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Fidelity MSCI Consumer Staples Index ETF
FSTA

128 hedge funds and large institutions have $450M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 29

29% more capital invested

Capital invested by funds: $348M → $450M (+$102M)

9% more funds holding

Funds holding: 117 → 128 (+11)

4.93% more ownership

Funds ownership: 44.45% → 49.38% (+4.9%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
48
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$40.5M
2
Goldman Sachs
Goldman Sachs
New York
+$13.6M
3
Truist Financial
Truist Financial
North Carolina
+$8.89M
4
HighTower Advisors
HighTower Advisors
Illinois
+$8.29M
5
KAS
Kestra Advisory Services
Texas
+$4.33M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$6.75M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.3M
3
ETC
Exchange Traded Concepts
Oklahoma
-$2.23M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$2M
5
DFG
Demars Financial Group
Washington
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.89M +$224K +5,644 +9%
5L
27
55I LLC
Massachusetts
$2.82M -$103K -2,612 -4%
AWA
28
Arkadios Wealth Advisors
Georgia
$2.49M +$201K +5,070 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.91M +$1.86M +46,971 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$1.87M -$2M -50,509 -52%
IOOF
31
Independent Order of Foresters
Ontario, Canada
$1.55M – – –
Macquarie Group
32
Macquarie Group
Australia
$1.55M +$1.51M +38,188 New
Stifel Financial
33
Stifel Financial
Missouri
$1.46M +$62.1K +1,568 +5%
WI
34
WBI Investments
New Jersey
$1.44M +$1.4M +35,460 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.44M – – –
HH
36
Hilltop Holdings
Texas
$1.4M +$264K +6,672 +24%
AB
37
Atlas Brown
Kentucky
$1.4M +$475 +12 +0%
SPC
38
Sigma Planning Corp
Michigan
$1.34M +$57.2K +1,444 +5%
ECM
39
Exchange Capital Management
Michigan
$1.18M -$7.92K -200 -0.7%
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$1.16M -$83K -2,096 -7%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.15M +$272K +6,872 +32%
FP
42
Financial Perspectives
Minnesota
$1.07M +$456K +11,503 +78%
CF
43
Clarity Financial
Texas
$1.06M +$1.03M +26,051 New
BCA
44
Bray Capital Advisors
Florida
$1.04M – – –
TA
45
TrueWealth Advisors
Alabama
$974K +$962K +24,297 New
LG
46
Leuthold Group
Minnesota
$932K +$40.2K +1,014 +5%
ACA
47
Atlas Capital Advisors
Wyoming
$919K -$28.3K -715 -3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$913K +$390K +9,836 +78%
EWM
49
EPG Wealth Management
Georgia
$828K +$240K +6,059 +42%
KPWS
50
Kestra Private Wealth Services
Texas
$757K +$75.3K +1,900 +11%
1
2
3 4 5

FSTA Hedge Fund Activity: Q4 2020 in Review

128 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2020, worth a combined $450M — up 29% from $348M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FSTA positions and 16 closed out — a net gain of 11 holders — while 48 added to existing stakes and 29 trimmed.

The largest buyer was Charles Schwab, adding an estimated $40.5M. The largest seller was FormulaFolio Investments, cutting an estimated $6.75M.

  • 128 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2020, up from 117 in Q3 2020.
  • Funds reported $450M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 27 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2020 and 16 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2020 was Charles Schwab, an estimated $40.5M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2020 was FormulaFolio Investments, an estimated $6.75M sold.

Based on aggregated 13F filings for Q4 2020.