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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

164 hedge funds and large institutions have $416M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
57
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$34.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.65M
4
Charles Schwab
4
Charles Schwab
California
$96.7M
5
CI
5
CX Institutional
Indiana
$3.06M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$5.98M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.2M
3
CW
3
Connectus Wealth
Ohio
$0
4
PCS
4
Personal CFO Solutions
New Jersey
$0
5
Ameriprise
5
Ameriprise
Minnesota
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
26
Atlas Capital Advisors
Wyoming
$2.86M 64,021 -5,670 -8%
Bank of America
27
Bank of America
North Carolina
$2.57M 57,552 +4,339 +8%
UBS Group
28
UBS Group
Switzerland
$2.41M 53,985 -1,094 -2%
MAM
29
Marotta Asset Management
Virginia
$2.41M 53,982 +21,052 +64%
Stifel Financial
30
Stifel Financial
Missouri
$2.23M 49,949 +3,320 +7%
AWS
31
Atria Wealth Solutions
New York
$2.22M 49,771 -17,316 -26%
WFS
32
Walker Financial Services
Kentucky
$2.2M 49,276 -26,574 -35%
JWCA
33
J.W. Cole Advisors
Florida
$1.84M 41,285 -1,540 -4%
Prudential Financial
34
Prudential Financial
New Jersey
$1.79M 40,207 -3,427 -8%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.76M 39,379 +5,218 +15%
SPIA
36
Steward Partners Investment Advisory
New York
$1.67M 37,504 +2,952 +9%
BFA
37
Beaumont Financial Advisors
Massachusetts
$1.59M 35,612 +29,901 +524%
Wells Fargo
38
Wells Fargo
California
$1.57M 35,189 +10,885 +45%
CAN
39
Cetera Advisor Networks
California
$1.46M 32,761 +9,872 +43%
Ameriprise
40
Ameriprise
Minnesota
$1.42M 31,867 -96,955 -75%
PS
41
Principal Securities
Iowa
$1.41M 31,516 +31,516 New
CAL
42
Capital Analysts LLC
Pennsylvania
$1.39M 31,080 +4 +0%
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$1.31M 29,347 -21,477 -42%
Truist Financial
44
Truist Financial
North Carolina
$1.29M 28,946 -6,524 -18%
IOOF
45
Independent Order of Foresters
Ontario, Canada
$1.26M 28,243 – –
Macquarie Group
46
Macquarie Group
Australia
$1.26M 28,243 – –
HCA
47
Heck Capital Advisors
Wisconsin
$1.24M 27,748 -26,936 -49%
LA
48
Lifeworks Advisors
Michigan
$1.22M 27,231 -550 -2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.19M 26,743 +1,514 +6%
AB
50
Atlas Brown
Kentucky
$1.19M 26,604 +69 +0.3%
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