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Fidelity MSCI Materials Index ETF
FMAT

59 hedge funds and large institutions have $52.6M invested in Fidelity MSCI Materials Index ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 21 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

75% more capital invested

Capital invested by funds: $30.1M → $52.6M (+$22.5M)

16% more funds holding

Funds holding: 51 → 59 (+8)

6.67% more ownership

Funds ownership: 26.13% → 32.79% (+6.7%)

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.24M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.06M
4
NR
Newfound Research
Massachusetts
+$1.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.35M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.12M
3
BFM
Broadview Financial Management
Wisconsin
-$929K
4
ST
Spinnaker Trust
Maine
-$748K
5
SPC
Sigma Planning Corp
Michigan
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
51
Private Ocean
California
$14K – – –
AF
52
Advisornet Financial
Minnesota
$9K – – –
CFGS
53
Concourse Financial Group Securities
Alabama
$5K – – –
LB
54
Legacy Bridge
Iowa
$3K – – –
EW
55
Element Wealth
Mississippi
$2K +$29 +1 +2%
GI
56
Gradient Investments
Minnesota
$2K +$1.83K +64 New
OPS
57
Orion Portfolio Solutions
Nebraska
$1K – – –
ST
58
Spinnaker Trust
Maine
– -$748K -30,546 Closed
SPC
59
Sigma Planning Corp
Michigan
– -$581K -23,699 Closed
ASN
60
Advisory Services Network
Georgia
– -$453K -18,484 Closed
CFA
61
Carroll Financial Associates
North Carolina
– -$19K -779 Closed
AA
62
Advisory Alpha
Michigan
– -$10.4K -392 Closed
FHA
63
Flagship Harbor Advisors
Massachusetts
– -$4.16K -145 -97%
GEA
64
Glen Eagle Advisors
New Jersey
– -$3.19K -130 Closed
SF
65
Synovus Financial
Georgia
– -$3K -118 Closed
NFG
66
Next Financial Group
Texas
– -$2K -65 Closed
AIL
67
AGF Investments LLC
Ontario, Canada
– +$344 +12 +300%
1 2
3

FMAT Hedge Fund Activity: Q2 2020 in Review

59 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q2 2020, worth a combined $52.6M — up 75% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FMAT positions and 8 closed out — a net gain of 8 holders — while 12 added to existing stakes and 21 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $10.4M. The largest seller was Susquehanna International Group, cutting an estimated $2.35M.

  • 59 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q2 2020, up from 51 in Q1 2020.
  • Funds reported $52.6M of Fidelity MSCI Materials Index ETF stock for Q2 2020, up 75% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Materials Index ETF positions in Q2 2020 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q2 2020 was Beaumont Financial Advisors, an estimated $10.4M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q2 2020 was Susquehanna International Group, an estimated $2.35M sold.

Based on aggregated 13F filings for Q2 2020.