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Fidelity MSCI Materials Index ETF

111 hedge funds and large institutions have $193M invested in Fidelity MSCI Materials Index ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

1.7% more ownership

Funds ownership: 35.29%37% (+1.7%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 112111 (-1)

3% less capital invested

Capital invested by funds: $199M → $193M (-$5.08M)

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
39
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$38.8M +$7.05M +133,694 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.6M +$1.25M +23,663 +4%
Lido Advisors
3
Lido Advisors
California
$25.4M +$1.22M +23,104 +5%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.6M +$852K +16,150 +7%
CWA
5
Centerline Wealth Advisors
Kentucky
$7.64M +$8.36M +158,528 New
Wells Fargo
6
Wells Fargo
California
$7.32M -$416K -7,882 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.48M -$99.7K -1,890 -2%
LPL Financial
8
LPL Financial
California
$5.3M +$315K +5,970 +6%
CAC
9
Certified Advisory Corp
Florida
$4.08M +$853K +16,170 +24%
AM
10
AGF Management
Ontario, Canada
$3.71M +$661K +12,522 +19%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$2.62M -$84.8K -1,607 -3%
Morgan Stanley
12
Morgan Stanley
New York
$2.51M +$472K +8,945 +21%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.42M -$1.5M -28,365 -36%
Goldman Sachs
14
Goldman Sachs
New York
$2.41M -$447K -8,463 -14%
PFM
15
Peak Financial Management
Massachusetts
$2.38M -$100K -1,901 -4%
ASN
16
Advisory Services Network
Georgia
$2.16M -$2.28M -43,271 -49%
CWM
17
Congress Wealth Management
Massachusetts
$2.06M +$1.98M +37,525 +707%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.94M +$1.1M +20,810 +107%
AAS
19
Avantax Advisory Services
Texas
$1.93M +$541K +10,252 +34%
PAS
20
Park Avenue Securities
New York
$1.85M +$415K +7,872 +26%
S
21
Sachetta
Massachusetts
$1.75M +$1.88M +35,616 +5,332%
MWM
22
Modern Wealth Management
Kansas
$1.73M +$1.9M +35,954 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.67M +$410K +7,772 +29%
Stifel Financial
24
Stifel Financial
Missouri
$1.67M -$157K -2,967 -8%
TAM
25
Tocqueville Asset Management
New York
$1.61M +$1.77M +33,485 New

FMAT Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q4 2024, worth a combined $193M — down 2.6% from $199M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FMAT positions and 17 closed out — a net gain of 1 holder — while 39 added to existing stakes and 32 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.05M. The largest seller was Advisory Services Network, cutting an estimated $2.28M.

  • 111 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q4 2024, down from 112 in Q3 2024.
  • Funds reported $193M of Fidelity MSCI Materials Index ETF stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Materials Index ETF positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q4 2024 was AE Wealth Management, an estimated $7.05M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q4 2024 was Advisory Services Network, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.