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Fidelity MSCI Materials Index ETF
FMAT

111 hedge funds and large institutions have $171M invested in Fidelity MSCI Materials Index ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

10% more capital invested

Capital invested by funds: $155M → $171M (+$16.1M)

0.07% less ownership

Funds ownership: 32.51% → 32.44% (-0.07%)

4% less funds holding

Funds holding: 116 → 111 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
45
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$2.92M
2
CW
Connectus Wealth
Ohio
+$2.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.67M
4
CA
Cetera Advisors
Colorado
+$1.71M
5
Lido Advisors
Lido Advisors
California
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$6.92M
2
AAS
Avantax Advisory Services
Texas
-$1.71M
3
Morgan Stanley
Morgan Stanley
New York
-$955K
4
FFN
Focus Financial Network
Minnesota
-$778K
5
Citadel Advisors
Citadel Advisors
Florida
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
101
Creekmur Asset Management
Illinois
$3.93K – – –
HWA
102
Heritage Wealth Advisors
Virginia
$3.93K – – –
EW
103
Element Wealth
Mississippi
$3.07K +$49 +1 +2%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$3K – – –
PTC
105
Private Trust Company
Ohio
$2.98K -$632 -13 -19%
LB
106
Legacy Bridge
Iowa
$2.62K -$2.43K -50 -50%
ACA
107
Aptus Capital Advisors
Alabama
$1.1K – – –
SIS
108
Sound Income Strategies
Florida
$995 -$341 -7 -27%
FFA
109
Farther Finance Advisors
California
$732 – – –
PP
110
Pacifica Partners
Canada
$668 – – –
SIC
111
Salem Investment Counselors
North Carolina
$210 – – –
FFN
112
Focus Financial Network
Minnesota
– -$778K -15,960 Closed
Citadel Advisors
113
Citadel Advisors
Florida
– -$659K -13,528 Closed
FTUS
114
Flow Traders U.S.
New York
– -$310K -6,358 Closed
KFG
115
Kingdom Financial Group
Arizona
– -$247K -5,061 Closed
SFC
116
SYM Financial Corp
Indiana
– -$48.7K -1,000 Closed
SHIM
117
Stone House Investment Management
Pennsylvania
– -$23.1K -474 Closed
TRCT
118
Tower Research Capital (TRC)
New York
– -$17.9K -368 Closed
LCM
119
Logan Capital Management
Pennsylvania
– -$7.31K -150 Closed
LFG
120
Larson Financial Group
Missouri
– -$3.95K -81 Closed
RCM
121
Raleigh Capital Management
North Carolina
– -$3.56K -73 Closed
BFPW
122
BOK Financial Private Wealth
Colorado
– -$2K -41 Closed
FMTCOCP
123
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$2K -35 Closed
GI
124
Gradient Investments
Minnesota
– -$150 -3 Closed
1 2 3 4
5

FMAT Hedge Fund Activity: Q1 2024 in Review

111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2024, worth a combined $171M — up 10% from $155M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FMAT and 9 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was AE Wealth Management, adding an estimated $2.92M. The largest seller was Osaic Holdings, cutting an estimated $6.92M.

  • 111 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $171M of Fidelity MSCI Materials Index ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 9 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2024 and 13 closed out, a net change of -4 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q1 2024 was AE Wealth Management, an estimated $2.92M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q1 2024 was Osaic Holdings, an estimated $6.92M sold.

Based on aggregated 13F filings for Q1 2024.