Fidelity MSCI Materials Index ETF
FMAT
35 hedge funds and large institutions have $51.3M invested in Fidelity MSCI Materials Index ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 8 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
30.93% more ownership
Funds ownership: 0% → 30.93% (+31%)
6% more funds holding
Funds holding: 33 → 35 (+2)
22% less capital inflows, than outflows
Capital inflows: $19.9M | Capital outflows: $25.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$9.6M |
| 2 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.22M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.04M |
| 4 |
Morgan Stanley
New York
|
+$1.05M |
| 5 |
Vicus Capital
State College,
Pennsylvania
|
+$996K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.82M |
| 3 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$3.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$970K |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$741K |
FMAT Hedge Fund Activity: Q4 2016 in Review
35 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2016, worth a combined $51.3M — down 6.7% from $55M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FMAT positions and 8 closed out — a net gain of 3 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $9.6M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $13.8M sold.
- 35 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2016, up from 33 in Q3 2016.
- Funds reported $51.3M of Fidelity MSCI Materials Index ETF stock for Q4 2016, down 6.7% quarter-over-quarter.
- 11 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2016 and 8 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Materials Index ETF buyer in Q4 2016 was Beaumont Financial Advisors, an estimated $9.6M added.
- The largest Fidelity MSCI Materials Index ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2016.