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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

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
Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
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

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$36.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.13M
4
AM
4
AGF Management
Ontario, Canada
$3.49M
5
AAS
5
Avantax Advisory Services
Texas
$1.62M

Top Sellers

1
PFM
1
Peak Financial Management
Massachusetts
$2.78M
2
Prudential Financial
2
Prudential Financial
New Jersey
$0
3
KAS
3
Kestra Advisory Services
Texas
$206K
4
LPL Financial
4
LPL Financial
California
$5.64M
5
AI
5
Atria Investments
North Carolina
$650K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
76
Matthew Hamilton Rosenberg
$194K – – –
TIM
77
Tortoise Investment Management
New York
$185K – – –
PFA
78
Pathway Financial Advisers
Indiana
$158K -$8.94K -165 -5%
Citigroup
79
Citigroup
New York
$125K +$98.9K +1,824 +382%
Comerica Bank
80
Comerica Bank
Texas
$117K +$4.61K +85 +4%
IA
81
IFP Advisors
Florida
$81.4K – – –
CWP
82
Concord Wealth Partners
Virginia
$71.3K -$2.76K -51 -4%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$65K +$64.5K +1,182 +11,820%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$57K -$488 -9 -0.8%
CAS
85
Coppell Advisory Solutions
Texas
$44.2K +$163 +3 +0.4%
BWP
86
Baldwin Wealth Partners
Massachusetts
$37.9K – – –
CFB
87
Cullen/Frost Bankers
Texas
$37.8K +$25.6K +473 +211%
S
88
Sachetta
Massachusetts
$36.2K -$4.23K -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 +$54 +1 +0.2%
Franklin Resources
92
Franklin Resources
California
$27.2K – – –
FP
93
Financial Perspectives
Minnesota
$26.1K +$108 +2 +0.4%
SMA
94
Sage Mountain Advisors
Georgia
$20.3K +$20.3K +374 New
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$18.8K +$18.8K +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 +$13.4K +248 New
HI
99
Harbour Investments
Wisconsin
$10.6K – – –
CFGS
100
Concourse Financial Group Securities
Alabama
$8.46K – – –
1 2 3
4
5