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Fidelity MSCI Materials Index ETF

112 hedge funds and large institutions have $199M invested in Fidelity MSCI Materials Index ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

18% more capital invested

Capital invested by funds: $169M → $199M (+$29.6M)

6% more funds holding

Funds holding: 106112 (+6)

1.97% more ownership

Funds ownership: 33.32%35.29% (+2%)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
30
Closed
8
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
51
Strengthening Families & Communities LLC
Massachusetts
$389K -$769 -15 -0.2%
NA
52
NewEdge Advisors
Louisiana
$368K -$6.66K -130 -2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$354K +$69.5K +1,357 +26%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$352K +$333K +6,496 New
SM
55
Sweeney & Michel
California
$343K +$1.08K +21 +0.3%
EFS
56
Essex Financial Services
Connecticut
$333K
BCI
57
Brinker Capital Investments
Pennsylvania
$314K +$12.3K +241 +4%
OPS
58
Orion Portfolio Solutions
Nebraska
$314K +$12.3K +241 +4%
WFS
59
WealthGarden F.S.
California
$310K +$3.48K +68 +1%
RSWM
60
Robertson Stephens Wealth Management
California
$294K
VWM
61
VCI Wealth Management
Missouri
$291K -$359K -7,002 -57%
CWM
62
Congress Wealth Management
Massachusetts
$288K +$272K +5,306 New
BAM
63
Beaumont Asset Management
Texas
$264K -$769 -15 -0.3%
TRCT
64
Tower Research Capital (TRC)
New York
$262K +$230K +4,492 +1,310%
SPC
65
Sigma Planning Corp
Michigan
$256K +$16.9K +330 +8%
KPWS
66
Kestra Private Wealth Services
Texas
$250K -$16.6K -323 -7%
MWM
67
Meridian Wealth Management
Kentucky
$250K +$236K +4,604 New
FTUS
68
Flow Traders U.S.
New York
$249K +$235K +4,590 New
AWS
69
Atria Wealth Solutions
New York
$241K -$2.15K -42 -0.9%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$240K +$10.1K +197 +5%
CWA
71
Centennial Wealth Advisory
Michigan
$237K +$224K +4,377 New
KIM
72
Kestra Investment Management
Texas
$225K +$213K +4,149 New
FIM
73
Freedom Investment Management
Connecticut
$208K +$197K +3,835 New
KAS
74
Kestra Advisory Services
Texas
$206K -$680K -13,277 -78%
UBS Group
75
UBS Group
Switzerland
$203K +$35.5K +692 +23%

FMAT Hedge Fund Activity: Q3 2024 in Review

112 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2024, worth a combined $199M — up 18% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FMAT positions and 8 closed out — a net gain of 8 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.44M. The largest seller was Peak Financial Management, cutting an estimated $5.02M.

  • 112 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $199M of Fidelity MSCI Materials Index ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2024 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2024 was AE Wealth Management, an estimated $5.44M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2024 was Peak Financial Management, an estimated $5.02M sold.

Based on aggregated 13F filings for Q3 2024.