Fidelity Momentum Factor ETFFDMOETF
13F holders, Q1 2025 (March 31)69holders +10
15new positions
5sold out
1famous investor
$65.06avg. 13F price*
At the end of Q1 2025, 69 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 10 from Q4 2024. 15 opened new positions and 5 sold out. The largest holders were FMR LLC ($177.3M), Envestnet Asset Management Inc. ($75.8M) and Great Lakes Retirement, Inc. ($14.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $20.0M |
| Exits | 5 | $3.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,729,743 shares bought and 108,483 shares sold, net +1,621,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| FMR LLC | 0.01% | Add +70.9% | 2,725,759 | $177.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.5% | 1,165,063 | $75.8M |
| Great Lakes Retirement, Inc. | 1.93% | Reduce -0.3% | 226,950 | $14.8M |
| Portfolio Strategies, Inc. | 1.47% | New | 145,537 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +38.3% | 132,685 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Add +14.6% | 118,881 | $7.7M |
| AE Wealth Management LLC | 0.05% | Add +4.2% | 87,771 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +36.1% | 66,274 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -6.8% | 62,091 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +19.6% | 61,857 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 50,200 | $3.3M |
| Citadel Advisors | 0.00% | New | 42,196 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 35,798 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +827.9% | 34,935 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.0% | 33,905 | $2.2M |
| Old Mission Capital LLC | 0.04% | New | 31,610 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +116.2% | 29,899 | $1.9M |
| LPL Financial LLC | 0.00% | Add +23.5% | 26,987 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +18.0% | 26,425 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.7% | 25,861 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.0% | 21,741 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +22.3% | 21,707 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 20,602 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +288.8% | 19,624 | $1.3M |
| Absolute Capital Management, LLC | 0.69% | No change | 18,400 | $1.2M |
| Rehmann Capital Advisory Group | 0.07% | No change | 17,588 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +15.7% | 16,787 | $1.1M |
| Bank of America Corp. | 0.00% | Add +46.3% | 16,064 | $1.0M |
| Prudential PLC | 0.00% | Reduce -39.6% | 14,865 | $967K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.9% | 13,814 | $899K |
| Bryant Woods Investment Advisors, LLC | 0.40% | Reduce -1.0% | 12,668 | $824K |
| NewEdge Advisors, LLC | 0.00% | Add +7.8% | 12,341 | $803K |
| Koss-Olinger Consulting, LLC | 0.07% | New | 12,000 | $781K |
| Nova Wealth Management, Inc. | 0.55% | New | 9,873 | $642K |
| Hoxton Planning & Management, LLC | 0.20% | Reduce -5.5% | 7,878 | $513K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -3.6% | 7,676 | $499K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +168.4% | 7,364 | $479K |
| Integrated Wealth Concepts LLC | 0.01% | New | 6,919 | $450K |
| Inscription Capital, LLC | 0.07% | — | 6,610 | $399K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -1.4% | 5,229 | $340K |
| Ascent Group, LLC | 0.01% | New | 4,727 | $308K |
| Darwin Wealth Management, LLC | 0.10% | No change | 4,395 | $306K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,000 | $260K |
| Colonial River Investments, LLC | 0.14% | New | 3,977 | $259K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,919 | $255K |
| Two Sigma Securities, LLC | 0.04% | New | 3,836 | $250K |
| Stonehearth Capital Management, LLC | 0.10% | No change | 3,602 | $234K |
| Assetmark, Inc. | 0.00% | New | 3,475 | $226K |
| Kestra Investment Management, LLC | 0.00% | Add +53.4% | 3,415 | $222K |
| HRT Financial LP | 0.00% | New | 3,312 | $215K |
| Keystone Wealth Services, LLC | 0.06% | No change | 3,253 | $212K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,360 | $154K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -80.9% | 2,116 | $138K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +172.7% | 1,947 | $127K |
| Wells Fargo & Company | 0.00% | Add +150000.0% | 1,501 | $98K |
| Royal Bank of Canada | 0.00% | No change | 1,480 | $96K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 729 | $47K |
| Founders Financial Alliance, LLC | 0.01% | No change | 562 | $37K |
| Colonial Trust Co / SC | 0.01% | New | 536 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -2.3% | 429 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 460 | $27K |
| Cwm, LLC | 0.00% | New | 236 | $15K |
| Clarity Asset Management, Inc. | 0.01% | No change | 225 | $15K |
| Allworth Financial LP | 0.00% | No change | 210 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $5K |
| National Bank of Canada | 0.00% | No change | 79 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $3K |
| Spire Wealth Management | 0.00% | No change | 39 | $3K |
| Capital A Wealth Management, LLC | 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.