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Fidelity MSCI Consumer Staples Index ETF
FSTA

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.

New
Increased
Maintained
Reduced
Closed

1.11% more ownership

Funds ownership: 37.26% → 38.37% (+1.1%)

2% less capital invested

Capital invested by funds: $414M → $407M (-$7.12M)

6% less funds holding

Funds holding: 163 → 153 (-10)

27% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 64

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
153
Holders Change
-10
Holders Change %
-6.13%
% of All Funds
2.21%
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
Systelligence LLC
Minnesota
+$11.9M
2
AWS
Atria Wealth Solutions
New York
+$9.16M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.55M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.11M
5
SFC
Strategic Financial Concepts
Texas
+$2.48M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.97M
2
KAS
Kestra Advisory Services
Texas
-$4.85M
3
LNC
Lincoln National Corp
Pennsylvania
-$4.69M
4
Goldman Sachs
Goldman Sachs
New York
-$3.68M
5
ASN
Advisory Services Network
Georgia
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.45M -$124K -2,616 -5%
Stifel Financial
27
Stifel Financial
Missouri
$2.44M +$40.9K +863 +2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$2.44M +$758K +16,017 +45%
Prudential Financial
29
Prudential Financial
New Jersey
$1.98M +$18K +380 +0.9%
BWM
30
Buska Wealth Management
Wisconsin
$1.97M -$634K -13,401 -24%
Bank of America
31
Bank of America
North Carolina
$1.83M -$236K -4,977 -11%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.79M -$780K -16,478 -30%
SPC
33
Sigma Planning Corp
Michigan
$1.61M -$99.1K -2,093 -6%
WFS
34
Walker Financial Services
Kentucky
$1.55M -$174K -3,681 -10%
VWM
35
VCI Wealth Management
Missouri
$1.53M +$1.53M +32,366 New
BFA
36
Beaumont Financial Advisors
Massachusetts
$1.5M +$947 +20 +0.1%
Wells Fargo
37
Wells Fargo
California
$1.49M -$2.13K -45 -0.1%
PS
38
Principal Securities
Iowa
$1.48M -$49.8K -1,053 -3%
AWA
39
Arkadios Wealth Advisors
Georgia
$1.41M +$223K +4,704 +19%
SCA
40
Snowden Capital Advisors
New York
$1.38M +$14.1K +297 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.33M -$2.42M -51,068 -65%
LA
42
Lifeworks Advisors
Michigan
$1.32M -$1.32K -28 -0.1%
HCA
43
Heck Capital Advisors
Wisconsin
$1.3M -$31.8K -671 -2%
AB
44
Atlas Brown
Kentucky
$1.27M +$17.6K +371 +1%
IOOF
45
Independent Order of Foresters
Ontario, Canada
$1.23M – – –
Macquarie Group
46
Macquarie Group
Australia
$1.23M – – –
FFWA
47
FRG Family Wealth Advisors
Washington
$1.23M +$99.9K +2,110 +9%
LFG
48
Larson Financial Group
Missouri
$1.21M +$1.21M +25,495 +77,258%
LA
49
Lynch & Associates
Indiana
$1.2M +$46.5K +983 +4%
YWM
50
Yoder Wealth Management
California
$1.2M +$68.8K +1,453 +6%
1
2
3 4 5

FSTA Hedge Fund Activity: Q2 2024 in Review

153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2024, worth a combined $407M — down 1.7% from $414M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FSTA and 14 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 47 added.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $11.9M. The largest seller was Envestnet Asset Management, cutting an estimated $5.97M.

  • 153 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2024, down from 163 in Q1 2024.
  • Funds reported $407M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2024 and 20 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2024 was Systelligence LLC, an estimated $11.9M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2024.