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Fidelity MSCI Materials Index ETF
FMAT

61 hedge funds and large institutions have $69.6M invested in Fidelity MSCI Materials Index ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

32% more capital invested

Capital invested by funds: $52.6M → $69.6M (+$17.1M)

5.96% more ownership

Funds ownership: 32.79% → 38.76% (+6%)

3% more funds holding

Funds holding: 59 → 61 (+2)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.37M
2
Truist Financial
Truist Financial
North Carolina
+$3.77M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.96M
4
ST
Spinnaker Trust
Maine
+$1.76M
5
Wells Fargo
Wells Fargo
California
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$3.61M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.88M
3
BFM
Broadview Financial Management
Wisconsin
-$964K
4
NR
Newfound Research
Massachusetts
-$937K
5
HAS
HBW Advisory Services
California
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$385K -$168K -4,968 -31%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$368K -$2.88M -85,298 -89%
SCA
28
Snowden Capital Advisors
New York
$368K +$5.17K +153 +1%
KAS
29
Kestra Advisory Services
Texas
$331K +$5.07K +150 New
CFD
30
Creative Financial Designs
Indiana
$319K -$48K -1,421 -13%
BAM
31
Beaumont Asset Management
Texas
$274K -$10.7K -318 -4%
LA
32
Lynch & Associates
Indiana
$243K -$11.4K -337 -5%
TRCT
33
Tower Research Capital (TRC)
New York
$240K -$329K -9,749 -58%
SW
34
SVB Wealth
Massachusetts
$234K -$146K -4,318 -39%
MA
35
Mutual Advisors
Nebraska
$227K +$223K +6,614 New
SPC
36
Sigma Planning Corp
Michigan
$214K +$211K +6,242 New
TGAM
37
TBH Global Asset Management
Tennessee
$213K -$12.1K -359 -5%
IAIM
38
International Assets Investment Management
Florida
$206K +$110K +3,265 New
WIA
39
World Investment Advisors
California
$204K +$2.16K +64 +1%
ASN
40
Advisory Services Network
Georgia
$179K +$176K +5,209 New
BCA
41
Bray Capital Advisors
Florida
$165K – – –
TIM
42
Tortoise Investment Management
New York
$132K – – –
MHR
43
Matthew Hamilton Rosenberg
$123K – – –
GWM
44
Geneos Wealth Management
Colorado
$83K – – –
UBS Group
45
UBS Group
Switzerland
$64K -$2.94K -87 -4%
RG
46
Retirement Group
California
$52K – – –
IA
47
IFP Advisors
Florida
$42K -$20.4K -605 -33%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$29K +$3.82K +113 +15%
ARMC
49
American Research & Management Company
Massachusetts
$24K – – –
SFS
50
Sowell Financial Services
Arkansas
$19K – – –
1
2
3

FMAT Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2020, worth a combined $69.6M — up 32% from $52.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMAT positions and 7 closed out — a net gain of 3 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.37M. The largest seller was Beaumont Financial Advisors, cutting an estimated $3.61M.

  • 61 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2020, up from 59 in Q2 2020.
  • Funds reported $69.6M of Fidelity MSCI Materials Index ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 10 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2020 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $8.37M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2020 was Beaumont Financial Advisors, an estimated $3.61M sold.

Based on aggregated 13F filings for Q3 2020.