We are live on ! Find out more
FMAT icon

Fidelity MSCI Materials Index ETF

67 hedge funds and large institutions have $93.9M invested in Fidelity MSCI Materials Index ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

35% more capital invested

Capital invested by funds: $69.6M → $93.9M (+$24.2M)

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

10% more funds holding

Funds holding: 6167 (+6)

1.01% less ownership

Funds ownership: 38.76%37.75% (-1%)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Smith Salley Wealth Management
North Carolina
$563K -$146K -3,885 -22%
LPL Financial
27
LPL Financial
California
$535K +$10.7K +286 +2%
Bank of America
28
Bank of America
North Carolina
$498K +$35.7K +952 +8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$395K -$32.5K -867 -8%
BCA
30
Bray Capital Advisors
Florida
$349K +$147K +3,910 +82%
MA
31
Mutual Advisors
Nebraska
$348K +$77.1K +2,054 +31%
ASN
32
Advisory Services Network
Georgia
$340K +$122K +3,265 +63%
JWCA
33
J.W. Cole Advisors
Florida
$336K +$314K +8,363 New
BAM
34
Beaumont Asset Management
Texas
$326K +$5.85K +156 +2%
SCA
35
Snowden Capital Advisors
New York
$310K -$111K -2,969 -28%
LNC
36
Lincoln National Corp
Pennsylvania
$302K +$282K +7,520 New
HighTower Advisors
37
HighTower Advisors
Illinois
$284K -$153K -4,069 -36%
LA
38
Lynch & Associates
Indiana
$283K -$1.54K -41 -0.6%
TGAM
39
TBH Global Asset Management
Tennessee
$280K +$29.2K +778 +13%
SPC
40
Sigma Planning Corp
Michigan
$255K +$4.2K +112 +2%
WIA
41
World Investment Advisors
California
$242K -$5.03K -134 -2%
SAM
42
Secure Asset Management
Michigan
$238K +$223K +5,931 New
FA
43
FMA Advisory
Pennsylvania
$205K +$191K +5,101 New
TIM
44
Tortoise Investment Management
New York
$154K
CFD
45
Creative Financial Designs
Indiana
$149K -$210K -5,595 -60%
MHR
46
Matthew Hamilton Rosenberg
$143K
GWM
47
Geneos Wealth Management
Colorado
$111K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$79K +$42.1K +1,121 +132%
UBS Group
49
UBS Group
Switzerland
$74K
AWM
50
Accel Wealth Management
Iowa
$65K +$60.8K +1,620 New

FMAT Hedge Fund Activity: Q4 2020 in Review

67 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2020, worth a combined $93.9M — up 35% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FMAT positions and 7 closed out — a net gain of 6 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.96M. The largest seller was Beaumont Financial Advisors, cutting an estimated $1.71M.

  • 67 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2020, up from 61 in Q3 2020.
  • Funds reported $93.9M of Fidelity MSCI Materials Index ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2020 and 7 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $5.96M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2020 was Beaumont Financial Advisors, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2020.