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Fidelity MSCI Materials Index ETF (FMAT) Institutional Ownership

Fidelity MSCI Materials Index ETF logo
$48.66 +0.50 (+1.04%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$35.63M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.45M
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FMAT Institutional Buying and Selling by Quarter

Fidelity MSCI Materials Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.30,077$1.63M0.2%+12.5%0.298%
11/15/2024 MML Investors Services LLC7,810$423K0.0%+20.6%0.077%
11/15/2024 Orion Portfolio Solutions LLC5,799$314K0.0%+4.3%0.057%
11/15/2024 Kovitz Investment Group Partners LLC55,852$3.04M0.0%-0.6%0.553%
11/15/2024 Stifel Financial Corp37,659$2.04M0.0%-1.1%0.373%
11/15/2024 HighTower Advisors LLC15,623$847K0.0%-11.3%0.155%
11/15/2024 Kestra Investment Management LLC4,149$225K0.0%N/A0.041%
11/14/2024 Flow Traders U.S. LLC4,590$249K0.0%N/A0.045%
11/13/2024 Freedom Investment Management Inc.3,835$208K0.0%N/A0.038%
11/13/2024 FMR LLC10,884$590K0.0%-7.7%0.108%
11/12/2024 Certified Advisory Corp68,465$3.71M0.4%+16.0%0.678%
11/12/2024 Meridian Wealth Management LLC4,604$250K0.0%N/A0.046%
11/6/2024 Lifeworks Advisors LLC21,291$1.15M0.2%N/A0.211%
11/4/2024 Sigma Planning Corp4,728$256K0.0%+7.5%0.047%
11/1/2024 Atria Investments Inc11,988$650K0.0%-40.8%0.119%
10/30/2024 Centennial Wealth Advisory LLC4,377$237K0.1%N/A0.043%
10/24/2024 J.W. Cole Advisors Inc.18,432$999K0.0%+5.0%0.182%
10/23/2024 Yoder Wealth Management Inc.19,040$1.03M0.6%+6.5%0.189%
10/22/2024 Elevated Capital Advisors LLC11,105$602K0.2%N/A0.110%
10/16/2024 B.O.S.S. Retirement Advisors LLC12,055$653K0.1%+26.9%0.119%
10/16/2024 SeaCrest Wealth Management LLC14,533$788K0.1%+2.9%0.144%
10/16/2024 Lynch & Associates IN9,607$521K0.1%+4.8%0.095%
10/15/2024 Peak Financial Management Inc.51,373$2.79M0.8%-65.6%0.509%
10/11/2024 CX Institutional22,190$1.20M0.1%+47.3%0.220%
10/9/2024 Beaumont Financial Advisors LLC27,216$1.48M0.1%+13.2%0.269%
10/8/2024 CWM LLC1,192$65K0.0%+11,820.0%0.012%
10/8/2024 Mather Group LLC.32,076$1.74M0.0%-2.1%0.318%
10/3/2024 Park Avenue Securities LLC30,609$1.66M0.0%+4.7%0.303%
8/22/2024 Cetera Investment Advisers214,922$10.62M0.0%+13.9%2.128%
8/16/2024 Sunbelt Securities Inc.26,746$1.32M0.1%+1.5%0.265%
8/14/2024 Certified Advisory Corp59,022$2.92M0.4%+6.5%0.584%
8/13/2024 AE Wealth Management LLC564,648$27.91M0.3%+24.4%5.591%
8/12/2024 Mercer Global Advisors Inc. ADV4,251$210K0.0%-21.2%0.042%
8/8/2024 J.W. Cole Advisors Inc.17,547$867K0.0%+3.4%0.174%
8/8/2024 Envestnet Asset Management Inc.464,127$22.94M0.0%+12.5%4.595%
8/8/2024 Wealthgarden F.S. LLC5,654$279K0.3%N/A0.056%
8/6/2024 Lynch & Associates IN9,167$453K0.1%+6.6%0.091%
7/31/2024Commonwealth Equity Services LLC123,019$6.08M0.0%+21.4%1.218%
7/29/2024 Smith Salley Wealth Management13,313$658K0.0%+32.6%0.132%
7/26/2024 Cambridge Investment Research Advisors Inc.24,032$1.19M0.0%-5.0%0.238%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

