FMAT icon

Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

98 hedge funds and large institutions have $143M invested in Fidelity MSCI Materials Index ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.45M
2
AWM
2
AE Wealth Management
Kansas
$12.3M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$3.95M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$3.95M
5
CAC
5
Certified Advisory Corp
Florida
$1.72M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.81M
4
KAS
4
Kestra Advisory Services
Texas
$611K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
51
Broadview Financial Management
Wisconsin
$464K +$1.68K +36 +0.4%
BCA
52
Bray Capital Advisors
Florida
$464K – – –
Mariner
53
Mariner
Kansas
$428K +$3.31K +71 +0.8%
IAIM
54
International Assets Investment Management
Florida
$367K -$27.4K -422 -7%
LA
55
Lynch & Associates
Indiana
$324K +$17.8K +381 +6%
SFCL
56
Strengthening Families & Communities LLC
Massachusetts
$286K -$5.18K -111 -2%
MA
57
Mutual Advisors
Nebraska
$272K -$29.8K -639 -10%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$270K -$39.5K -848 -13%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$261K +$150K +3,208 +134%
NA
60
NewEdge Advisors
Louisiana
$261K -$119K -2,559 -31%
LNC
61
Lincoln National Corp
Pennsylvania
$251K -$555K -11,886 -69%
PCS
62
Personal CFO Solutions
New Jersey
$245K – – –
BOSSRA
63
B.O.S.S. Retirement Advisors
Utah
$232K -$5.93K -127 -2%
BAM
64
Beaumont Asset Management
Texas
$220K -$1.17K -25 -0.5%
KFG
65
Kingdom Financial Group
Arizona
$217K +$217K +4,656 New
TPA
66
Trivium Point Advisory
Connecticut
$205K +$205K +4,393 New
MHR
67
Matthew Hamilton Rosenberg
$167K – – –
TIM
68
Tortoise Investment Management
New York
$162K -$2.1K -45 -1%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$160K +$134K +2,735 +518%
PO
70
Private Ocean
California
$105K +$513 +11 +0.5%
UBS Group
71
UBS Group
Switzerland
$88K -$77K -1,650 -47%
CWP
72
Concord Wealth Partners
Virginia
$66.2K +$280 +6 +0.4%
IA
73
IFP Advisors
Florida
$57.8K +$1.12K +24 +2%
CAS
74
Coppell Advisory Solutions
Texas
$55.4K +$55.4K +1,200 New
RG
75
Retirement Group
California
$50.2K +$384 +8 +0.8%
1 2
3
4 5