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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

112 hedge funds and large institutions have $143M 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, 34 reducing their positions, and 22 closing their positions.

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
34
Reduced
34
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Beaumont Capital Management
Massachusetts
$6.99M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$4.71M
3
CW
3
Connectus Wealth
Ohio
$3.84M
4
KAS
4
Kestra Advisory Services
Texas
$3.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.24M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$1.56M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
BCM
3
Brookstone Capital Management
Illinois
$5.2M
4
Bank of America
4
Bank of America
North Carolina
$741K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$15.3M 308,576 +10,346 +3%
Truist Financial
2
Truist Financial
North Carolina
$14M 282,112 +26,931 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.28M 166,704 -19,458 -10%
PFM
4
Peak Financial Management
Massachusetts
$8.04M 161,906 -1,522 -0.9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.98M 160,533 +34,512 +27%
BCM
6
Beaumont Capital Management
Massachusetts
$6.99M 140,731 +140,731 New
Osaic Holdings
7
Osaic Holdings
Arizona
$6.42M 129,089 -760 -0.6%
BCM
8
Brookstone Capital Management
Illinois
$5.2M 105,339 -60,940 -37%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$4.71M 94,736 +94,736 New
Wells Fargo
10
Wells Fargo
California
$4.17M 84,012 -6,007 -7%
CW
11
Connectus Wealth
Ohio
$3.84M 76,169 +76,169 New
TAM
12
Tocqueville Asset Management
New York
$3.7M 74,427 +822 +1%
Morgan Stanley
13
Morgan Stanley
New York
$3.24M 65,236 +35,746 +121%
KAS
14
Kestra Advisory Services
Texas
$3.19M 64,258 +48,645 +312%
Goldman Sachs
15
Goldman Sachs
New York
$2.93M 58,968 -17,331 -23%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.6M 52,230 +12,572 +32%
BPM
17
Bowling Portfolio Management
Ohio
$1.91M 38,376 -4,707 -11%
ASN
18
Advisory Services Network
Georgia
$1.81M 36,338 +349 +1%
AIP
19
Almanack Investment Partners
Pennsylvania
$1.68M 33,782 -6,738 -17%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.65M 33,251 +101 +0.3%
Stifel Financial
21
Stifel Financial
Missouri
$1.6M 32,271 +2,155 +7%
SPC
22
Sigma Planning Corp
Michigan
$1.58M 31,850 -1,027 -3%
PCS
23
Personal CFO Solutions
New Jersey
$1.56M 31,356 -88,617 -74%
IA
24
IFP Advisors
Florida
$1.54M 41,541 +40,080 +2,743%
LPL Financial
25
LPL Financial
California
$1.5M 30,140 +7,593 +34%
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