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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

55 hedge funds and large institutions have $59.2M invested in Fidelity MSCI Materials Index ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$3.72M
2
NR
2
Newfound Research
Massachusetts
$1.99M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.35M
4
SPC
4
Sigma Planning Corp
Michigan
$1.94M
5
AI
5
Atria Investments
North Carolina
$850K

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$3.53M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.18M
3
FI
3
FormulaFolio Investments
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$377K +$156K +4,752 +70%
Goldman Sachs
27
Goldman Sachs
New York
$351K +$351K +10,692 New
CAC
28
Certified Advisory Corp
Florida
$330K -$125K -3,814 -27%
CFD
29
Creative Financial Designs
Indiana
$329K +$329K +10,100 New
SCA
30
Snowden Capital Advisors
New York
$328K +$42.4K +1,294 +15%
1WA
31
180 Wealth Advisors
Washington
$317K -$42.1K -1,299 -12%
TRCT
32
Tower Research Capital (TRC)
New York
$299K -$85.8K -2,620 -22%
GRP
33
Global Retirement Partners
California
$293K +$17K +519 +6%
LA
34
Lynch & Associates
Indiana
$266K +$27.4K +835 +11%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$262K +$109K +3,318 +71%
TIM
36
Tortoise Investment Management
New York
$257K -$51.4K -1,570 -17%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$208K -$1.11M -33,955 -84%
BCA
38
Bray Capital Advisors
Florida
$148K – – –
AssetMark Inc
39
AssetMark Inc
California
$108K +$108K +3,284 New
UBS Group
40
UBS Group
Switzerland
$106K -$16.7K -508 -14%
GWM
41
Geneos Wealth Management
Colorado
$81K +$2.44K +75 +3%
ATC
42
Adirondack Trust Company
New York
$29K +$29K +881 New
ARMC
43
American Research & Management Company
Massachusetts
$23K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$33 -1 -0.2%
SAM
45
Shamrock Asset Management
Texas
$16K – – –
S
46
SignatureFD
Georgia
$16K +$16K +477 New
AF
47
Advisornet Financial
Minnesota
$10K +$10K +300 New
GEA
48
Glen Eagle Advisors
New Jersey
$5.9K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$5K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4K -$25.9K -693 -87%
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