We are live on ! Find out more
FMAT icon

Fidelity MSCI Materials Index ETF

106 hedge funds and large institutions have $130M invested in Fidelity MSCI Materials Index ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $108M → $130M (+$22.2M)

19% more funds holding

Funds holding: 89106 (+17)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.82% more ownership

Funds ownership: 27.45%30.27% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+17
Holders Change %
+19.1%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
33
Reduced
29
Closed
8
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$17.7M +$1.82M +42,386 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.2M +$5.85M +135,916 +113%
AWM
3
AE Wealth Management
Kansas
$9.4M +$327K +7,603 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.49M -$90.4K -2,099 -1%
FIM
5
Freedom Investment Management
Connecticut
$7.22M -$143K -3,317 -2%
PFM
6
Peak Financial Management
Massachusetts
$6.8M -$64.9K -1,508 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.23M +$1.8M +41,881 +42%
BCM
8
Brookstone Capital Management
Illinois
$3.24M -$40.8K -948 -1%
Wells Fargo
9
Wells Fargo
California
$2.78M +$92K +2,138 +3%
Goldman Sachs
10
Goldman Sachs
New York
$2.49M +$106K +2,451 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.32M -$217K -5,034 -9%
BFA
12
Beaumont Financial Advisors
Massachusetts
$2.19M +$2.16M +50,127 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.16M -$1.58M -36,675 -43%
LPL Financial
14
LPL Financial
California
$2.1M +$291K +6,766 +16%
IA
15
IFP Advisors
Florida
$1.99M +$567K +13,171 +32%
Morgan Stanley
16
Morgan Stanley
New York
$1.79M +$91.4K +2,122 +5%
HAS
17
HBW Advisory Services
California
$1.69M +$1.08M +25,156 +186%
KAS
18
Kestra Advisory Services
Texas
$1.63M -$236K -5,475 -13%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.58M +$1.56M +36,183 New
Stifel Financial
20
Stifel Financial
Missouri
$1.57M -$51K -1,185 -3%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.49M +$1.47M +34,092 New
ASN
22
Advisory Services Network
Georgia
$1.44M -$39.6K -919 -3%
MG
23
Mather Group
Illinois
$1.36M -$604K -14,036 -31%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.32M +$1.31M +30,329 New
SPC
25
Sigma Planning Corp
Michigan
$1.24M -$103K -2,388 -8%

FMAT Hedge Fund Activity: Q4 2022 in Review

106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2022, worth a combined $130M — up 21% from $108M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FMAT positions and 8 closed out — a net gain of 23 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.85M. The largest seller was Susquehanna International Group, cutting an estimated $3.23M.

  • 106 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $130M of Fidelity MSCI Materials Index ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $5.85M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2022 was Susquehanna International Group, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2022.