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Fidelity MSCI Materials Index ETF
FMAT

133 hedge funds and large institutions have $240M invested in Fidelity MSCI Materials Index ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

22% more capital invested

Capital invested by funds: $197M → $240M (+$42.6M)

4% more funds holding

Funds holding: 128 → 133 (+5)

0.94% more ownership

Funds ownership: 44.29% → 45.23% (+0.94%)

Holders
133
Holders Change
+5
Holders Change %
+3.91%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
48
Reduced
35
Closed
13
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
+$236K

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$11.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.09M
4
Creative Planning
Creative Planning
Kansas
+$4.05M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.91M

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.19M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.82M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
4
M1FG
Mach-1 Financial Group
Arkansas
-$1.61M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$87.9M +$11.5M +196,027 +15%
Lido Advisors
2
Lido Advisors
California
$37.7M +$1.79M +30,472 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.1M +$11.2M +190,508 +508%
AM
4
AGF Management
Ontario, Canada
$6.52M +$2.34K +40 +0%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.82M +$5.09M +86,844 +614%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.04M +$278K +4,748 +6%
CAC
7
Certified Advisory Corp
Florida
$4.69M +$354K +6,051 +8%
LPL Financial
8
LPL Financial
California
$4.48M +$1.25M +21,414 +38%
Creative Planning
9
Creative Planning
Kansas
$3.99M +$4.05M +69,161 New
SPIA
10
Steward Partners Investment Advisory
New York
$3.78M +$226K +3,862 +6%
Morgan Stanley
11
Morgan Stanley
New York
$3.36M +$327K +5,575 +11%
Goldman Sachs
12
Goldman Sachs
New York
$2.88M – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.87M +$2.91M +49,715 New
Osaic Holdings
14
Osaic Holdings
Arizona
$2.48M -$1.82M -31,052 -42%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$2.42M -$3.19M -54,416 -56%
LA
16
Lifeworks Advisors
Michigan
$2.22M -$343K -5,851 -13%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.14M -$574K -9,800 -21%
PFM
18
Peak Financial Management
Massachusetts
$1.97M -$51.7K -883 -3%
MG
19
Mather Group
Illinois
$1.83M -$14.9K -255 -0.8%
BFA
20
Beaumont Financial Advisors
Massachusetts
$1.78M +$188K +3,206 +12%
SS
21
Sunbelt Securities
Texas
$1.76M -$23.3K -398 -1%
Bank of America
22
Bank of America
North Carolina
$1.72M -$380K -6,486 -18%
WAAG
23
Wealth Alliance Advisory Group
Kansas
$1.67M +$164K +2,805 +11%
Stifel Financial
24
Stifel Financial
Missouri
$1.66M -$23K -393 -1%
ECA
25
Elevated Capital Advisors
Utah
$1.6M -$276K -4,718 -15%
1
2 3 4 5

FMAT Hedge Fund Activity: Q1 2026 in Review

133 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Materials Index ETF (FMAT) for Q1 2026, worth a combined $240M — up 22% from $197M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FMAT positions and 13 closed out — a net gain of 11 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $11.5M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $3.19M.

  • 133 institutional investors held Fidelity MSCI Materials Index ETF (FMAT) as of Q1 2026, up from 128 in Q4 2025.
  • Funds reported $240M of Fidelity MSCI Materials Index ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Materials Index ETF positions in Q1 2026 and 13 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Materials Index ETF buyer in Q1 2026 was AE Wealth Management, an estimated $11.5M added.
  • The largest Fidelity MSCI Materials Index ETF seller in Q1 2026 was Kovitz Investment Group Partners, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2026.