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Fidelity MSCI Materials Index ETF

111 hedge funds and large institutions have $171M invested in Fidelity MSCI Materials Index ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$372K -$11.6K -221 -3%
NA
52
NewEdge Advisors
Louisiana
$357K +$36.5K +697 +11%
RSWM
53
Robertson Stephens Wealth Management
California
$349K -$2.46K -47 -0.7%
OPS
54
Orion Portfolio Solutions
Nebraska
$346K +$52.3K +998 +18%
BCI
55
Brinker Capital Investments
Pennsylvania
$346K +$52.3K +998 +18%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$330K -$27.3K -522 -8%
EFS
57
Essex Financial Services
Connecticut
$321K -$12.3K -234 -4%
SM
58
Sweeney & Michel
California
$320K +$320K +6,174 New
AAS
59
Avantax Advisory Services
Texas
$283K -$1.85M -35,253 -87%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$282K +$282K +5,394 New
BOSSRA
61
B.O.S.S. Retirement Advisors
Utah
$271K -$4.05K -83 -1%
SAW
62
Signal Advisors Wealth
Michigan
$255K +$255K +4,867 New
BAM
63
Beaumont Asset Management
Texas
$255K +$1.78K +34 +0.7%
KPWS
64
Kestra Private Wealth Services
Texas
$252K -$77.9K -1,488 -24%
FIM
65
Freedom Investment Management
Connecticut
$250K -$127K -2,424 -34%
BFM
66
Broadview Financial Management
Wisconsin
$245K +$471 +9 +0.2%
AWS
67
Atria Wealth Solutions
New York
$225K +$225K +4,290 New
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$221K -$38.8K -740 -15%
MHR
69
Matthew Hamilton Rosenberg
$187K
TIM
70
Tortoise Investment Management
New York
$182K +$42.7K +815 +31%
PFA
71
Pathway Financial Advisers
Indiana
$169K -$8.7K -166 -5%
UBS Group
72
UBS Group
Switzerland
$157K +$7.02K +134 +5%
Comerica Bank
73
Comerica Bank
Texas
$111K +$6.65K +127 +6%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$110K +$942 +18 +0.9%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$94.7K