Fidelity MSCI Materials Index ETF
FMAT
113 hedge funds and large institutions have $144M invested in Fidelity MSCI Materials Index ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 22 closing their positions.
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0.07% more ownership
Funds ownership: 26.76% → 26.83% (+0.07%)
1% less capital invested
Capital invested by funds: $145M → $144M (-$1.21M)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
2% less funds holding
Funds holding: 115 → 113 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$6.73M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.53M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$3.64M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.33M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$4.24M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.91M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.53M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.18M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
126
Spire Wealth Management
Mclean,
Virginia
| – | -$84K | -1,659 | Closed |
|
|
CA
127
CoreCap Advisors
Southfield,
Michigan
| – | -$56K | -1,115 | Closed |
|
|
EVM
128
Eaton Vance Management
Boston,
Massachusetts
| – | -$20K | -400 | Closed |
|
|
IAG
129
Investmark Advisory Group
Shelton,
Connecticut
| – | -$15K | -314 | Closed |
|
|
CCM
130
Cribstone Capital Management
Augusta,
Maine
| – | -$15K | -300 | Closed |
|
131
BlackRock
New York
| – | -$13K | -253 | Closed |
|
|
BWM
132
Baystate Wealth Management
Boston,
Massachusetts
| – | -$13K | -251 | Closed |
|
|
AWA
133
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$5K | -105 | Closed |
|
|
FFG
134
Ford Financial Group
Fresno,
California
| – | -$4 | -91 | Closed |
|
|
EWA
135
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$3K | -52 | Closed |
|
FMAT Hedge Fund Activity: Q1 2022 in Review
113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2022, worth a combined $144M — down 0.83% from $145M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FMAT positions and 22 closed out — a net gain of 1 holder — while 34 added to existing stakes and 35 trimmed.
The largest buyer was Beaumont Capital Management, opening a new position worth an estimated $6.73M. The largest seller was Personal CFO Solutions, cutting an estimated $4.24M.
- 113 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2022, down from 115 in Q4 2021.
- Funds reported $144M of Fidelity MSCI Materials Index ETF stock for Q1 2022, down 0.83% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2022 and 22 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Materials Index ETF buyer in Q1 2022 was Beaumont Capital Management, an estimated $6.73M added.
- The largest Fidelity MSCI Materials Index ETF seller in Q1 2022 was Personal CFO Solutions, an estimated $4.24M sold.
Based on aggregated 13F filings for Q1 2022.