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Fidelity MSCI Materials Index ETF

115 hedge funds and large institutions have $145M invested in Fidelity MSCI Materials Index ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

5% more funds holding

Funds holding: 110115 (+5)

1% more capital invested

Capital invested by funds: $143M → $145M (+$1.45M)

3.43% less ownership

Funds ownership: 30.19%26.76% (-3.4%)

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
40
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$166K -$918K -19,069 -85%
GWM
77
Geneos Wealth Management
Colorado
$118K -$6.93K -144 -6%
UBS Group
78
UBS Group
Switzerland
$93K
SWM
79
Spire Wealth Management
Virginia
$84K +$79.9K +1,659 New
AWM
80
Accel Wealth Management
Iowa
$81K
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$78K +$3.75K +78 +5%
IA
82
IFP Advisors
Florida
$73K +$46.3K +961 +192%
CWP
83
Concord Wealth Partners
Virginia
$72K +$68.5K +1,423 New
CA
84
CoreCap Advisors
Michigan
$56K +$53.7K +1,115 New
EWM
85
EPG Wealth Management
Georgia
$53K +$96 +2 +0.2%
CFD
86
Creative Financial Designs
Indiana
$49K
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$41K -$135K -2,811 -78%
COCM
88
Charter Oak Capital Management
New Hampshire
$41K +$30.1K +625 +342%
MAM
89
Meeder Asset Management
Ohio
$36K
EIP
90
Ellis Investment Partners
Pennsylvania
$35K -$9.63K -200 -22%
ARMC
91
American Research & Management Company
Massachusetts
$35K
NFG
92
Next Financial Group
Texas
$32K +$6.64K +138 +28%
GI
93
Gradient Investments
Minnesota
$28K -$12.8K -266 -32%
Franklin Resources
94
Franklin Resources
California
$25K
EVM
95
Eaton Vance Management
Massachusetts
$20K
AF
96
Advisornet Financial
Minnesota
$15K
CCM
97
Cribstone Capital Management
Maine
$15K
NFSG
98
Newbridge Financial Services Group
Florida
$15K
IAG
99
Investmark Advisory Group
Connecticut
$15K +$15.1K +314 New
BlackRock
100
BlackRock
New York
$13K

FMAT Hedge Fund Activity: Q4 2021 in Review

115 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2021, worth a combined $145M — up 1% from $143M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FMAT positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Lido Advisors, adding an estimated $3.29M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.55M sold.

  • 115 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $145M of Fidelity MSCI Materials Index ETF stock for Q4 2021, up 1% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2021 and 15 closed out, a net change of +10 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $3.29M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2021 was Vicus Capital, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2021.