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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

98 hedge funds and large institutions have $143M invested in Fidelity MSCI Materials Index ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
40
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.45M
2
AWM
2
AE Wealth Management
Kansas
$12.3M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$3.95M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.95M
5
CAC
5
Certified Advisory Corp
Florida
$1.72M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.81M
4
KAS
4
Kestra Advisory Services
Texas
$611K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$20.5M 439,776 +13,095 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.8M 295,760 +14,430 +5%
AWM
3
AE Wealth Management
Kansas
$12.3M 262,841 +46,227 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.1M 216,051 -90,006 -29%
Wells Fargo
5
Wells Fargo
California
$7.45M 159,659 +101,368 +174%
PFM
6
Peak Financial Management
Massachusetts
$7.23M 154,978 -11 -0%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.81M 103,026 -68,064 -40%
Goldman Sachs
8
Goldman Sachs
New York
$4.67M 100,000 -11,057 -10%
BCI
9
Brinker Capital Investments
Pennsylvania
$3.95M 84,653 +38,680 +84%
OPS
10
Orion Portfolio Solutions
Nebraska
$3.95M 84,653 +38,680 +84%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.9M 83,548 +14,494 +21%
LPL Financial
12
LPL Financial
California
$3.77M 80,714 +8,808 +12%
BCM
13
Brookstone Capital Management
Illinois
$3.37M 73,544 +1,304 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.07M 44,363 -10,821 -20%
Morgan Stanley
15
Morgan Stanley
New York
$2.02M 43,281 +4,374 +11%
AAS
16
Avantax Advisory Services
Texas
$1.81M 38,717 +5,359 +16%
CAC
17
Certified Advisory Corp
Florida
$1.72M 36,823 +17,846 +94%
Stifel Financial
18
Stifel Financial
Missouri
$1.68M 35,949 +238 +0.7%
MG
19
Mather Group
Illinois
$1.5M 32,212 -730 -2%
SPC
20
Sigma Planning Corp
Michigan
$1.47M 31,506 +1,290 +4%
ASN
21
Advisory Services Network
Georgia
$1.45M 31,051 -2,287 -7%
CAN
22
Cetera Advisor Networks
California
$1.42M 30,344 +3,461 +13%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.39M 29,792 -6,395 -18%
SS
24
Sunbelt Securities
Texas
$1.19M 25,520 +16,555 +185%
FIM
25
Freedom Investment Management
Connecticut
$1.15M 24,730 -508 -2%
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