Fidelity MSCI Materials Index ETF
FMAT
53 hedge funds and large institutions have $87.7M invested in Fidelity MSCI Materials Index ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
26% more funds holding
Funds holding: 42 → 53 (+11)
14% more capital invested
Capital invested by funds: $77M → $87.7M (+$10.8M)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
1.23% less ownership
Funds ownership: 31.94% → 30.71% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.66M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.54M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.51M |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$548K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$982K |
| 3 |
VF
Virtu Financial
New York
|
-$942K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$735K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$539K |
FMAT Hedge Fund Activity: Q4 2017 in Review
53 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2017, worth a combined $87.7M — up 14% from $77M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FMAT positions and 5 closed out — a net gain of 11 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Sigma Planning Corp, adding an estimated $1.66M. The largest seller was Beaumont Financial Advisors, cutting an estimated $1.32M.
- 53 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2017, up from 42 in Q3 2017.
- Funds reported $87.7M of Fidelity MSCI Materials Index ETF stock for Q4 2017, up 14% quarter-over-quarter.
- 16 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2017 and 5 closed out, a net change of +11 holders.
- The largest Fidelity MSCI Materials Index ETF buyer in Q4 2017 was Sigma Planning Corp, an estimated $1.66M added.
- The largest Fidelity MSCI Materials Index ETF seller in Q4 2017 was Beaumont Financial Advisors, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2017.