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Fidelity MSCI Materials Index ETF
FMAT

106 hedge funds and large institutions have $169M invested in Fidelity MSCI Materials Index ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

0.88% more ownership

Funds ownership: 32.44% → 33.32% (+0.88%)

1% less capital invested

Capital invested by funds: $171M → $169M (-$2.5M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

5% less funds holding

Funds holding: 111 → 106 (-5)

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
40
Reduced
29
Closed
14
Calls
$153K
Puts
–
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$5.63M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.86M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.33M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.25M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
2
LNC
Lincoln National Corp
Pennsylvania
-$795K
3
Osaic Holdings
Osaic Holdings
Arizona
-$575K
4
JP Morgan Chase
JP Morgan Chase
New York
-$505K
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$52.5K +$865 +17 +2%
CAS
77
Coppell Advisory Solutions
Texas
$39.9K +$41.1K +808 New
S
78
Sachetta
Massachusetts
$38.5K +$305 +6 +0.8%
BWP
79
Baldwin Wealth Partners
Massachusetts
$34.6K – – –
CFD
80
Creative Financial Designs
Indiana
$30.9K – – –
GEA
81
Glen Eagle Advisors
New Jersey
$28K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$27.2K +$102 +2 +0.4%
Franklin Resources
83
Franklin Resources
California
$24.7K – – –
FP
84
Financial Perspectives
Minnesota
$23.7K +$102 +2 +0.4%
Citigroup
85
Citigroup
New York
$23.6K +$11K +217 +83%
TRCT
86
Tower Research Capital (TRC)
New York
$17K +$17.4K +343 New
WP
87
WealthShield Partners
North Carolina
$15.8K – – –
AF
88
Advisornet Financial
Minnesota
$14.8K – – –
NFSG
89
Newbridge Financial Services Group
Florida
$14.8K – – –
CFB
90
Cullen/Frost Bankers
Texas
$11.1K +$11.4K +224 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$10.1K – – –
HI
92
Harbour Investments
Wisconsin
$9.64K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$7.71K – – –
CFO
94
CVA Family Office
Colorado
$7.37K – – –
GRP
95
Global Retirement Partners
California
$6.72K – – –
CPBTD
96
Central Pacific Bank - Trust Division
Hawaii
$3.76K – – –
CAM
97
Creekmur Asset Management
Illinois
$3.71K – – –
HWA
98
Heritage Wealth Advisors
Virginia
$3.71K – – –
LFG
99
Larson Financial Group
Missouri
$3.25K +$3.36K +66 New
EW
100
Element Wealth
Mississippi
$2.91K – – –
1 2 3
4
5

FMAT Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q2 2024, worth a combined $169M — down 1.5% from $171M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FMAT and 13 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 40 added.

The largest buyer was AE Wealth Management, adding an estimated $5.63M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.85M sold.

  • 106 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q2 2024, down from 111 in Q1 2024.
  • Funds reported $169M of Fidelity MSCI Materials Index ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Materials Index ETF positions in Q2 2024 and 14 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q2 2024 was AE Wealth Management, an estimated $5.63M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q2 2024 was Susquehanna International Group, an estimated $1.85M sold.

Based on aggregated 13F filings for Q2 2024.