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Fidelity MSCI Materials Index ETF

116 hedge funds and large institutions have $172M invested in Fidelity MSCI Materials Index ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $160M → $172M (+$11.9M)

6% more funds holding

Funds holding: 109116 (+7)

2.67% more ownership

Funds ownership: 37.26%39.94% (+2.7%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
32
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$55.4M +$7.31M +140,652 +15%
Lido Advisors
2
Lido Advisors
California
$32.7M +$2.58M +49,681 +9%
CWA
3
Centerline Wealth Advisors
Kentucky
$9.15M -$24.5K -471 -0.3%
AM
4
AGF Management
Ontario, Canada
$5.4M -$2.93M -56,260 -35%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.95M -$149K -2,860 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.92M +$936K +18,001 +32%
CAC
7
Certified Advisory Corp
Florida
$3.88M -$3.48K -67 -0.1%
SPIA
8
Steward Partners Investment Advisory
New York
$3.2M +$295K +5,676 +10%
LPL Financial
9
LPL Financial
California
$2.95M -$1.9M -36,477 -39%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$2.76M -$127K -2,450 -4%
Goldman Sachs
11
Goldman Sachs
New York
$2.62M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.61M +$929K +17,872 +56%
Morgan Stanley
13
Morgan Stanley
New York
$2.59M +$43.8K +842 +2%
LA
14
Lifeworks Advisors
Michigan
$2.04M +$341K +6,560 +20%
PFM
15
Peak Financial Management
Massachusetts
$1.93M -$209K -4,017 -10%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.72M +$613K +11,787 +56%
MG
17
Mather Group
Illinois
$1.68M
SS
18
Sunbelt Securities
Texas
$1.6M -$25.9K -498 -2%
Stifel Financial
19
Stifel Financial
Missouri
$1.58M -$24.3K -467 -2%
JWCA
20
J.W. Cole Advisors
Florida
$1.48M +$101K +1,937 +7%
BFA
21
Beaumont Financial Advisors
Massachusetts
$1.45M +$1.44M +27,737 New
ECA
22
Elevated Capital Advisors
Utah
$1.37M +$190K +3,648 +16%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.33M -$48.3K -929 -4%
YWM
24
Yoder Wealth Management
California
$1.22M +$55.7K +1,072 +5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$185K +3,559 +20%

FMAT Hedge Fund Activity: Q3 2025 in Review

116 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q3 2025, worth a combined $172M — up 7.5% from $160M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FMAT positions and 10 closed out — a net gain of 11 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.31M. The largest seller was AGF Management, cutting an estimated $2.93M.

  • 116 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q3 2025, up from 109 in Q2 2025.
  • Funds reported $172M of Fidelity MSCI Materials Index ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Materials Index ETF positions in Q3 2025 and 10 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q3 2025 was AE Wealth Management, an estimated $7.31M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q3 2025 was AGF Management, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2025.