Fidelity Momentum Factor
FDMO • ARCA
Fidelity Momentum Factor is an exchange-traded fund on ARCA. As of Q3 2025, 76 institutional investors hold shares in this ETF, with total holdings valued at $376.8M. FMR LLC is the largest holder with a position valued at $150.3M.
Overview
Overview of institutional ownership in FDMO as of Q3 2025
All Institutions
- Institutions
- 76
- Value Held
- $376.8M
- Shares Held
- 4.5M
- Avg Position
- $5.0M
- Median Position
- $386.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FDMO as of Q3 2025
| Institution | Position Value |
|---|---|
 FMR LLC Institution | $150.3M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $104.7M 0.03% of portfolio |
G Great Lakes Retirement, Inc. Institution | $18.9M 2.07% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $14.6M 0.02% of portfolio |
P Portfolio Strategies, Inc. RIA/Wealth | $12.3M 1.43% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $11.0M 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $6.2M 0.03% of portfolio |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $5.3M 0.07% of portfolio |
 HPM Partners LLC RIA/Wealth | $4.8M 0.01% of portfolio |
L LPL Financial LLC Institution | $4.7M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FDMO in Q3 2025
- Traded
- −$6.3M
- Buyers
- 42
- Sellers
- 30
- Total Bought
- +$22.3M
- Total Sold
- −$28.5M
- Avg Position
- $4.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$5.7M +68.8K shares |
Cetera Investment Advisers RIA/Wealth | +$2.9M +34.5K shares |
 MORGAN STANLEY RIA/Wealth | +$2.2M +26.6K shares |
L LPL Financial LLC Institution | +$2.0M +24.4K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | +$1.9M +23.2K shares |
 Rehmann Capital Advisory Group RIA/Wealth | +$1.5M +17.4K shares |
A Advisor Group Holdings, Inc. Institution | +$981.7K +11.9K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$747.0K +9.0K shares |
J J.W. COLE ADVISORS, INC. Institution | +$634.7K +7.6K shares |
 Strategic Blueprint, LLC RIA/Wealth | +$493.9K +5.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
FMR LLC Institution | −$7.0M −83.8K shares |
 ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | −$3.3M −44.1K shares |
 GOLDMAN SACHS GROUP INC Institution | −$2.7M −32.2K shares |
J JANE STREET GROUP, LLC Institution | −$2.5M −33.4K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$2.1M −28.3K shares |
P PRUDENTIAL PLC Institution | −$2.1M −27.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.9M −25.0K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.5M −17.7K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$1.0M −12.4K shares |
 AE Wealth Management LLC RIA/Wealth | −$933.3K −11.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FDMO in Q3 2025
- New Positions
- 15
- New Value
- $3.2M
- Exited Positions
- 12
- Exited Value
- $13.2M
New Positions
| Institution | Position Value |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | $1.9M 23.2K shares |
 WESTBOURNE INVESTMENTS, INC. RIA/Wealth | $332.9K 3.9K shares |
 Dentgroup LLC RIA/Wealth | $238.8K 2.9K shares |
N NWAM LLC Institution | $227.4K 2.8K shares |
 Farther Finance Advisors, LLC RIA/Wealth | $192.1K 2.3K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $107.0K 1.3K shares |
 Cornerstone Planning Group LLC RIA/Wealth | $52.8K 625.0 shares |
 Larson Financial Group LLC RIA/Wealth | $50.3K 605.0 shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $25.0K 301.0 shares |
 FOSTER DYKEMA CABOT & PARTNERS, LLC RIA/Wealth | $6.6K 79.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | $3.3M 44.1K shares |
J JANE STREET GROUP, LLC Institution | $2.5M 33.4K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $2.1M 28.3K shares |
P PRUDENTIAL PLC Institution | $2.1M 27.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.9M 25.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $754.4K 9.9K shares |
 FORONJY FINANCIAL LLC RIA/Wealth | $201.2K 2.7K shares |
 Capital Investment Counsel, Inc RIA/Wealth | $179.0K 2.4K shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $76.5K 961.0 shares |
G Glen Eagle Advisors, LLC RIA/Wealth | $6.1K 80.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FDMO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FDMO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
G Great Lakes Retirement, Inc. Institution | 2.07% $18.9M |
P Portfolio Strategies, Inc. RIA/Wealth | 1.43% $12.3M |
E Elevation Capital Advisory, LLC RIA/Wealth | 0.77% $1.9M |
 Nova Wealth Management, Inc. RIA/Wealth | 0.55% $782.7K |
B Bryant Woods Investment Advisors, LLC Institution | 0.39% $990.1K |
 Stonehearth Capital Management, LLC RIA/Wealth | 0.22% $580.5K |
 Hoxton Planning & Management, LLC RIA/Wealth | 0.21% $655.2K |
WESTBOURNE INVESTMENTS, INC. RIA/Wealth | 0.16% $332.9K |
Dentgroup LLC RIA/Wealth | 0.15% $238.8K |
 Keystone Wealth Services, LLC RIA/Wealth | 0.12% $562.1K |