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Fidelity MSCI Materials Index ETF

116 hedge funds and large institutions have $172M invested in Fidelity MSCI Materials Index ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $160M → $172M (+$11.9M)

6% more funds holding

Funds holding: 109116 (+7)

2.67% more ownership

Funds ownership: 37.26%39.94% (+2.7%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
32
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.08M +$36.2K +697 +4%
TRIA
27
Trail Ridge Investment Advisors
Colorado
$1.02M +$28.5K +549 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$933K -$14.3K -276 -2%
SWM
29
SeaCrest Wealth Management
New York
$845K +$8.27K +159 +1%
HCA
30
Heck Capital Advisors
Wisconsin
$818K +$8.32K +160 +1%
MA
31
Maxele Advisors
Missouri
$811K -$9.05K -174 -1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$808K +$34.7K +667 +5%
TAP
33
Tounjian Advisory Partners
Florida
$800K -$273K -5,250 -26%
PWM
34
Penobscot Wealth Management
Maine
$709K -$322K -6,184 -31%
SSWM
35
Smith Salley Wealth Management
North Carolina
$706K -$4.83K -93 -0.7%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$687K -$81.1K -1,560 -11%
PS
37
Principal Securities
Iowa
$610K +$13.1K +252 +2%
LFAS
38
Level Four Advisory Services
Texas
$590K
LA
39
Lynch & Associates
Indiana
$569K +$30.3K +582 +6%
Wells Fargo
40
Wells Fargo
California
$552K -$1.25M -24,063 -70%
Raymond James Financial
41
Raymond James Financial
Florida
$532K -$16.5K -318 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$530K -$120K -2,310 -19%
SCM
43
SCS Capital Management
Massachusetts
$484K
SCA
44
Snowden Capital Advisors
New York
$474K -$26.9K -518 -5%
MWM
45
Modern Wealth Management
Kansas
$445K -$1.26M -24,298 -74%
JP Morgan Chase
46
JP Morgan Chase
New York
$375K -$284K -5,461 -43%
KPWM
47
KDK Private Wealth Management
Texas
$372K -$8.94K -172 -2%
OFS
48
OneAscent Financial Services
Alabama
$362K +$359K +6,898 New
EFS
49
Essex Financial Services
Connecticut
$322K
NA
50
NewEdge Advisors
Louisiana
$317K -$32.9K -633 -9%

FMAT Hedge Fund Activity: Q3 2025 in Review

116 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2025, worth a combined $172M — up 7.5% from $160M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FMAT positions and 10 closed out — a net gain of 11 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.31M. The largest seller was AGF Management, cutting an estimated $2.93M.

  • 116 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2025, up from 109 in Q2 2025.
  • Funds reported $172M of Fidelity MSCI Materials Index ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2025 and 10 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2025 was AE Wealth Management, an estimated $7.31M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2025 was AGF Management, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2025.