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7/23/2024 Exchange Capital Management Inc.18,064$893K0.1%-4.3%0.179%
7/22/2024 SeaCrest Wealth Management LLC14,130$698K0.1%+5.4%0.140%
7/18/2024 Gradient Investments LLC1,390$69K0.0%N/A0.014%
7/9/2024 Park Avenue Securities LLC29,225$1.45M0.0%+8.9%0.289%
7/9/2024 Mather Group LLC.32,768$1.72M0.0%+1.9%0.324%
5/29/2024 Pathway Financial Advisers LLC3,228$169K0.1%N/A0.032%
5/24/2024Cetera Advisors LLC35,069$1.84M0.0%N/A0.347%
5/24/2024 Cetera Investment Advisers188,753$9.89M0.0%+40.9%1.869%
5/16/2024 Sweeney & Michel LLC6,174$320K0.1%N/A0.061%
5/11/2024 Beaumont Financial Advisors LLC24,008$1.26M0.1%-15.1%0.238%
5/8/2024 Avantax Advisory Services Inc.5,408$283K0.0%-86.7%0.054%
5/6/2024 Advisory Services Network LLC86,720$4.54M0.1%+31.2%0.859%
5/3/2024 Absolute Capital Management LLC12,905$676K0.4%-12.3%0.128%
4/30/2024 J.W. Cole Advisors Inc.16,974$889K0.0%+7.9%0.168%
4/29/2024Commonwealth Equity Services LLC101,336$5.31M0.0%-4.0%1.003%
4/24/2024 Essex Financial Services Inc.6,136$321K0.0%-3.7%0.061%
4/19/2024 Yoder Wealth Management Inc.17,109$896K0.6%+8.5%0.171%
4/18/2024 SeaCrest Wealth Management LLC13,406$702K0.1%+56.0%0.134%
4/18/2024 Exchange Capital Management Inc.18,869$988K0.2%-6.2%0.189%
4/17/2024Private Ocean LLC1,712$90K0.0%-22.7%0.017%
4/15/2024 Sunbelt Securities Inc.26,361$1.38M0.2%+3.5%0.264%
4/10/2024 Park Avenue Securities LLC26,844$1.41M0.0%-2.6%0.268%
4/10/2024 Signal Advisors Wealth LLC4,867$255K0.1%N/A0.049%
4/9/2024 Lynch & Associates IN8,601$450K0.1%+11.2%0.086%
2/29/2024 Tortoise Investment Management LLC2,667$130K0.0%-23.4%0.027%
2/16/2024 Trail Ridge Investment Advisors LLC10,211$498K0.3%-2.1%0.102%
2/14/2024 Broadview Financial Management LLC4,675$228K0.2%-52.6%0.047%
2/12/2024Focus Financial Network Inc. ADV15,960$778K0.0%N/A0.160%
2/9/2024 Advisory Services Network LLC66,103$3.22M0.1%+142.0%0.661%
2/9/2024 Cambridge Investment Research Advisors Inc.29,956$1.46M0.0%-5.5%0.300%
2/9/2024 Certified Advisory Corp50,856$2.48M0.4%+7.5%0.509%
2/9/2024 Corient Private Wealth LLC30,651$1.49M0.0%+2.1%0.307%
2/9/2024 Sachetta LLC740$36K0.0%N/A0.007%
2/9/2024 Wells Fargo & Company MN177,918$8.67M0.0%-2.4%1.779%
2/8/2024 Tortoise Investment Management LLC2,667$125K0.0%-23.4%0.027%
2/7/2024 Avantax Advisory Services Inc.40,661$1.98M0.0%+7.5%0.407%
2/7/2024 AGF Management Ltd.34,324$1.67M0.0%+42.1%0.343%
2/6/2024 SYM FINANCIAL Corp1,000$49K0.0%-57.4%0.010%
2/6/2024 Robertson Stephens Wealth Management LLC6,704$327K0.0%N/A0.067%
2/2/2024 Absolute Capital Management LLC14,709$717K0.7%N/A0.147%
2/2/2024 Yoder Wealth Management Inc.15,766$768K0.5%+12.0%0.158%
2/1/2024 Sigma Planning Corp4,459$217K0.0%-63.7%0.045%
2/1/2024 CWM LLC2,085$102K0.0%-70.7%0.021%
1/31/2024 Beaumont Financial Advisors LLC28,265$1.38M0.1%N/A0.283%
1/26/2024 B.O.S.S. Retirement Advisors LLC5,642$275K0.1%N/A0.056%
1/25/2024 International Assets Investment Management LLC49,671$2.42M0.0%N/A0.497%
1/24/2024 International Assets Investment Management LLC49,671$2.42M0.0%N/A0.497%
1/18/2024 SeaCrest Wealth Management LLC8,591$411K0.1%N/A0.086%
1/18/2024 Peak Financial Management Inc.148,268$7.23M2.4%-5.4%1.483%
1/17/2024 Kingdom Financial Group LLC.5,061$247K0.2%N/A0.051%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/16/2024Raymond James Financial Services Advisors Inc.22,022$1.07M0.0%-2.5%0.220%
1/12/2024 CX Institutional14,680$715K0.0%N/A0.147%
1/8/2024 Lynch & Associates IN7,738$377K0.1%+6.4%0.077%
11/30/2023 Modera Wealth Management LLC16,176$715K0.0%N/A0.162%
11/16/2023 Essex Financial Services Inc.6,369$281K0.0%N/A0.064%
11/15/2023 Lido Advisors LLC474,023$20.95M0.2%+7.8%4.740%
11/15/2023 Stone House Investment Management LLC1,272$56K0.0%N/A0.013%
11/14/2023 Tower Research Capital LLC TRC11,797$521K0.0%+589,750.0%0.118%
11/13/2023 Certified Advisory Corp47,319$2.09M0.2%+28.5%0.473%
11/13/2023 LPL Financial LLC90,678$4.01M0.0%+12.3%0.907%
(Data available from 1/1/2016 forward)

FMAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMAT shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Fidelity MSCI Materials Index ETF. The most heavily invested institutionals were Graham Capital Wealth Management LLC ($489.18M), AE Wealth Management LLC ($27.91M), Envestnet Asset Management Inc. ($22.94M), Lido Advisors LLC ($20.95M), Vicus Capital ($11.61M), Cetera Investment Advisers ($10.62M), and Osaic Holdings Inc. ($10.09M).Learn more on FMAT's institutional investors.

Which institutional investors have been buying Fidelity MSCI Materials Index ETF stock?

Of the 85 institutional investors that purchased Fidelity MSCI Materials Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($285.75K), Vicus Capital ($254.62K), AE Wealth Management LLC ($167.65K), International Assets Investment Management LLC ($105.40K), Cetera Investment Advisers ($95.49K), Beaumont Financial Advisors LLC ($81.57K), and Advisory Services Network LLC ($59.41K).

How much institutional buying is happening at Fidelity MSCI Materials Index ETF?

Institutional investors have bought a total of 1,830,780 shares in the last 24 months. This purchase volume represents approximately $85.93M in transactions.

Which Fidelity MSCI Materials Index ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold Fidelity MSCI Materials Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Peak Financial Management Inc. ($108.65K), Commonwealth Equity Services LLC ($97.76K), Osaic Holdings Inc. ($90.01K), IFP Advisors Inc ($53.24K), Mercer Global Advisors Inc. ADV ($37.82K), Avantax Advisory Services Inc. ($36.14K), and Cambridge Investment Research Advisors Inc. ($31.53K).

How much institutional selling is happening at Fidelity MSCI Materials Index ETF?

Institutional investors have sold a total of 714,826 shares in the last 24 months. This volume of shares sold represents approximately $33.93M in transactions.



This page (NYSEARCA:FMAT) was last updated on 12/21/2024 by MarketBeat.com Staff
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