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Fidelity MSCI Materials Index ETF
FMAT

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: 112 → 111 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$7.05M
2
CWM
Congress Wealth Management
Massachusetts
+$1.98M
3
MWM
Modern Wealth Management
Kansas
+$1.9M
4
S
Sachetta
Massachusetts
+$1.88M
5
TAM
Tocqueville Asset Management
New York
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$2.28M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.82M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
101
Central Pacific Bank - Trust Division
Hawaii
$3.66K – – –
HWA
102
Heritage Wealth Advisors
Virginia
$3.61K – – –
EW
103
Element Wealth
Mississippi
$2.86K – – –
PTC
104
Private Trust Company
Ohio
$2.84K – – –
LB
105
Legacy Bridge
Iowa
$2.41K – – –
PWA
106
Physician Wealth Advisors
Utah
$2.41K +$2.64K +50 New
CAWM
107
Capital A Wealth Management
Pennsylvania
$916 +$1K +19 New
HWM
108
HighMark Wealth Management
Minnesota
$541 +$580 +11 New
FFA
109
Farther Finance Advisors
California
$386 -$317 -6 -43%
SIC
110
Salem Investment Counselors
North Carolina
$193 – – –
TRCT
111
Tower Research Capital (TRC)
New York
$48 -$255K -4,834 -100%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
– -$2.13M -39,289 Closed
Citadel Advisors
113
Citadel Advisors
Florida
– -$1.82M -33,526 Closed
BFA
114
Beaumont Financial Advisors
Massachusetts
– -$1.48M -27,216 Closed
CI
115
CX Institutional
Indiana
– -$1.2M -22,190 Closed
BOSSRA
116
B.O.S.S. Retirement Advisors
Utah
– -$653K -12,055 Closed
SFCL
117
Strengthening Families & Communities LLC
Massachusetts
– -$389K -7,168 Closed
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
– -$352K -6,496 Closed
VWM
119
VCI Wealth Management
Missouri
– -$291K -5,365 Closed
SPC
120
Sigma Planning Corp
Michigan
– -$256K -4,728 Closed
MWM
121
Meridian Wealth Management
Kentucky
– -$250K -4,604 Closed
FTUS
122
Flow Traders U.S.
New York
– -$249K -4,590 Closed
AWS
123
Atria Wealth Solutions
New York
– -$241K -4,453 Closed
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
– -$240K -4,448 Closed
FIM
125
Freedom Investment Management
Connecticut
– -$208K -3,835 Closed
2 3 4
5
6

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.