We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

193 hedge funds and large institutions have $519M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.55% more ownership

Funds ownership: 39.22%39.77% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $532M → $519M (-$12.4M)

5% less funds holding

Funds holding: 203193 (-10)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
68
Reduced
66
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
Lifeworks Advisors
Michigan
$4.05M +$457K +8,948 +12%
JWCA
27
J.W. Cole Advisors
Florida
$3.87M -$28.9K -565 -0.7%
FSC
28
Full Sail Capital
Oklahoma
$3.8M -$751K -14,686 -16%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.31M -$123K -2,405 -3%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$3.28M +$497K +9,728 +17%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$2.91M -$5.94M -116,234 -67%
Bank of America
32
Bank of America
North Carolina
$2.89M +$65.6K +1,283 +2%
RF
33
Roxbury Financial
New Jersey
$2.81M +$8.59K +168 +0.3%
UBS Group
34
UBS Group
Switzerland
$2.7M +$42.6K +834 +2%
WA
35
Waverly Advisors
Alabama
$2.66M -$234K -4,573 -8%
AWA
36
Arkadios Wealth Advisors
Georgia
$2.64M +$282K +5,525 +12%
Stifel Financial
37
Stifel Financial
Missouri
$2.39M -$13K -254 -0.5%
WFS
38
Walker Financial Services
Kentucky
$1.82M -$217K -4,248 -10%
YWM
39
Yoder Wealth Management
California
$1.81M +$117K +2,288 +7%
PS
40
Principal Securities
Iowa
$1.66M -$145K -2,829 -8%
SPC
41
Sigma Planning Corp
Michigan
$1.65M -$76.8K -1,502 -4%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.63M +$964K +18,855 +135%
Ameriprise
43
Ameriprise
Minnesota
$1.62M -$526K -10,285 -24%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.59M +$152K +2,976 +10%
LA
45
Lynch & Associates
Indiana
$1.46M +$66.5K +1,300 +5%
HCA
46
Heck Capital Advisors
Wisconsin
$1.4M +$9.81K +192 +0.7%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.37M -$1.23M -24,145 -47%
Wells Fargo
48
Wells Fargo
California
$1.36M -$144K -2,812 -9%
Raymond James Financial
49
Raymond James Financial
Florida
$1.36M +$945K +18,481 +210%
FFWA
50
FRG Family Wealth Advisors
Washington
$1.34M -$280K -5,475 -17%

FSTA Hedge Fund Activity: Q3 2025 in Review

193 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q3 2025, worth a combined $519M — down 2.3% from $532M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FSTA and 22 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 68 added.

The largest buyer was Envestnet Asset Management, adding an estimated $7.02M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $5.94M.

  • 193 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q3 2025, down from 203 in Q2 2025.
  • Funds reported $519M of Fidelity MSCI Consumer Staples Index ETF stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q3 2025 and 25 closed out, a net change of -3 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $7.02M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q3 2025 was Kovitz Investment Group Partners, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2025.