Fidelity Momentum Factor ETFFDMOETF
13F holders, Q3 2024 (September 30)50holders +1
6new positions
5sold out
1famous investor
$66.04avg. 13F price*
At the end of Q3 2024, 50 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 1 from Q2 2024. 6 opened new positions and 5 sold out. The largest holders were FMR LLC ($84.4M), Envestnet Asset Management Inc. ($70.5M) and Great Lakes Retirement, Inc. ($15.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.3M |
| Exits | 5 | $4.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,386,725 shares bought and 196,588 shares sold, net +1,190,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| FMR LLC | 0.01% | Add +1801.0% | 1,276,097 | $84.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.6% | 1,065,294 | $70.5M |
| Great Lakes Retirement, Inc. | 1.96% | Reduce -0.3% | 231,528 | $15.3M |
| Cetera Investment Advisers | 0.01% | Add +8.8% | 88,806 | $5.9M |
| AE Wealth Management LLC | 0.05% | Add +10.8% | 79,370 | $5.2M |
| Cerity Partners LLC | 0.01% | Reduce -5.4% | 70,294 | $4.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.6% | 39,355 | $2.6M |
| Citadel Advisors | 0.00% | New | 37,848 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +520.5% | 28,129 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 26,116 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -26.2% | 24,276 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.5% | 22,972 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 22,504 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -59.0% | 22,054 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -56.5% | 21,637 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -17.2% | 19,181 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 19,071 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Add +4.8% | 17,588 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +52.4% | 15,811 | $1.0M |
| International Assets Investment Management, LLC | 0.08% | New | 20,108 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.9% | 15,171 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +31.9% | 14,568 | $964K |
| Morgan Stanley | 0.00% | Reduce -56.7% | 13,000 | $860K |
| Bryant Woods Investment Advisors, LLC | 0.43% | Reduce -53.8% | 12,872 | $851K |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 11,665 | $772K |
| NewEdge Advisors, LLC | 0.01% | Reduce -24.2% | 11,605 | $768K |
| Prudential PLC | 0.00% | Add +20.3% | 9,785 | $647K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -9.9% | 9,090 | $601K |
| Bank of America Corp. | 0.00% | Reduce -21.4% | 8,359 | $553K |
| Hoxton Planning & Management, LLC | 0.21% | No change | 8,335 | $551K |
| UBS Group AG | 0.00% | Add +693.8% | 6,803 | $450K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,690 | $438K |
| Inscription Capital, LLC | 0.07% | No change | 6,610 | $437K |
| Global Retirement Partners, LLC | 0.01% | Add +1572.4% | 4,482 | $296K |
| Darwin Wealth Management, LLC | 0.08% | New | 4,390 | $290K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,000 | $265K |
| Stonehearth Capital Management, LLC | 0.09% | No change | 3,602 | $238K |
| Royal Bank of Canada | 0.00% | Reduce -22.9% | 1,767 | $117K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -73.0% | 1,537 | $102K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +137.4% | 1,192 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 714 | $47K |
| Founders Financial Alliance, LLC | 0.01% | New | 562 | $37K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.4% | 243 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $5K |
| National Bank of Canada | 0.00% | New | 79 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $3K |
| Spire Wealth Management | 0.00% | No change | 23 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 20 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 20 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $49 |
"% of holder's portfolio" is FDMO's weight in each manager's 13F, not the share of Fidelity Momentum Factor ETF the manager owns.