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Fidelity MSCI Materials Index ETF

105 hedge funds and large institutions have $144M invested in Fidelity MSCI Materials Index ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

7% more funds holding

Funds holding: 98105 (+7)

0.45% more ownership

Funds ownership: 31.51%31.96% (+0.45%)

0% more capital invested

Capital invested by funds: $143M → $144M (+$614K)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bray Capital Advisors
Florida
$439K
SCA
52
Snowden Capital Advisors
New York
$436K -$6.11K -132 -1%
BFM
53
Broadview Financial Management
Wisconsin
$436K -$3.98K -86 -0.9%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$399K -$116K -2,515 -22%
Mariner
55
Mariner
Kansas
$372K -$34.7K -749 -8%
SM
56
Sweeney & Michel
California
$371K -$68.2K -1,475 -15%
FPGK
57
Financial Partners Group (Kansas)
Kansas
$360K -$85.8K -1,854 -18%
LA
58
Lynch & Associates
Indiana
$321K +$15.3K +331 +5%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$315K +$70.9K +1,533 +27%
SFCL
60
Strengthening Families & Communities LLC
Massachusetts
$305K +$35.3K +762 +12%
KPWS
61
Kestra Private Wealth Services
Texas
$282K -$670K -14,476 -69%
EFS
62
Essex Financial Services
Connecticut
$281K +$295K +6,369 New
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$255K +$267K +5,762 New
MA
64
Mutual Advisors
Nebraska
$250K -$8.79K -190 -3%
NA
65
NewEdge Advisors
Louisiana
$242K -$5.78K -125 -2%
PCS
66
Personal CFO Solutions
New Jersey
$232K
BAM
67
Beaumont Asset Management
Texas
$211K +$3.61K +78 +2%
Prudential Financial
68
Prudential Financial
New Jersey
$200K +$210K +4,532 New
MHR
69
Matthew Hamilton Rosenberg
$158K
TIM
70
Tortoise Investment Management
New York
$154K
PFA
71
Pathway Financial Advisers
Indiana
$145K +$151K +3,273 New
UBS Group
72
UBS Group
Switzerland
$118K +$36.1K +781 +41%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$107K -$39.2K -848 -26%
SFC
74
SYM Financial Corp
Indiana
$104K +$109K +2,350 New
PO
75
Private Ocean
California
$97.5K -$2.27K -49 -2%

FMAT Hedge Fund Activity: Q3 2023 in Review

105 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2023, worth a combined $144M — up 0.43% from $143M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FMAT positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.84M. The largest seller was Goldman Sachs, cutting an estimated $2.31M.

  • 105 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2023, up from 98 in Q2 2023.
  • Funds reported $144M of Fidelity MSCI Materials Index ETF stock for Q3 2023, up 0.43% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2023 was Osaic Holdings, an estimated $3.84M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2023 was Goldman Sachs, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2023.