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Fidelity MSCI Materials Index ETF

116 hedge funds and large institutions have $155M invested in Fidelity MSCI Materials Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
35
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
51
Robertson Stephens Wealth Management
California
$327K +$327K +6,704 New
Prudential Financial
52
Prudential Financial
New Jersey
$311K +$90.4K +1,854 +41%
EFS
53
Essex Financial Services
Connecticut
$310K +$49 +1 +0%
FTUS
54
Flow Traders U.S.
New York
$310K +$310K +6,358 New
KPWS
55
Kestra Private Wealth Services
Texas
$307K -$3.85K -79 -1%
NA
56
NewEdge Advisors
Louisiana
$298K +$31.8K +653 +12%
MA
57
Mutual Advisors
Nebraska
$276K +$439 +9 +0.2%
BOSSRA
58
B.O.S.S. Retirement Advisors
Utah
$275K +$275K +5,642 New
OPS
59
Orion Portfolio Solutions
Nebraska
$270K -$2.3M -47,889 -90%
BCI
60
Brinker Capital Investments
Pennsylvania
$270K -$2.3M -47,889 -90%
LNC
61
Lincoln National Corp
Pennsylvania
$254K -$814K -16,699 -76%
KFG
62
Kingdom Financial Group
Arizona
$247K +$247K +5,061 New
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$242K -$39.2K -804 -14%
BAM
64
Beaumont Asset Management
Texas
$235K +$2.19K +45 +0.9%
BFM
65
Broadview Financial Management
Wisconsin
$228K -$253K -5,189 -53%
SPC
66
Sigma Planning Corp
Michigan
$217K -$382K -7,827 -64%
MHR
67
Matthew Hamilton Rosenberg
$174K
PFA
68
Pathway Financial Advisers
Indiana
$165K +$5.9K +121 +4%
UBS Group
69
UBS Group
Switzerland
$139K +$9.21K +189 +7%
TIM
70
Tortoise Investment Management
New York
$130K -$39.7K -815 -23%
PO
71
Private Ocean
California
$108K +$487 +10 +0.5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$102K -$247K -5,043 -71%
Comerica Bank
73
Comerica Bank
Texas
$96.7K +$2.39K +49 +3%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$88.1K -$29.6K -607 -25%
CWP
75
Concord Wealth Partners
Virginia
$68.7K -$439 -9 -0.6%