We are live on ! Find out more
FMAT icon

Fidelity MSCI Materials Index ETF
FMAT

61 hedge funds and large institutions have $69.6M invested in Fidelity MSCI Materials Index ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

32% more capital invested

Capital invested by funds: $52.6M → $69.6M (+$17.1M)

5.96% more ownership

Funds ownership: 32.79% → 38.76% (+6%)

3% more funds holding

Funds holding: 59 → 61 (+2)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.37M
2
Truist Financial
Truist Financial
North Carolina
+$3.77M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.96M
4
ST
Spinnaker Trust
Maine
+$1.76M
5
Wells Fargo
Wells Fargo
California
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$3.61M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.88M
3
BFM
Broadview Financial Management
Wisconsin
-$964K
4
NR
Newfound Research
Massachusetts
-$937K
5
HAS
HBW Advisory Services
California
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$3.18K -94 -16%
Franklin Resources
52
Franklin Resources
California
$17K – – –
PO
53
Private Ocean
California
$16K – – –
AA
54
Advisory Alpha
Michigan
$14K +$13.3K +395 New
AF
55
Advisornet Financial
Minnesota
$10K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$5K – – –
LB
57
Legacy Bridge
Iowa
$3K – – –
EW
58
Element Wealth
Mississippi
$2K – – –
NFG
59
Next Financial Group
Texas
$2K +$2.2K +65 New
AIL
60
AGF Investments LLC
Ontario, Canada
$1K – – –
HAS
61
HBW Advisory Services
California
– -$500K -16,208 Closed
JWCA
62
J.W. Cole Advisors
Florida
– -$323K -10,488 Closed
CAN
63
Cetera Advisor Networks
California
– -$63K -2,035 Closed
RCA
64
Reitz Capital Advisors
Michigan
– -$25K -800 Closed
PAG
65
Private Advisor Group
New Jersey
– -$21K -667 Closed
GI
66
Gradient Investments
Minnesota
– -$2K -64 Closed
OPS
67
Orion Portfolio Solutions
Nebraska
– -$1K -17 Closed
1 2
3

FMAT Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2020, worth a combined $69.6M — up 32% from $52.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMAT positions and 7 closed out — a net gain of 3 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.37M. The largest seller was Beaumont Financial Advisors, cutting an estimated $3.61M.

  • 61 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2020, up from 59 in Q2 2020.
  • Funds reported $69.6M of Fidelity MSCI Materials Index ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 10 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2020 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $8.37M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2020 was Beaumont Financial Advisors, an estimated $3.61M sold.

Based on aggregated 13F filings for Q3 2020.