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Fidelity MSCI Materials Index ETF

111 hedge funds and large institutions have $193M invested in Fidelity MSCI Materials Index ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

1.7% more ownership

Funds ownership: 35.29%37% (+1.7%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 112111 (-1)

3% less capital invested

Capital invested by funds: $199M → $193M (-$5.08M)

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
39
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$51.3K +$686 +13 +1%
CWP
77
Concord Wealth Partners
Virginia
$50.2K -$14.5K -274 -21%
GRP
78
Global Retirement Partners
California
$39.2K +$35.7K +677 +498%
CAS
79
Coppell Advisory Solutions
Texas
$35.3K -$3.9K -74 -9%
DRP
80
Decker Retirement Planning
Utah
$33.2K +$36.4K +689 New
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$33.1K +$18K +342 +99%
CFD
82
Creative Financial Designs
Indiana
$30.2K
GEA
83
Glen Eagle Advisors
New Jersey
$27.3K
SPIA
84
Steward Partners Investment Advisory
New York
$26.6K +$53 +1 +0.2%
Franklin Resources
85
Franklin Resources
California
$24.1K
FP
86
Financial Perspectives
Minnesota
$23.3K +$106 +2 +0.4%
LDB
87
Lee, Danner & Bass
Tennessee
$23K +$25.2K +478 New
SMA
88
Sage Mountain Advisors
Georgia
$18K
WP
89
WealthShield Partners
North Carolina
$15.4K
AF
90
Advisornet Financial
Minnesota
$14.5K
PFT
91
Providence First Trust
Arizona
$11.1K +$12.1K +230 New
HI
92
Harbour Investments
Wisconsin
$9.4K
PCA
93
PMV Capital Advisers
Texas
$9.11K +$9.97K +189 New
CFO
94
CVA Family Office
Colorado
$7.18K
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$7.02K +$7.7K +146 New
Jones Financial Companies
96
Jones Financial Companies
Missouri
$6.37K
RF
97
Roxbury Financial
New Jersey
$5.81K +$5.59K +106 New
AF
98
Allworth Financial
California
$5.38K +$5.59K +106 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$4.82K
NFSG
100
Newbridge Financial Services Group
Florida
$4.82K +$5.28K +100 New

FMAT Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2024, worth a combined $193M — down 2.6% from $199M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FMAT positions and 17 closed out — a net gain of 1 holder — while 39 added to existing stakes and 32 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.05M. The largest seller was Advisory Services Network, cutting an estimated $2.28M.

  • 111 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2024, down from 112 in Q3 2024.
  • Funds reported $193M of Fidelity MSCI Materials Index ETF stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2024 was AE Wealth Management, an estimated $7.05M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2024 was Advisory Services Network, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.