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Fidelity MSCI Materials Index ETF

115 hedge funds and large institutions have $145M invested in Fidelity MSCI Materials Index ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

5% more funds holding

Funds holding: 110115 (+5)

1% more capital invested

Capital invested by funds: $143M → $145M (+$1.45M)

3.43% less ownership

Funds ownership: 30.19%26.76% (-3.4%)

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
40
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.49M -$35.2K -732 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.4M -$1.62M -33,675 -55%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.21M +$863K +17,935 +295%
LPL Financial
29
LPL Financial
California
$1.14M -$114K -2,371 -10%
ECM
30
Exchange Capital Management
Michigan
$1.11M -$10.4K -216 -1%
HCA
31
Heck Capital Advisors
Wisconsin
$1.11M +$8.76K +182 +0.8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.05M -$6.88K -143 -0.7%
5L
33
55I LLC
Massachusetts
$965K +$221K +4,583 +31%
MA
34
Maxele Advisors
Missouri
$934K +$893K +18,556 New
LNC
35
Lincoln National Corp
Pennsylvania
$818K +$156K +3,239 +25%
SCA
36
Southern Capital Advisors
Tennessee
$804K +$769K +15,970 New
KAS
37
Kestra Advisory Services
Texas
$786K +$124K +2,566 +20%
SSWM
38
Smith Salley Wealth Management
North Carolina
$743K -$178K -3,707 -20%
BFM
39
Broadview Financial Management
Wisconsin
$713K +$2.12K +44 +0.3%
BCA
40
Bray Capital Advisors
Florida
$616K
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$601K +$505K +10,490 +727%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$560K +$149K +3,099 +35%
JWCA
43
J.W. Cole Advisors
Florida
$543K +$519K +10,789 New
RJA
44
Raymond James & Associates
Florida
$536K +$513K +10,655 New
PG
45
Prostatis Group
Maryland
$514K -$216K -4,479 -31%
SS
46
Sunbelt Securities
Texas
$494K -$116K -2,410 -19%
MA
47
Mutual Advisors
Nebraska
$492K +$13.6K +282 +3%
BAM
48
Beaumont Asset Management
Texas
$444K +$4.62K +96 +1%
LFAS
49
Level Four Advisory Services
Texas
$414K +$396K +8,223 New
SCA
50
Snowden Capital Advisors
New York
$410K +$12.9K +269 +3%

FMAT Hedge Fund Activity: Q4 2021 in Review

115 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2021, worth a combined $145M — up 1% from $143M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FMAT positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Lido Advisors, adding an estimated $3.29M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.55M sold.

  • 115 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $145M of Fidelity MSCI Materials Index ETF stock for Q4 2021, up 1% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2021 and 15 closed out, a net change of +10 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $3.29M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2021 was Vicus Capital, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2021.