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Fidelity MSCI Materials Index ETF

116 hedge funds and large institutions have $172M invested in Fidelity MSCI Materials Index ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $160M → $172M (+$11.9M)

6% more funds holding

Funds holding: 109116 (+7)

2.67% more ownership

Funds ownership: 37.26%39.94% (+2.7%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
32
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GWN Securities
Florida
$316K +$65.4K +1,258 +26%
Mariner
52
Mariner
Kansas
$314K -$18.2K -350 -6%
VC
53
Vicus Capital
Pennsylvania
$308K +$44.9K +863 +17%
Citigroup
54
Citigroup
New York
$279K +$33.7K +649 +14%
RSWM
55
Robertson Stephens Wealth Management
California
$277K
SFCL
56
Strengthening Families & Communities LLC
Massachusetts
$276K +$274K +5,273 New
KFG
57
Kingdom Financial Group
Arizona
$273K +$271K +5,215 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$265K -$17.4K -335 -6%
CWA
59
Centennial Wealth Advisory
Michigan
$263K +$16.3K +313 +7%
WFS
60
WealthGarden F.S.
California
$255K +$520 +10 +0.2%
TCM
61
Traynor Capital Management
Pennsylvania
$238K +$236K +4,544 New
ASN
62
Advisory Services Network
Georgia
$228K +$52 +1 +0%
UBS Group
63
UBS Group
Switzerland
$226K -$46.7K -899 -17%
SM
64
Sweeney & Michel
California
$219K -$31.9K -613 -12%
MWM
65
Meridian Wealth Management
Kentucky
$211K +$209K +4,022 New
MIAS
66
Mason Investment Advisory Services
Virginia
$205K +$203K +3,914 New
MHR
67
Matthew Hamilton Rosenberg
$187K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$177K +$75.2K +1,447 +74%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$148K -$19.7K -378 -12%
IA
70
IFP Advisors
Florida
$134K +$208 +4 +0.2%
MCM
71
MAI Capital Management
Ohio
$133K -$624 -12 -0.5%
CI
72
CX Institutional
Indiana
$120K +$18.9K +363 +19%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$116K
S
74
Sachetta
Massachusetts
$113K +$15.9K +306 +17%
TIM
75
Tortoise Investment Management
New York
$112K -$23.4K -450 -17%

FMAT Hedge Fund Activity: Q3 2025 in Review

116 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2025, worth a combined $172M — up 7.5% from $160M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FMAT positions and 10 closed out — a net gain of 11 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.31M. The largest seller was AGF Management, cutting an estimated $2.93M.

  • 116 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2025, up from 109 in Q2 2025.
  • Funds reported $172M of Fidelity MSCI Materials Index ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2025 and 10 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2025 was AE Wealth Management, an estimated $7.31M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2025 was AGF Management, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2025.