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Fidelity MSCI Materials Index ETF

112 hedge funds and large institutions have $199M invested in Fidelity MSCI Materials Index ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

18% more capital invested

Capital invested by funds: $169M → $199M (+$29.6M)

6% more funds holding

Funds holding: 106112 (+6)

1.97% more ownership

Funds ownership: 33.32%35.29% (+2%)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
30
Closed
8
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$1.2M +$365K +7,126 +47%
LA
27
Lifeworks Advisors
Michigan
$1.15M +$1.09M +21,291 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.11M -$185K -3,615 -15%
Bank of America
29
Bank of America
North Carolina
$1.09M +$35.2K +687 +4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.05M +$994K +19,398 New
YWM
31
Yoder Wealth Management
California
$1.03M +$59.6K +1,164 +7%
JWCA
32
J.W. Cole Advisors
Florida
$999K +$45.4K +885 +5%
ECM
33
Exchange Capital Management
Michigan
$940K -$37.4K -730 -4%
HighTower Advisors
34
HighTower Advisors
Illinois
$847K -$102K -1,981 -11%
TRIA
35
Trail Ridge Investment Advisors
Colorado
$842K -$102 -2 -0%
HCA
36
Heck Capital Advisors
Wisconsin
$816K +$3.23K +63 +0.4%
SWM
37
SeaCrest Wealth Management
New York
$788K +$20.7K +403 +3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$776K -$123K -2,409 -14%
SSWM
39
Smith Salley Wealth Management
North Carolina
$744K +$20.8K +405 +3%
BOSSRA
40
B.O.S.S. Retirement Advisors
Utah
$653K +$131K +2,554 +27%
AI
41
Atria Investments
North Carolina
$650K -$424K -8,265 -41%
ACM
42
Absolute Capital Management
Pennsylvania
$632K -$26.9K -525 -4%
ECA
43
Elevated Capital Advisors
Utah
$602K +$569K +11,105 New
SCA
44
Snowden Capital Advisors
New York
$599K -$10.5K -205 -2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$590K -$46.6K -909 -8%
LFAS
46
Level Four Advisory Services
Texas
$580K +$2.05K +40 +0.4%
BCA
47
Bray Capital Advisors
Florida
$539K
LA
48
Lynch & Associates
Indiana
$521K +$22.5K +440 +5%
Mariner
49
Mariner
Kansas
$454K +$1.54K +30 +0.4%
MML Investors Services
50
MML Investors Services
Massachusetts
$423K +$68.3K +1,332 +21%

FMAT Hedge Fund Activity: Q3 2024 in Review

112 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2024, worth a combined $199M — up 18% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FMAT positions and 8 closed out — a net gain of 8 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.44M. The largest seller was Peak Financial Management, cutting an estimated $5.02M.

  • 112 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $199M of Fidelity MSCI Materials Index ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2024 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2024 was AE Wealth Management, an estimated $5.44M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2024 was Peak Financial Management, an estimated $5.02M sold.

Based on aggregated 13F filings for Q3 2024.