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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

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
Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
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

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$36.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.13M
4
AM
4
AGF Management
Ontario, Canada
$3.49M
5
AAS
5
Avantax Advisory Services
Texas
$1.62M

Top Sellers

1
PFM
1
Peak Financial Management
Massachusetts
$2.78M
2
Prudential Financial
2
Prudential Financial
New Jersey
$0
3
KAS
3
Kestra Advisory Services
Texas
$206K
4
LPL Financial
4
LPL Financial
California
$5.64M
5
AI
5
Atria Investments
North Carolina
$650K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFCL
51
Strengthening Families & Communities LLC
Massachusetts
$389K -$813 -15 -0.2%
NA
52
NewEdge Advisors
Louisiana
$368K -$7.05K -130 -2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$354K +$73.5K +1,357 +26%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$352K +$352K +6,496 New
SM
55
Sweeney & Michel
California
$343K +$1.16K +21 +0.3%
EFS
56
Essex Financial Services
Connecticut
$333K – – –
OPS
57
Orion Portfolio Solutions
Nebraska
$314K +$13.1K +241 +4%
BCI
58
Brinker Capital Investments
Pennsylvania
$314K +$13.1K +241 +4%
WFS
59
WealthGarden F.S.
California
$310K +$3.69K +68 +1%
RSWM
60
Robertson Stephens Wealth Management
California
$294K – – –
VWM
61
VCI Wealth Management
Missouri
$291K -$380K -7,002 -57%
CWM
62
Congress Wealth Management
Massachusetts
$288K +$288K +5,306 New
BAM
63
Beaumont Asset Management
Texas
$264K -$813 -15 -0.3%
TRCT
64
Tower Research Capital (TRC)
New York
$262K +$243K +4,492 +1,310%
SPC
65
Sigma Planning Corp
Michigan
$256K +$17.9K +330 +8%
KPWS
66
Kestra Private Wealth Services
Texas
$250K -$17.5K -323 -7%
MWM
67
Meridian Wealth Management
Kentucky
$250K +$250K +4,604 New
FTUS
68
Flow Traders U.S.
New York
$249K +$249K +4,590 New
AWS
69
Atria Wealth Solutions
New York
$241K -$2.28K -42 -0.9%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$240K +$10.6K +197 +5%
CWA
71
Centennial Wealth Advisory
Michigan
$237K +$237K +4,377 New
KIM
72
Kestra Investment Management
Texas
$225K +$225K +4,149 New
FIM
73
Freedom Investment Management
Connecticut
$208K +$208K +3,835 New
KAS
74
Kestra Advisory Services
Texas
$206K -$720K -13,277 -78%
UBS Group
75
UBS Group
Switzerland
$203K +$37.5K +692 +23%
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