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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$94.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.9M
3
BCM
3
Beaumont Capital Management
Massachusetts
$10.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.89M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.35M
2
SL
2
Systelligence LLC
Minnesota
$5.48M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.54M
4
TA
4
TrueWealth Advisors
Alabama
$971K
5
KAS
5
Kestra Advisory Services
Texas
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$4.16M 91,537 +11,511 +14%
FP
27
Financial Perspectives
Minnesota
$4.12M 90,740 +3,494 +4%
BCI
28
Brinker Capital Investments
Pennsylvania
$4.04M 88,971 +39,099 +78%
OPS
29
Orion Portfolio Solutions
Nebraska
$4.04M 88,971 +39,099 +78%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.89M 85,726 +81,824 +2,097%
WI
31
WBI Investments
New Jersey
$3.78M 83,182 +23,113 +38%
AWM
32
AE Wealth Management
Kansas
$3.7M 81,363 -10,602 -12%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3.23M 71,161 +8,965 +14%
FTS
34
Fifth Third Securities
Ohio
$3.06M 67,397 -1,661 -2%
HCA
35
Heck Capital Advisors
Wisconsin
$2.83M 62,323 -4,725 -7%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.71M 59,640 +21,829 +58%
UBS Group
37
UBS Group
Switzerland
$2.52M 55,523 -4,940 -8%
Bank of America
38
Bank of America
North Carolina
$2.52M 55,442 -15,949 -22%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.5M 55,015 +11,692 +27%
CA
40
Crumly & Associates
Illinois
$2.47M 54,317 +17,324 +47%
SIA
41
Soltis Investment Advisors
Utah
$2.3M 50,713 -1,806 -3%
AM
42
AGF Management
Ontario, Canada
$2.27M 50,043 +11,734 +31%
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$2.19M 48,218 -11,967 -20%
SPC
44
Sigma Planning Corp
Michigan
$2.13M 46,928 +3,936 +9%
NA
45
NewEdge Advisors
Louisiana
$2.07M 45,505 +45,505 New
Stifel Financial
46
Stifel Financial
Missouri
$1.96M 43,077 +309 +0.7%
JWCA
47
J.W. Cole Advisors
Florida
$1.82M 40,046 +301 +0.8%
Truist Financial
48
Truist Financial
North Carolina
$1.65M 36,383 -16,356 -31%
AWM
49
Abound Wealth Management
Tennessee
$1.61M 35,433 +2,310 +7%
Prudential Financial
50
Prudential Financial
New Jersey
$1.41M 31,115 +11,133 +56%
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