We are live on ! Find out more
FMAT icon

Fidelity MSCI Materials Index ETF

92 hedge funds and large institutions have $111M invested in Fidelity MSCI Materials Index ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

37% more funds holding

Funds holding: 6792 (+25)

18% more capital invested

Capital invested by funds: $93.9M → $111M (+$17.2M)

9.95% less ownership

Funds ownership: 37.75%27.8% (-9.9%)

Holders
92
Holders Change
+25
Holders Change %
+37.31%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
30
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$260K +$165K +3,911 +199%
KPWS
52
Kestra Private Wealth Services
Texas
$248K +$236K +5,600 New
HighTower Advisors
53
HighTower Advisors
Illinois
$244K -$67.3K -1,600 -23%
SAM
54
Secure Asset Management
Michigan
$242K -$19.6K -467 -8%
SS
55
Sunbelt Securities
Texas
$220K +$210K +4,980 New
FA
56
FMA Advisory
Pennsylvania
$218K -$7.7K -183 -4%
MFM
57
Mirsky Financial Management
New York
$206K +$195K +4,645 New
TIM
58
Tortoise Investment Management
New York
$170K
CAC
59
Certified Advisory Corp
Florida
$161K +$154K +3,649 New
MHR
60
Matthew Hamilton Rosenberg
$158K
GWM
61
Geneos Wealth Management
Colorado
$115K
HI
62
Harbour Investments
Wisconsin
$86K +$81.6K +1,939 New
UBS Group
63
UBS Group
Switzerland
$82K
AWM
64
Accel Wealth Management
Iowa
$72K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$68K +$64.5K +1,534 New
RG
66
Retirement Group
California
$66K
Simplex Trading
67
Simplex Trading
Illinois
$59K +$56.2K +1,335 New
SFS
68
Sowell Financial Services
Arkansas
$47K +$17K +404 +73%
SWM
69
Spire Wealth Management
Virginia
$45K +$42.1K +1,000 New
GI
70
Gradient Investments
Minnesota
$45K +$43.2K +1,026 New
CFD
71
Creative Financial Designs
Indiana
$43K -$115K -2,723 -74%
IA
72
IFP Advisors
Florida
$40K -$12.5K -298 -25%
MAM
73
Meeder Asset Management
Ohio
$32K +$30K +712 New
ARMC
74
American Research & Management Company
Massachusetts
$31K
PC
75
Permanens Capital
New York
$31K

FMAT Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2021, worth a combined $111M — up 18% from $93.9M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FMAT positions and 4 closed out — a net gain of 25 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.86M. The largest seller was Envestnet Asset Management, cutting an estimated $7.23M.

  • 92 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2021, up from 67 in Q4 2020.
  • Funds reported $111M of Fidelity MSCI Materials Index ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2021 and 4 closed out, a net change of +25 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $3.86M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $7.23M sold.

Based on aggregated 13F filings for Q1 2021.