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Fidelity MSCI Materials Index ETF
FMAT

107 hedge funds and large institutions have $144M invested in Fidelity MSCI Materials Index ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

11% more capital invested

Capital invested by funds: $130M → $144M (+$13.9M)

1.66% more ownership

Funds ownership: 30.27% → 31.93% (+1.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 106 → 107 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
40
Reduced
34
Closed
15
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$25K

Top Buyers

1
VC
Vicus Capital
Pennsylvania
+$11.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.49M
3
Goldman Sachs
Goldman Sachs
New York
+$2.47M
4
OPS
Orion Portfolio Solutions
Nebraska
+$1.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.77M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$6.43M
2
IA
IFP Advisors
Florida
-$2.44M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.97M
5
HAS
HBW Advisory Services
California
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$1.15M -$6.43M -140,230 -85%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.06M -$68.2K -1,488 -6%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.01M +$2.2K +48 +0.2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$985K -$94.3K -2,057 -9%
ECM
30
Exchange Capital Management
Michigan
$954K -$1.38K -30 -0.1%
Jane Street
31
Jane Street
New York
$950K +$955K +20,832 New
PAS
32
Park Avenue Securities
New York
$931K +$329K +7,176 +54%
HCA
33
Heck Capital Advisors
Wisconsin
$889K +$20.4K +446 +2%
CAC
34
Certified Advisory Corp
Florida
$865K +$157K +3,430 +22%
LA
35
Lifeworks Advisors
Michigan
$845K -$176K -3,831 -17%
KPWS
36
Kestra Private Wealth Services
Texas
$840K +$68.9K +1,504 +9%
SCA
37
Southern Capital Advisors
Tennessee
$824K -$67.2K -1,466 -8%
LNC
38
Lincoln National Corp
Pennsylvania
$787K +$230K +5,026 +41%
Bank of America
39
Bank of America
North Carolina
$691K +$44.5K +972 +7%
JWCA
40
J.W. Cole Advisors
Florida
$688K +$46.8K +1,022 +7%
HAS
41
HBW Advisory Services
California
$683K -$1.08M -23,674 -61%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$661K -$574K -12,518 -46%
SSWM
43
Smith Salley Wealth Management
North Carolina
$590K -$7.38K -161 -1%
YWM
44
Yoder Wealth Management
California
$537K +$540K +11,787 New
CS
45
Comerica Securities
Michigan
$534K -$871 -19 -0.2%
SM
46
Sweeney & Michel
California
$496K +$510K +11,133 New
LFAS
47
Level Four Advisory Services
Texas
$495K +$3.44K +75 +0.7%
GCWM
48
Graham Capital Wealth Management
District of Columbia
$489K +$49.2K +1,073 New
TRIA
49
Trail Ridge Investment Advisors
Colorado
$488K -$216K -4,714 -31%
FPGK
50
Financial Partners Group (Kansas)
Kansas
$474K -$85.6K -1,868 -15%
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FMAT Hedge Fund Activity: Q1 2023 in Review

107 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2023, worth a combined $144M — up 11% from $130M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FMAT positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 34 trimmed.

The largest buyer was Vicus Capital, opening a new position worth an estimated $11.7M. The largest seller was Freedom Investment Management, cutting an estimated $6.43M.

  • 107 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2023, up from 106 in Q4 2022.
  • Funds reported $144M of Fidelity MSCI Materials Index ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2023 and 15 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q1 2023 was Vicus Capital, an estimated $11.7M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q1 2023 was Freedom Investment Management, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2023.