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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

105 hedge funds and large institutions have $144M invested in Fidelity MSCI Materials Index ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.87M
4
Lido Advisors
4
Lido Advisors
California
$20.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.21M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.36M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.36M
4
SPC
4
Sigma Planning Corp
Michigan
$543K
5
HAS
5
HBW Advisory Services
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$20.9M 474,023 +34,247 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M 354,807 +59,047 +20%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.2M 299,139 +83,088 +38%
AWM
4
AE Wealth Management
Kansas
$11.7M 264,693 +1,852 +0.7%
Wells Fargo
5
Wells Fargo
California
$8.06M 182,300 +22,641 +14%
PFM
6
Peak Financial Management
Massachusetts
$6.92M 156,679 +1,701 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.79M 108,355 +5,329 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.23M 95,804 +12,256 +15%
LPL Financial
9
LPL Financial
California
$4.01M 90,678 +9,964 +12%
BCM
10
Brookstone Capital Management
Illinois
$3.21M 75,168 +1,624 +2%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.36M 53,502 -31,151 -37%
OPS
12
Orion Portfolio Solutions
Nebraska
$2.36M 53,502 -31,151 -37%
Goldman Sachs
13
Goldman Sachs
New York
$2.21M 50,005 -49,995 -50%
CAC
14
Certified Advisory Corp
Florida
$2.09M 47,319 +10,496 +29%
Morgan Stanley
15
Morgan Stanley
New York
$2M 45,260 +1,979 +5%
Citadel Advisors
16
Citadel Advisors
Florida
$1.87M 42,233 +42,233 New
AAS
17
Avantax Advisory Services
Texas
$1.67M 37,829 -888 -2%
Stifel Financial
18
Stifel Financial
Missouri
$1.62M 36,684 +735 +2%
CAN
19
Cetera Advisor Networks
California
$1.55M 34,993 +4,649 +15%
MG
20
Mather Group
Illinois
$1.42M 32,212 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.4M 31,701 -12,662 -29%
Corient Private Wealth
22
Corient Private Wealth
Florida
$1.33M 30,015 +223 +0.7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.28M 28,945 +28,945 New
ASN
24
Advisory Services Network
Georgia
$1.21M 27,314 -3,737 -12%
SS
25
Sunbelt Securities
Texas
$1.12M 25,453 -67 -0.3%
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