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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.05M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$1.98M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$1.9M |
| 4 |
S
Sachetta
Lynnfield,
Massachusetts
|
+$1.88M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.28M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.82M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.5M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
126
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$37.9K | -700 | Closed |
|
|
CFGS
127
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$8.23K | -156 | Closed |
|
128
Simplex Trading
Chicago,
Illinois
| – | -$2K | -45 | Closed |
|
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.