
| Old Mission Capital LLC | 0.01% | New | 4,330 | $261K |
| Fiduciary Trust Co | 0.00% | No change | 4,214 | $254K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,067 | $245K |
| Linscomb Wealth, Inc. | 0.01% | New | 4,000 | $241K |
| Stonehearth Capital Management, LLC | 0.10% | New | 3,602 | $217K |
| Sunbelt Securities, Inc. | 0.02% | New | 3,512 | $212K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 714 | $43K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 300 | $18K |
| UBS Group AG | 0.00% | New | 298 | $18K |
| Global Retirement Partners, LLC | 0.00% | New | 268 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $5K |
| Signaturefd, LLC | 0.00% | New | 51 | $3K |
| Spire Wealth Management | 0.00% | No change | 25 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 20 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 20 | $1K |
"% of holder's portfolio" is FDMO's weight in each manager's 13F, not the share of Fidelity Momentum Factor ETF the manager owns.