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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

107 hedge funds and large institutions have $144M invested in Fidelity MSCI Materials Index ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
40
Reduced
34
Closed
15
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$25K

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$11.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$14M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.06M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.15M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$1.15M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$301K
4
IA
4
IFP Advisors
Florida
$43.5K
5
HAS
5
HBW Advisory Services
California
$683K
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$19.5M 426,681 +21,648 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$14M 306,057 +163,444 +115%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M 281,330 +24,715 +10%
VC
4
Vicus Capital
Pennsylvania
$11.6M 254,616 +254,616 New
AWM
5
AE Wealth Management
Kansas
$9.88M 216,614 +1,331 +0.6%
PFM
6
Peak Financial Management
Massachusetts
$7.07M 154,989 -798 -0.5%
Goldman Sachs
7
Goldman Sachs
New York
$5.06M 111,057 +53,928 +94%
BCM
8
Brookstone Capital Management
Illinois
$3.31M 72,240 +525 +0.7%
LPL Financial
9
LPL Financial
California
$3.28M 71,906 +23,880 +50%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.15M 69,054 +38,725 +128%
Wells Fargo
11
Wells Fargo
California
$2.66M 58,291 -5,463 -9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.52M 55,184 +1,964 +4%
BCI
13
Brinker Capital Investments
Pennsylvania
$2.1M 45,973 +11,881 +35%
OPS
14
Orion Portfolio Solutions
Nebraska
$2.1M 45,973 +39,238 +583%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.88M 41,192 +20,623 +100%
Morgan Stanley
16
Morgan Stanley
New York
$1.77M 38,907 -2,053 -5%
Corient Private Wealth
17
Corient Private Wealth
Florida
$1.65M 36,187 +4 +0%
KAS
18
Kestra Advisory Services
Texas
$1.63M 35,784 -1,626 -4%
Stifel Financial
19
Stifel Financial
Missouri
$1.63M 35,711 -243 -0.7%
AAS
20
Avantax Advisory Services
Texas
$1.52M 33,358 +5,375 +19%
ASN
21
Advisory Services Network
Georgia
$1.52M 33,338 +282 +0.9%
MG
22
Mather Group
Illinois
$1.5M 32,942 +1,813 +6%
SPC
23
Sigma Planning Corp
Michigan
$1.38M 30,216 +1,890 +7%
AM
24
AGF Management
Ontario, Canada
$1.24M 27,246 +10,702 +65%
CAN
25
Cetera Advisor Networks
California
$1.23M 26,883 +9,849 +58%
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