Fidelity MSCI Materials Index ETF
FMAT
105 hedge funds and large institutions have $144M invested in Fidelity MSCI Materials Index ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
7% more funds holding
Funds holding: 98 → 105 (+7)
0.45% more ownership
Funds ownership: 31.51% → 31.96% (+0.45%)
0% more capital invested
Capital invested by funds: $143M → $144M (+$614K)
6% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.84M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.95M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.58M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.31M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.44M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.44M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$889K |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$745K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
101
Farther Finance Advisors
San Francisco,
California
| $1.15K | – | – | – |
|
|
ACA
102
Aptus Capital Advisors
Fairhope,
Alabama
| $928 | – | – | – |
|
|
SIC
103
Salem Investment Counselors
Winston Salem,
North Carolina
| $177 | +$185 | +4 | New |
|
|
GI
104
Gradient Investments
Arden Hills,
Minnesota
| $135 | – | – | – |
|
|
PG
105
Prostatis Group
Hanover,
Maryland
| – | -$50K | -50,028 | Closed |
|
|
HAS
106
HBW Advisory Services
Simi Valley,
California
| – | -$745K | -15,977 | Closed |
|
|
IAIM
107
International Assets Investment Management
Orlando,
Florida
| – | -$367K | -5,640 | Closed |
|
|
BOSSRA
108
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$232K | -4,969 | Closed |
|
|
KFG
109
Kingdom Financial Group
Peoria,
Arizona
| – | -$217K | -4,656 | Closed |
|
|
TPA
110
Trivium Point Advisory
Westport,
Connecticut
| – | -$205K | -4,393 | Closed |
|
|
NC
111
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$14.3K | -307 | Closed |
|
112
Simplex Trading
Chicago,
Illinois
| – | +$231 | +5 | New |
|
FMAT Hedge Fund Activity: Q3 2023 in Review
105 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2023, worth a combined $144M — up 0.43% from $143M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FMAT positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 35 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.84M. The largest seller was Goldman Sachs, cutting an estimated $2.31M.
- 105 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2023, up from 98 in Q2 2023.
- Funds reported $144M of Fidelity MSCI Materials Index ETF stock for Q3 2023, up 0.43% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Materials Index ETF buyer in Q3 2023 was Osaic Holdings, an estimated $3.84M added.
- The largest Fidelity MSCI Materials Index ETF seller in Q3 2023 was Goldman Sachs, an estimated $2.31M sold.
Based on aggregated 13F filings for Q3 2023.