Fidelity Momentum Factor ETFFDMOETF
13F holders, Q4 2024 (December 31)59holders +9
11new positions
3sold out
$69.61avg. 13F price*
At the end of Q4 2024, 59 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 9 from Q3 2024. 11 opened new positions and 3 sold out. The largest holders were FMR LLC ($111.0M), Envestnet Asset Management Inc. ($73.4M) and Great Lakes Retirement, Inc. ($15.8M).
- Company
- Fidelity Momentum Factor ETF
- CUSIP
- 316092816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.6M |
| Exits | 3 | $4.0M |
All 13F filers, Q3 2024 → Q4 2024: 575,729 shares bought and 90,975 shares sold, net +484,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| FMR LLC | 0.01% | Add +25.0% | 1,594,716 | $111.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.0% | 1,054,710 | $73.4M |
| Great Lakes Retirement, Inc. | 2.05% | Reduce -1.7% | 227,520 | $15.8M |
| Raymond James Financial Inc. | 0.00% | — | 103,767 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +8.0% | 95,937 | $6.7M |
| AE Wealth Management LLC | 0.05% | Add +6.1% | 84,222 | $5.9M |
| Cerity Partners LLC | 0.01% | Reduce -5.2% | 66,651 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +129.8% | 51,714 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +100.5% | 48,682 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +215.1% | 47,805 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +87.4% | 41,332 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +25.4% | 35,286 | $2.5M |
| SteelPeak Wealth, LLC | 0.10% | New | 35,270 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.2% | 25,286 | $1.8M |
| Prudential PLC | 0.01% | Add +151.7% | 24,625 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.0% | 22,738 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +41.7% | 22,398 | $1.6M |
| LPL Financial LLC | 0.00% | Add +13.9% | 21,854 | $1.5M |
| Morgan Stanley | 0.00% | Add +61.7% | 21,024 | $1.5M |
| Absolute Capital Management, LLC | 0.71% | New | 18,400 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +21.8% | 17,749 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | No change | 17,588 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +24.4% | 14,509 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.5% | 13,830 | $963K |
| Bryant Woods Investment Advisors, LLC | 0.43% | Reduce -0.6% | 12,793 | $891K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.4% | 11,443 | $797K |
| Sunbelt Securities, Inc. | 0.07% | Add +621.5% | 11,089 | $778K |
| Bank of America Corp. | 0.00% | Add +31.4% | 10,984 | $765K |
| Two Sigma Investments, LP | 0.00% | New | 8,800 | $613K |
| Hoxton Planning & Management, LLC | 0.22% | No change | 8,335 | $580K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -12.4% | 7,960 | $554K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,690 | $466K |
| AssuredPartners Investment Advisors, LLC | 0.07% | — | 5,306 | $369K |
| Foundations Investment Advisors, LLC | 0.01% | New | 5,047 | $351K |
| Global Retirement Partners, LLC | 0.01% | Add +0.5% | 4,504 | $314K |
| Darwin Wealth Management, LLC | 0.10% | Add +0.1% | 4,395 | $306K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,000 | $278K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,765 | $262K |
| Stonehearth Capital Management, LLC | 0.10% | No change | 3,602 | $251K |
| Keystone Wealth Services, LLC | 0.06% | New | 3,253 | $226K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +130.2% | 2,744 | $191K |
| Capital Investment Counsel, Inc | 0.02% | New | 2,360 | $164K |
| Kestra Investment Management, LLC | 0.01% | New | 2,226 | $155K |
| Royal Bank of Canada | 0.00% | Reduce -16.2% | 1,480 | $103K |
| IFP Advisors, Inc | 0.00% | New | 730 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 714 | $50K |
| Founders Financial Alliance, LLC | 0.01% | No change | 562 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | New | 460 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 439 | $31K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -7.4% | 225 | $16K |
| Allworth Financial LP | 0.00% | New | 210 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $6K |
| National Bank of Canada | 0.00% | No change | 79 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $4K |
| Spire Wealth Management | 0.00% | Add +69.6% | 39 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 20 | $1K |
| 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% | No change | 1 | $42 |
"% of holder's portfolio" is FDMO's weight in each manager's 13F, not the share of Fidelity Momentum Factor ETF the manager owns.