Fidelity Momentum Factor ETFFDMOETF
13F holders, Q2 2024 (June 30)49holders +1
5new positions
4sold out
$63.50avg. 13F price*
At the end of Q2 2024, 49 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($66.2M), Great Lakes Retirement, Inc. ($14.8M) and Cetera Investment Advisers ($5.2M).
- Company
- Fidelity Momentum Factor ETF
- CUSIP
- 316092816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.4M |
| Exits | 4 | $1.9M |
All 13F filers, Q1 2024 → Q2 2024: 329,991 shares bought and 92,154 shares sold, net +237,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Envestnet Asset Management Inc. | 0.02% | Add +15.7% | 1,038,484 | $66.2M |
| Great Lakes Retirement, Inc. | 2.03% | Reduce -2.2% | 232,229 | $14.8M |
| Cetera Investment Advisers | 0.01% | Add +4.4% | 81,612 | $5.2M |
| Cerity Partners LLC | 0.01% | Reduce -1.4% | 74,288 | $4.7M |
| AE Wealth Management LLC | 0.05% | Add +15.2% | 71,629 | $4.6M |
| FMR LLC | 0.00% | Add +8.2% | 67,129 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.9% | 53,735 | $3.4M |
| Raymond James & Associates | 0.00% | Add +120.6% | 49,679 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 44,512 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +111.5% | 37,151 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.3% | 32,910 | $2.1M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 29,994 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.6% | 27,708 | $1.8M |
| LPL Financial LLC | 0.00% | Add +3.6% | 23,165 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +47.0% | 21,774 | $1.4M |
| Bryant Woods Investment Advisors, LLC | 0.95% | Add +114.8% | 27,845 | $1.3M |
| Fulcrum Equity Management | 1.13% | New | 19,818 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.1% | 17,944 | $1.1M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -29.1% | 16,784 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -29.2% | 15,312 | $976K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.9% | 13,555 | $864K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +78.5% | 11,049 | $704K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 10,940 | $697K |
| Bank of America Corp. | 0.00% | Reduce -22.9% | 10,628 | $677K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +133.8% | 10,377 | $661K |
| Sax Wealth Advisors, LLC | 0.06% | No change | 10,090 | $643K |
| Hoxton Planning & Management, LLC | 0.25% | No change | 8,335 | $531K |
| Prudential PLC | 0.00% | Add +40.4% | 8,135 | $518K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,690 | $427K |
| Inscription Capital, LLC | 0.07% | No change | 6,610 | $421K |
| Sunbelt Securities, Inc. | 0.04% | Add +62.0% | 5,690 | $363K |
| Legacy Capital Group California, Inc. | 0.11% | New | 4,628 | $295K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.6% | 4,533 | $289K |
| Fiduciary Trust Co | 0.00% | No change | 4,214 | $269K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,000 | $255K |
| Stonehearth Capital Management, LLC | 0.10% | No change | 3,602 | $230K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -17.1% | 3,372 | $215K |
| Royal Bank of Canada | 0.00% | Reduce -67.0% | 2,291 | $146K |
| UBS Group AG | 0.00% | Add +187.6% | 857 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 714 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 502 | $32K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 300 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 268 | $17K |
| Clarity Asset Management, Inc. | 0.01% | New | 242 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $3K |
| Spire Wealth Management | 0.00% | Reduce -8.0% | 23 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 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.