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Fidelity MSCI Materials Index ETF

112 hedge funds and large institutions have $199M invested in Fidelity MSCI Materials Index ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

18% more capital invested

Capital invested by funds: $169M → $199M (+$29.6M)

6% more funds holding

Funds holding: 106112 (+6)

1.97% more ownership

Funds ownership: 33.32%35.29% (+2%)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
30
Closed
8
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
76
Matthew Hamilton Rosenberg
$194K
TIM
77
Tortoise Investment Management
New York
$185K
PFA
78
Pathway Financial Advisers
Indiana
$158K -$8.46K -165 -5%
Citigroup
79
Citigroup
New York
$125K +$93.5K +1,824 +382%
Comerica Bank
80
Comerica Bank
Texas
$117K +$4.36K +85 +4%
IA
81
IFP Advisors
Florida
$81.4K
CWP
82
Concord Wealth Partners
Virginia
$71.3K -$2.61K -51 -4%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$65K +$60.6K +1,182 +11,820%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$57K -$461 -9 -0.8%
CAS
85
Coppell Advisory Solutions
Texas
$44.2K +$154 +3 +0.4%
BWP
86
Baldwin Wealth Partners
Massachusetts
$37.9K
CFB
87
Cullen/Frost Bankers
Texas
$37.8K +$24.2K +473 +211%
S
88
Sachetta
Massachusetts
$36.2K -$4K -78 -10%
CFD
89
Creative Financial Designs
Indiana
$33.9K
GEA
90
Glen Eagle Advisors
New Jersey
$30.7K
SPIA
91
Steward Partners Investment Advisory
New York
$29.9K +$51 +1 +0.2%
Franklin Resources
92
Franklin Resources
California
$27.2K
FP
93
Financial Perspectives
Minnesota
$26.1K +$102 +2 +0.4%
SMA
94
Sage Mountain Advisors
Georgia
$20.3K +$19.2K +374 New
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$18.8K +$17.7K +345 New
WP
96
WealthShield Partners
North Carolina
$17.3K
AF
97
Advisornet Financial
Minnesota
$16.3K
SIS
98
Sound Income Strategies
Florida
$13.4K +$12.7K +248 New
HI
99
Harbour Investments
Wisconsin
$10.6K
CFGS
100
Concourse Financial Group Securities
Alabama
$8.46K

FMAT Hedge Fund Activity: Q3 2024 in Review

112 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2024, worth a combined $199M — up 18% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FMAT positions and 8 closed out — a net gain of 8 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.44M. The largest seller was Peak Financial Management, cutting an estimated $5.02M.

  • 112 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $199M of Fidelity MSCI Materials Index ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2024 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2024 was AE Wealth Management, an estimated $5.44M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2024 was Peak Financial Management, an estimated $5.02M sold.

Based on aggregated 13F filings for Q3 2024.