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Fidelity MSCI Materials Index ETF

98 hedge funds and large institutions have $143M invested in Fidelity MSCI Materials Index ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
40
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.07M +$63.7K +1,365 +6%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$862K -18,468 -45%
PAS
28
Park Avenue Securities
New York
$1.01M +$57.7K +1,237 +6%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$992K -$92.9K -1,991 -9%
KPWS
30
Kestra Private Wealth Services
Texas
$973K +$114K +2,434 +13%
ECM
31
Exchange Capital Management
Michigan
$953K -$23.5K -503 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$947K -$77.1K -1,662 -8%
SCA
33
Southern Capital Advisors
Tennessee
$896K +$53.1K +1,138 +6%
AM
34
AGF Management
Ontario, Canada
$870K -$401K -8,596 -32%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$869K +$394K +8,449 +83%
HCA
36
Heck Capital Advisors
Wisconsin
$846K -$64.1K -1,374 -7%
JWCA
37
J.W. Cole Advisors
Florida
$810K +$106K +2,281 +15%
CW
38
Connectus Wealth
Ohio
$765K +$765K +16,385 New
HAS
39
HBW Advisory Services
California
$745K +$45.8K +982 +7%
Bank of America
40
Bank of America
North Carolina
$721K +$14.4K +308 +2%
YWM
41
Yoder Wealth Management
California
$614K +$63.6K +1,364 +12%
KAS
42
Kestra Advisory Services
Texas
$611K -$1.06M -22,684 -63%
CS
43
Comerica Securities
Michigan
$550K +$4.06K +87 +0.7%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$539K +$165K +3,537 +44%
LFAS
45
Level Four Advisory Services
Texas
$510K +$3.5K +75 +0.7%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$482K -$7.25K -154 -1%
SSWM
47
Smith Salley Wealth Management
North Carolina
$480K -$124K -2,662 -21%
TRIA
48
Trail Ridge Investment Advisors
Colorado
$478K -$21.5K -460 -4%
SM
49
Sweeney & Michel
California
$472K -$50.2K -1,071 -10%
SCA
50
Snowden Capital Advisors
New York
$467K +$42.3K +907 +10%