We are live on ! Find out more
FMAT icon

Fidelity MSCI Materials Index ETF

111 hedge funds and large institutions have $193M invested in Fidelity MSCI Materials Index ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

1.7% more ownership

Funds ownership: 35.29%37% (+1.7%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 112111 (-1)

3% less capital invested

Capital invested by funds: $199M → $193M (-$5.08M)

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
39
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWM
51
KDK Private Wealth Management
Texas
$366K +$401K +7,602 New
AI
52
Atria Investments
North Carolina
$355K -$244K -4,630 -39%
NA
53
NewEdge Advisors
Louisiana
$328K +$528 +10 +0.1%
BCI
54
Brinker Capital Investments
Pennsylvania
$312K +$36.1K +685 +12%
OPS
55
Orion Portfolio Solutions
Nebraska
$312K +$36.1K +685 +12%
MML Investors Services
56
MML Investors Services
Massachusetts
$311K -$71.3K -1,351 -17%
EFS
57
Essex Financial Services
Connecticut
$296K
WFS
58
WealthGarden F.S.
California
$279K +$3.32K +63 +1%
RSWM
59
Robertson Stephens Wealth Management
California
$261K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$233K -$89.6K -1,698 -26%
BAM
61
Beaumont Asset Management
Texas
$231K -$3.69K -70 -1%
CWA
62
Centennial Wealth Advisory
Michigan
$222K +$11.7K +221 +5%
KAS
63
Kestra Advisory Services
Texas
$219K +$39K +740 +19%
KIM
64
Kestra Investment Management
Texas
$209K +$10.2K +194 +5%
KPWS
65
Kestra Private Wealth Services
Texas
$206K -$17.5K -331 -7%
MHR
66
Matthew Hamilton Rosenberg
$172K
TIM
67
Tortoise Investment Management
New York
$165K
UBS Group
68
UBS Group
Switzerland
$140K -$44K -834 -22%
PFA
69
Pathway Financial Advisers
Indiana
$140K -$422 -8 -0.3%
MCM
70
MAI Capital Management
Ohio
$123K +$134K +2,543 New
Comerica Bank
71
Comerica Bank
Texas
$105K +$1.11K +21 +1%
IA
72
IFP Advisors
Florida
$72.5K +$106 +2 +0.1%
CFB
73
Cullen/Frost Bankers
Texas
$71K +$40.9K +776 +111%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$61K +$3.38K +64 +5%
SIS
75
Sound Income Strategies
Florida
$55.1K +$47.2K +895 +361%

FMAT Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2024, worth a combined $193M — down 2.6% from $199M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FMAT positions and 17 closed out — a net gain of 1 holder — while 39 added to existing stakes and 32 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.05M. The largest seller was Advisory Services Network, cutting an estimated $2.28M.

  • 111 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2024, down from 112 in Q3 2024.
  • Funds reported $193M of Fidelity MSCI Materials Index ETF stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2024 was AE Wealth Management, an estimated $7.05M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2024 was Advisory Services Network, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.