We are live on ! Find out more
FMAT icon

Fidelity MSCI Materials Index ETF

110 hedge funds and large institutions have $202M invested in Fidelity MSCI Materials Index ETF in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

82% more capital invested

Capital invested by funds: $111M → $202M (+$90.7M)

56% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 27

20% more funds holding

Funds holding: 92110 (+18)

6.82% more ownership

Funds ownership: 27.8%34.62% (+6.8%)

Holders
110
Holders Change
+18
Holders Change %
+19.57%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
42
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
76
Matthew Hamilton Rosenberg
$165K
TIM
77
Tortoise Investment Management
New York
$164K -$14.2K -300 -8%
JPLA
78
Joseph P. Lucia & Associates
New York
$151K +$154K +3,267 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$146K -$128K -2,720 -46%
GWM
80
Geneos Wealth Management
Colorado
$116K
UBS Group
81
UBS Group
Switzerland
$86K +$94 +2 +0.1%
Simplex Trading
82
Simplex Trading
Illinois
$83K +$22.6K +479 +36%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$80K +$9.54K +202 +13%
AWM
84
Accel Wealth Management
Iowa
$75K -$236 -5 -0.3%
RG
85
Retirement Group
California
$69K
AWA
86
Arkadios Wealth Advisors
Georgia
$60K +$49.8K +1,055 +407%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$28.5K +604 +137%
CFD
88
Creative Financial Designs
Indiana
$45K
MAM
89
Meeder Asset Management
Ohio
$33K
ARMC
90
American Research & Management Company
Massachusetts
$32K
PC
91
Permanens Capital
New York
$32K
GI
92
Gradient Investments
Minnesota
$31K -$16.5K -350 -34%
Barclays
93
Barclays
United Kingdom
$31K +$31.3K +662 New
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$28K +$28.3K +600 New
CCM
95
Cribstone Capital Management
Maine
$26K
IA
96
IFP Advisors
Florida
$23K -$19.6K -415 -45%
NFG
97
Next Financial Group
Texas
$23K -$4.34K -92 -16%
Franklin Resources
98
Franklin Resources
California
$23K
EIP
99
Ellis Investment Partners
Pennsylvania
$23K +$9.54K +202 +67%
WP
100
WealthShield Partners
North Carolina
$15K

FMAT Hedge Fund Activity: Q2 2021 in Review

110 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q2 2021, worth a combined $202M — up 82% from $111M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMAT positions and 9 closed out — a net gain of 18 holders — while 42 added to existing stakes and 27 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $42.3M. The largest seller was Beaumont Financial Advisors, cutting an estimated $6.21M.

  • 110 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q2 2021, up from 92 in Q1 2021.
  • Funds reported $202M of Fidelity MSCI Materials Index ETF stock for Q2 2021, up 82% quarter-over-quarter.
  • 27 funds opened new Fidelity MSCI Materials Index ETF positions in Q2 2021 and 9 closed out, a net change of +18 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $42.3M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q2 2021 was Beaumont Financial Advisors, an estimated $6.21M sold.

Based on aggregated 13F filings for Q2 2021.