We are live on ! Find out more
FMAT icon

Fidelity MSCI Materials Index ETF
FMAT

107 hedge funds and large institutions have $144M invested in Fidelity MSCI Materials Index ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

11% more capital invested

Capital invested by funds: $130M → $144M (+$13.9M)

1.66% more ownership

Funds ownership: 30.27% → 31.93% (+1.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 106 → 107 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
40
Reduced
34
Closed
15
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$25K

Top Buyers

1
VC
Vicus Capital
Pennsylvania
+$11.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.49M
3
Goldman Sachs
Goldman Sachs
New York
+$2.47M
4
OPS
Orion Portfolio Solutions
Nebraska
+$1.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.77M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$6.43M
2
IA
IFP Advisors
Florida
-$2.44M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.97M
5
HAS
HBW Advisory Services
California
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$464K +$466K +10,171 New
BCA
52
Bray Capital Advisors
Florida
$453K – – –
BFM
53
Broadview Financial Management
Wisconsin
$452K -$39.7K -866 -8%
Citadel Advisors
54
Citadel Advisors
Florida
$434K -$95.8K -2,091 -18%
SCA
55
Snowden Capital Advisors
New York
$415K +$7.88K +172 +2%
Mariner
56
Mariner
Kansas
$414K +$26.1K +570 +7%
SS
57
Sunbelt Securities
Texas
$402K +$1.33K +29 +0.3%
RJA
58
Raymond James & Associates
Florida
$390K -$24.4K -533 -6%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$365K +$97.5K +2,127 +36%
NA
60
NewEdge Advisors
Louisiana
$358K +$111K +2,424 +42%
IAIM
61
International Assets Investment Management
Florida
$355K +$278K +6,062 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$302K -$717K -15,650 -70%
TRCT
63
Tower Research Capital (TRC)
New York
$302K -$106K -2,310 -26%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$301K -$1.97M -42,886 -87%
LA
65
Lynch & Associates
Indiana
$299K -$20.2K -440 -6%
AWA
66
Amplius Wealth Advisors
Pennsylvania
$297K +$5.18K +113 +2%
MA
67
Mutual Advisors
Nebraska
$295K -$26.1K -569 -8%
EFS
68
Essex Financial Services
Connecticut
$247K +$248K +5,415 New
PCS
69
Personal CFO Solutions
New Jersey
$239K – – –
BOSSRA
70
B.O.S.S. Retirement Advisors
Utah
$232K -$1.19K -26 -0.5%
WHC
71
Wulff, Hansen & Co
California
$230K – – –
BAM
72
Beaumont Asset Management
Texas
$216K -$214K -4,674 -50%
MHR
73
Matthew Hamilton Rosenberg
$163K – – –
UBS Group
74
UBS Group
Switzerland
$161K -$264K -5,769 -62%
TIM
75
Tortoise Investment Management
New York
$161K – – –
1 2
3
4 5

FMAT Hedge Fund Activity: Q1 2023 in Review

107 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2023, worth a combined $144M — up 11% from $130M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FMAT positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 34 trimmed.

The largest buyer was Vicus Capital, opening a new position worth an estimated $11.7M. The largest seller was Freedom Investment Management, cutting an estimated $6.43M.

  • 107 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2023, up from 106 in Q4 2022.
  • Funds reported $144M of Fidelity MSCI Materials Index ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2023 and 15 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q1 2023 was Vicus Capital, an estimated $11.7M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q1 2023 was Freedom Investment Management, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2023.