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Fidelity MSCI Materials Index ETF
FMAT

106 hedge funds and large institutions have $130M invested in Fidelity MSCI Materials Index ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $108M → $130M (+$22.2M)

19% more funds holding

Funds holding: 89 → 106 (+17)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.82% more ownership

Funds ownership: 27.45% → 30.27% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
106
Holders Change
+17
Holders Change %
+19.1%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
33
Reduced
29
Closed
8
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$244K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.85M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$2.16M
3
Lido Advisors
Lido Advisors
California
+$1.82M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.8M
5
BCI
Brinker Capital Investments
Pennsylvania
+$1.47M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.23M
2
Jane Street
Jane Street
New York
-$2.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.27M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.22M +$136K +3,152 +13%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.18M -$3.23M -74,950 -74%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.08M +$1.07M +24,741 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.03M -$525K -12,185 -34%
LA
30
Lifeworks Advisors
Michigan
$976K +$603 +14 +0.1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$973K -$1.4M -32,428 -59%
HighTower Advisors
32
HighTower Advisors
Illinois
$964K +$818 +19 +0.1%
ECM
33
Exchange Capital Management
Michigan
$915K -$2.71K -63 -0.3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$898K +$879K +20,408 +12,676%
SCA
35
Southern Capital Advisors
Tennessee
$853K +$53.9K +1,252 +7%
HCA
36
Heck Capital Advisors
Wisconsin
$832K +$5.9K +137 +0.7%
CAN
37
Cetera Advisor Networks
California
$744K +$733K +17,034 New
KPWS
38
Kestra Private Wealth Services
Texas
$738K -$37.5K -871 -5%
AM
39
AGF Management
Ontario, Canada
$722K +$712K +16,544 New
CAC
40
Certified Advisory Corp
Florida
$679K +$669K +15,547 New
TRIA
41
Trail Ridge Investment Advisors
Colorado
$673K +$14.7K +342 +2%
Bank of America
42
Bank of America
North Carolina
$619K -$62.3K -1,446 -9%
JWCA
43
J.W. Cole Advisors
Florida
$614K +$44.2K +1,027 +8%
PAS
44
Park Avenue Securities
New York
$578K +$78.4K +1,821 +16%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$573K -$31.5K -732 -6%
SSWM
46
Smith Salley Wealth Management
North Carolina
$572K -$31.8K -739 -5%
LNC
47
Lincoln National Corp
Pennsylvania
$535K +$24.3K +564 +5%
QAM
48
Q3 Asset Management
Michigan
$523K +$516K +11,995 New
CS
49
Comerica Securities
Michigan
$512K +$34.7K +805 +7%
Citadel Advisors
50
Citadel Advisors
Florida
$506K -$2.27M -52,631 -82%
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FMAT Hedge Fund Activity: Q4 2022 in Review

106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2022, worth a combined $130M — up 21% from $108M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FMAT positions and 8 closed out — a net gain of 23 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.85M. The largest seller was Susquehanna International Group, cutting an estimated $3.23M.

  • 106 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $130M of Fidelity MSCI Materials Index ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $5.85M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2022 was Susquehanna International Group, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2022.