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Fidelity MSCI Materials Index ETF

116 hedge funds and large institutions have $155M invested in Fidelity MSCI Materials Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
35
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$23M 470,955 -3,068 -0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.4M 397,557 +42,750 +12%
AWM
3
AE Wealth Management
Kansas
$18.5M 394,008 +129,315 +49%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M 228,466 -70,673 -24%
Wells Fargo
5
Wells Fargo
California
$8.67M 177,918 -4,382 -2%
PFM
6
Peak Financial Management
Massachusetts
$7.23M 148,268 -8,411 -5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.53M 133,929 +38,125 +40%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.15M 105,564 -2,791 -3%
LPL Financial
9
LPL Financial
California
$4.52M 92,836 +2,158 +2%
ASN
10
Advisory Services Network
Georgia
$3.22M 66,103 +38,789 +142%
Morgan Stanley
11
Morgan Stanley
New York
$2.78M 56,964 +11,704 +26%
Goldman Sachs
12
Goldman Sachs
New York
$2.6M 53,400 +3,395 +7%
CAC
13
Certified Advisory Corp
Florida
$2.48M 50,856 +3,537 +7%
Stifel Financial
14
Stifel Financial
Missouri
$2M 40,960 +4,276 +12%
AAS
15
Avantax Advisory Services
Texas
$1.98M 40,661 +2,832 +7%
CAN
16
Cetera Advisor Networks
California
$1.83M 37,559 +2,566 +7%
AM
17
AGF Management
Ontario, Canada
$1.67M 34,324 +10,167 +42%
MG
18
Mather Group
Illinois
$1.57M 32,170 -42 -0.1%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.49M 30,651 +636 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.49M 30,486 +6,639 +28%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.46M 29,956 -1,745 -6%
BFA
22
Beaumont Financial Advisors
Massachusetts
$1.38M 28,265 +28,265 New
PAS
23
Park Avenue Securities
New York
$1.34M 27,564 +4,359 +19%
SS
24
Sunbelt Securities
Texas
$1.24M 25,472 +19 +0.1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.21M 24,750 -4,195 -14%