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Fidelity MSCI Materials Index ETF

110 hedge funds and large institutions have $171M invested in Fidelity MSCI Materials Index ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $43K | Put options by funds: $14K

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

1% less funds holding

Funds holding: 111110 (-1)

3.86% less ownership

Funds ownership: 37%33.14% (-3.9%)

11% less capital invested

Capital invested by funds: $193M → $171M (-$22.2M)

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
37
Reduced
36
Closed
18
Calls
$43K
Puts
$14K
Net Calls
+$29K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$43.9M +$5.22M +105,002 +13%
Lido Advisors
2
Lido Advisors
California
$26.4M +$999K +20,108 +4%
CWA
3
Centerline Wealth Advisors
Kentucky
$8.12M +$473K +9,510 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.58M -$21.7M -437,509 -76%
LPL Financial
5
LPL Financial
California
$6.33M +$1.04M +20,946 +19%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.03M +$6.21M +124,866 New
CAC
7
Certified Advisory Corp
Florida
$4.58M +$508K +10,222 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.3M -$1.23M -24,778 -22%
AM
9
AGF Management
Ontario, Canada
$4.02M +$310K +6,229 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.74M -$8.1M -162,986 -68%
Wells Fargo
11
Wells Fargo
California
$3.33M -$4.12M -82,902 -55%
Citadel Advisors
12
Citadel Advisors
Florida
$3.19M +$3.28M +66,064 New
Osaic Holdings
13
Osaic Holdings
Arizona
$2.61M +$189K +3,799 +8%
Morgan Stanley
14
Morgan Stanley
New York
$2.45M -$60.7K -1,221 -2%
Goldman Sachs
15
Goldman Sachs
New York
$2.44M +$29.3K +589 +1%
ASN
16
Advisory Services Network
Georgia
$2.35M +$188K +3,791 +8%
PFM
17
Peak Financial Management
Massachusetts
$2.16M -$238K -4,796 -10%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.86M +$184K +3,696 +11%
MWM
19
Modern Wealth Management
Kansas
$1.76M +$25.4K +511 +1%
Stifel Financial
20
Stifel Financial
Missouri
$1.6M -$77K -1,550 -4%
SS
21
Sunbelt Securities
Texas
$1.56M +$63.7K +1,281 +4%
MG
22
Mather Group
Illinois
$1.55M
LA
23
Lifeworks Advisors
Michigan
$1.41M +$108K +2,182 +8%
Corient Private Wealth
24
Corient Private Wealth
Florida
$1.28M -$12.6K -254 -0.9%
S
25
Sachetta
Massachusetts
$1.22M -$546K -10,983 -30%

FMAT Hedge Fund Activity: Q1 2025 in Review

110 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2025, worth a combined $171M — down 11% from $193M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMAT positions and 18 closed out — a net gain of 1 holder — while 37 added to existing stakes and 36 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $6.21M. The largest seller was Envestnet Asset Management, cutting an estimated $21.7M.

  • 110 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2025, down from 111 in Q4 2024.
  • Funds reported $171M of Fidelity MSCI Materials Index ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 19 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2025 and 18 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $6.21M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.