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Fidelity MSCI Materials Index ETF

67 hedge funds and large institutions have $93.9M invested in Fidelity MSCI Materials Index ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

35% more capital invested

Capital invested by funds: $69.6M → $93.9M (+$24.2M)

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

10% more funds holding

Funds holding: 6167 (+6)

1.01% less ownership

Funds ownership: 38.76%37.75% (-1%)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
51
Retirement Group
California
$60K
IA
52
IFP Advisors
Florida
$49K +$75 +2 +0.2%
ARMC
53
American Research & Management Company
Massachusetts
$28K
PC
54
Permanens Capital
New York
$28K +$26.3K +700 New
SFS
55
Sowell Financial Services
Arkansas
$22K
CCM
56
Cribstone Capital Management
Maine
$22K +$20.8K +554 New
Franklin Resources
57
Franklin Resources
California
$20K
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$19K
PO
59
Private Ocean
California
$19K
AF
60
Advisornet Financial
Minnesota
$12K
AWA
61
Arkadios Wealth Advisors
Georgia
$7K +$7.01K +187 New
CFGS
62
Concourse Financial Group Securities
Alabama
$6K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +160 New
LB
64
Legacy Bridge
Iowa
$4K
NFG
65
Next Financial Group
Texas
$3K +$788 +21 +32%
EW
66
Element Wealth
Mississippi
$2K
AIL
67
AGF Investments LLC
Ontario, Canada
$1K
NR
68
Newfound Research
Massachusetts
-$1.1M -32,129 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$927K -26,981 Closed
TRCT
70
Tower Research Capital (TRC)
New York
-$240K -6,974 Closed
SW
71
SVB Wealth
Massachusetts
-$234K -6,809 Closed
IAIM
72
International Assets Investment Management
Florida
-$206K -3,265 Closed
AA
73
Advisory Alpha
Michigan
-$14K -395 Closed

FMAT Hedge Fund Activity: Q4 2020 in Review

67 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2020, worth a combined $93.9M — up 35% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FMAT positions and 7 closed out — a net gain of 6 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.96M. The largest seller was Beaumont Financial Advisors, cutting an estimated $1.71M.

  • 67 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2020, up from 61 in Q3 2020.
  • Funds reported $93.9M of Fidelity MSCI Materials Index ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2020 and 7 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $5.96M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2020 was Beaumont Financial Advisors, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2020.