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Fidelity MSCI Materials Index ETF

107 hedge funds and large institutions have $158M invested in Fidelity MSCI Materials Index ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
29
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$45.6M +$288K +5,781 +0.6%
Lido Advisors
2
Lido Advisors
California
$28.6M +$1.36M +27,172 +5%
CWA
3
Centerline Wealth Advisors
Kentucky
$8.73M +$345K +6,924 +4%
AM
4
AGF Management
Ontario, Canada
$7.94M +$3.79M +76,078 +91%
LPL Financial
5
LPL Financial
California
$4.62M -$1.91M -38,338 -29%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.9M -$537K -10,776 -12%
CAC
7
Certified Advisory Corp
Florida
$3.69M -$1.04M -20,868 -22%
SPIA
8
Steward Partners Investment Advisory
New York
$2.76M +$2.74M +55,032 +23,823%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$2.75M +$1.69M +33,876 +160%
Goldman Sachs
10
Goldman Sachs
New York
$2.49M -$29.4K -589 -1%
Morgan Stanley
11
Morgan Stanley
New York
$2.42M -$110K -2,202 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.4M -$204K -4,205 -8%
PFM
13
Peak Financial Management
Massachusetts
$2.03M -$195K -3,917 -9%
Wells Fargo
14
Wells Fargo
California
$1.72M -$1.71M -34,377 -50%
MWM
15
Modern Wealth Management
Kansas
$1.63M -$184K -3,687 -10%
LA
16
Lifeworks Advisors
Michigan
$1.61M +$155K +3,118 +11%
MG
17
Mather Group
Illinois
$1.6M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.59M -$5.21M -104,379 -77%
Stifel Financial
19
Stifel Financial
Missouri
$1.53M -$124K -2,477 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$1.52M -$1.78M -35,655 -54%
SS
21
Sunbelt Securities
Texas
$1.49M -$61.7K -1,281 -4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$1.31M -$14.3K -286 -1%
JWCA
23
J.W. Cole Advisors
Florida
$1.31M +$204K +4,099 +19%
YWM
24
Yoder Wealth Management
California
$1.11M +$52K +1,042 +5%
ECA
25
Elevated Capital Advisors
Utah
$1.09M