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Fidelity MSCI Materials Index ETF

44 hedge funds and large institutions have $64.2M invested in Fidelity MSCI Materials Index ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

18% more capital invested

Capital invested by funds: $54.5M → $64.2M (+$9.73M)

16% more funds holding

Funds holding: 3844 (+6)

3.78% more ownership

Funds ownership: 26.25%30.03% (+3.8%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.4M +$2.51M +81,478 +15%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$8.24M +$257K +8,348 +3%
BRCM
3
Bright Rock Capital Management
Massachusetts
$5.36M -$256K -8,308 -5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.15M +$953K +30,980 +23%
SSW
5
Smith Shellnut Wilson
Mississippi
$4.01M +$4.71M +153,118 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.98M -$1.89M -61,455 -39%
Bank of America
7
Bank of America
North Carolina
$2.38M +$151K +4,903 +7%
ASN
8
Advisory Services Network
Georgia
$2.06M +$443K +14,390 +28%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.79M +$1.38M +44,708 +353%
AIA
10
Allegis Investment Advisors
Idaho
$1.74M -$1.08M -35,001 -39%
SPC
11
Sigma Planning Corp
Michigan
$1.49M +$975K +31,685 +199%
SG Americas Securities
12
SG Americas Securities
New York
$853K -$146K -4,754 -15%
RW
13
Rand Wealth
Maryland
$828K +$69.7K +2,266 +9%
GRP
14
Global Retirement Partners
California
$698K +$10.7K +348 +2%
Lido Advisors
15
Lido Advisors
California
$602K +$96.4K +3,135 +19%
Morgan Stanley
16
Morgan Stanley
New York
$575K -$30.8K -1,003 -5%
CFD
17
Creative Financial Designs
Indiana
$542K +$115K +3,734 +27%
IA
18
IFP Advisors
Florida
$507K +$7.84K +255 +2%
Ameriprise
19
Ameriprise
Minnesota
$497K +$489K +15,911 New
Northern Trust
20
Northern Trust
Illinois
$432K
TIM
21
Tortoise Investment Management
New York
$428K +$157K +5,119 +60%
NR
22
Newfound Research
Massachusetts
$385K +$345K +11,219 +1,003%
FA
23
FDx Advisors
Illinois
$382K +$26.8K +872 +8%
SB
24
Suntrust Banks
Georgia
$310K +$305K +9,916 New
Wells Fargo
25
Wells Fargo
California
$305K +$153K +4,965 +103%

FMAT Hedge Fund Activity: Q2 2017 in Review

44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q2 2017, worth a combined $64.2M — up 18% from $54.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FMAT positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Smith Shellnut Wilson, opening a new position worth an estimated $4.71M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.89M.

  • 44 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q2 2017, up from 38 in Q1 2017.
  • Funds reported $64.2M of Fidelity MSCI Materials Index ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 8 funds opened new Fidelity MSCI Materials Index ETF positions in Q2 2017 and 2 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q2 2017 was Smith Shellnut Wilson, an estimated $4.71M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q2 2017 was Commonwealth Equity Services, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2017.