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Fidelity MSCI Materials Index ETF
FMAT

Overview Fund Activity

106 hedge funds and large institutions have $169M invested in Fidelity MSCI Materials Index ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
40
Reduced
29
Closed
14
Calls
$153K
Puts
–
Net Calls
+$153K
Net Calls Change
+$153K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$27.9M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$2.78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.22M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.71M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.24M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$27.9M 564,648 +110,641 +24%
Lido Advisors
2
Lido Advisors
California
$25.2M 509,527 +17,630 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M 464,127 +51,642 +13%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.6M 214,922 +26,169 +14%
Wells Fargo
5
Wells Fargo
California
$8.25M 166,888 -5,036 -3%
PFM
6
Peak Financial Management
Massachusetts
$7.38M 149,309 -877 -0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.08M 123,019 +21,683 +21%
LPL Financial
8
LPL Financial
California
$5.77M 116,710 +17,160 +17%
ASN
9
Advisory Services Network
Georgia
$4.35M 88,092 +1,372 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.71M 74,849 -11,309 -13%
CAC
11
Certified Advisory Corp
Florida
$2.92M 59,022 +3,622 +7%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$2.78M 56,198 +56,198 New
Goldman Sachs
13
Goldman Sachs
New York
$2.47M 50,000 – –
Stifel Financial
14
Stifel Financial
Missouri
$1.88M 38,092 -2,100 -5%
Morgan Stanley
15
Morgan Stanley
New York
$1.86M 37,703 +361 +1%
MG
16
Mather Group
Illinois
$1.72M 32,768 +598 +2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$1.49M 30,220 +319 +1%
PAS
18
Park Avenue Securities
New York
$1.45M 29,225 +2,381 +9%
SS
19
Sunbelt Securities
Texas
$1.32M 26,746 +385 +1%
AM
20
AGF Management
Ontario, Canada
$1.31M 26,419 +4,098 +18%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.24M 25,105 -9,930 -28%
Citadel Advisors
22
Citadel Advisors
Florida
$1.22M 24,593 +24,593 New
BFA
23
Beaumont Financial Advisors
Massachusetts
$1.19M 24,041 +33 +0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M 24,032 -1,270 -5%
AI
25
Atria Investments
North Carolina
$1M 20,253 +20,253 New
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