Fidelity MSCI Materials Index ETF
FMAT
38 hedge funds and large institutions have $54.5M invested in Fidelity MSCI Materials Index ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
9% more funds holding
Funds holding: 35 → 38 (+3)
6% more capital invested
Capital invested by funds: $51.3M → $54.5M (+$3.21M)
4.68% less ownership
Funds ownership: 30.93% → 26.25% (-4.7%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
+$2.75M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.9M |
| 3 |
SG Americas Securities
New York
|
+$971K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$714K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$665K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$4.8M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.55M |
| 3 |
Goldman Sachs
New York
|
-$1.16M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.02M |
| 5 |
Morgan Stanley
New York
|
-$572K |
FMAT Hedge Fund Activity: Q1 2017 in Review
38 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2017, worth a combined $54.5M — up 6.3% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FMAT positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Allegis Investment Advisors, opening a new position worth an estimated $2.75M. The largest seller was Beaumont Financial Advisors, cutting an estimated $4.8M.
- 38 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2017, up from 35 in Q4 2016.
- Funds reported $54.5M of Fidelity MSCI Materials Index ETF stock for Q1 2017, up 6.3% quarter-over-quarter.
- 8 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2017 and 5 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Materials Index ETF buyer in Q1 2017 was Allegis Investment Advisors, an estimated $2.75M added.
- The largest Fidelity MSCI Materials Index ETF seller in Q1 2017 was Beaumont Financial Advisors, an estimated $4.8M sold.
Based on aggregated 13F filings for Q1 2017.