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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

153 hedge funds and large institutions have $407M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 20 closing their positions.

Holders
153
Holders Change
-10
Holders Change %
-6.13%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
47
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$11.9M
2
AWS
2
Atria Wealth Solutions
New York
$11.2M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$7.57M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.6M
5
Lido Advisors
5
Lido Advisors
California
$57.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.5M
2
KAS
2
Kestra Advisory Services
Texas
$5.29M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$5.98M
5
ASN
5
Advisory Services Network
Georgia
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.45M 51,653 -2,616 -5%
Stifel Financial
27
Stifel Financial
Missouri
$2.44M 51,496 +863 +2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$2.44M 51,421 +16,017 +45%
Prudential Financial
29
Prudential Financial
New Jersey
$1.98M 41,668 +380 +0.9%
BWM
30
Buska Wealth Management
Wisconsin
$1.97M 41,616 -13,401 -24%
Bank of America
31
Bank of America
North Carolina
$1.83M 38,571 -4,977 -11%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.79M 37,795 -16,478 -30%
SPC
33
Sigma Planning Corp
Michigan
$1.61M 33,879 -2,093 -6%
WFS
34
Walker Financial Services
Kentucky
$1.55M 32,742 -3,681 -10%
VWM
35
VCI Wealth Management
Missouri
$1.53M 32,366 +32,366 New
BFA
36
Beaumont Financial Advisors
Massachusetts
$1.5M 31,707 +20 +0.1%
Wells Fargo
37
Wells Fargo
California
$1.49M 31,414 -45 -0.1%
PS
38
Principal Securities
Iowa
$1.48M 31,218 -1,053 -3%
AWA
39
Arkadios Wealth Advisors
Georgia
$1.41M 29,699 +4,704 +19%
SCA
40
Snowden Capital Advisors
New York
$1.38M 29,068 +297 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.33M 28,079 -51,068 -65%
LA
42
Lifeworks Advisors
Michigan
$1.32M 27,857 -28 -0.1%
HCA
43
Heck Capital Advisors
Wisconsin
$1.3M 27,320 -671 -2%
AB
44
Atlas Brown
Kentucky
$1.27M 26,724 +371 +1%
IOOF
45
Independent Order of Foresters
Ontario, Canada
$1.23M 25,886 – –
Macquarie Group
46
Macquarie Group
Australia
$1.23M 25,886 – –
FFWA
47
FRG Family Wealth Advisors
Washington
$1.23M 25,310 +2,110 +9%
LFG
48
Larson Financial Group
Missouri
$1.21M 25,528 +25,495 +77,258%
LA
49
Lynch & Associates
Indiana
$1.2M 25,360 +983 +4%
YWM
50
Yoder Wealth Management
California
$1.2M 25,323 +1,453 +6%
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