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Fidelity MSCI Materials Index ETF

109 hedge funds and large institutions have $160M invested in Fidelity MSCI Materials Index ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.13% more ownership

Funds ownership: 33.14%37.26% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 110109 (-1)

7% less capital invested

Capital invested by funds: $171M → $160M (-$11.6M)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% 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
31
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$45.6M +$277K +5,781 +0.6%
Lido Advisors
2
Lido Advisors
California
$28.6M +$1.3M +27,172 +5%
CWA
3
Centerline Wealth Advisors
Kentucky
$8.73M +$332K +6,924 +4%
AM
4
AGF Management
Ontario, Canada
$7.94M +$3.65M +76,078 +91%
LPL Financial
5
LPL Financial
California
$4.62M -$1.84M -38,338 -29%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.9M -$517K -10,776 -12%
CAC
7
Certified Advisory Corp
Florida
$3.69M -$1M -20,868 -22%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.85M +$157K +3,272 +6%
SPIA
9
Steward Partners Investment Advisory
New York
$2.76M +$2.64M +55,032 +23,823%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$2.75M +$1.63M +33,876 +160%
Goldman Sachs
11
Goldman Sachs
New York
$2.49M -$28.3K -589 -1%
Morgan Stanley
12
Morgan Stanley
New York
$2.42M -$106K -2,202 -4%
PFM
13
Peak Financial Management
Massachusetts
$2.03M -$188K -3,917 -9%
Wells Fargo
14
Wells Fargo
California
$1.72M -$1.65M -34,377 -50%
MWM
15
Modern Wealth Management
Kansas
$1.63M -$177K -3,687 -10%
LA
16
Lifeworks Advisors
Michigan
$1.61M +$150K +3,118 +11%
MG
17
Mather Group
Illinois
$1.6M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.59M -$5.01M -104,379 -77%
Stifel Financial
19
Stifel Financial
Missouri
$1.53M -$119K -2,477 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$1.52M -$1.71M -35,655 -54%
SS
21
Sunbelt Securities
Texas
$1.49M -$61.5K -1,281 -4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$1.31M -$13.7K -286 -1%
JWCA
23
J.W. Cole Advisors
Florida
$1.31M +$197K +4,099 +19%
YWM
24
Yoder Wealth Management
California
$1.11M +$50K +1,042 +5%
ECA
25
Elevated Capital Advisors
Utah
$1.09M

FMAT Hedge Fund Activity: Q2 2025 in Review

109 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q2 2025, worth a combined $160M — down 6.7% from $171M a quarter earlier.

Fund positioning in FMAT was balanced in Q2 2025: 12 funds opened new positions, 12 closed out, 31 added to existing stakes and 42 trimmed.

The largest buyer was AGF Management, adding an estimated $3.65M. The largest seller was Envestnet Asset Management, cutting an estimated $5.01M.

  • 109 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q2 2025, down from 110 in Q1 2025.
  • Funds reported $160M of Fidelity MSCI Materials Index ETF stock for Q2 2025, down 6.7% quarter-over-quarter.
  • 12 funds opened new Fidelity MSCI Materials Index ETF positions in Q2 2025 and 12 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q2 2025 was AGF Management, an estimated $3.65M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $5.01M sold.

Based on aggregated 13F filings for Q2 2025.