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Fidelity MSCI Consumer Staples Index ETF
FSTA

128 hedge funds and large institutions have $450M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 29

29% more capital invested

Capital invested by funds: $348M → $450M (+$102M)

9% more funds holding

Funds holding: 117 → 128 (+11)

4.93% more ownership

Funds ownership: 44.45% → 49.38% (+4.9%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
48
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$40.5M
2
Goldman Sachs
Goldman Sachs
New York
+$13.6M
3
Truist Financial
Truist Financial
North Carolina
+$8.89M
4
HighTower Advisors
HighTower Advisors
Illinois
+$8.29M
5
KAS
Kestra Advisory Services
Texas
+$4.33M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$6.75M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.3M
3
ETC
Exchange Traded Concepts
Oklahoma
-$2.23M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$2M
5
DFG
Demars Financial Group
Washington
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$739K +$132K +3,334 +22%
LA
52
Lynch & Associates
Indiana
$736K -$39.6K -1,001 -5%
SW
53
SVB Wealth
Massachusetts
$710K -$187K -4,723 -21%
BCM
54
Beck Capital Management
Texas
$709K -$9.11K -230 -1%
CH
55
Canton Hathaway
Rhode Island
$646K -$9.15K -231 -1%
Morgan Stanley
56
Morgan Stanley
New York
$639K +$95.6K +2,415 +18%
RBFC
57
Roman Butler Fullerton & Co
Missouri
$630K +$1.54K +39 +0.3%
SCA
58
Snowden Capital Advisors
New York
$607K +$23.8K +600 +4%
RSWM
59
Robertson Stephens Wealth Management
California
$548K – – –
HCA
60
Heck Capital Advisors
Wisconsin
$539K +$56.1K +1,417 +12%
PG
61
Prostatis Group
Maryland
$537K -$612K -15,441 -54%
CA
62
Cetera Advisors
Colorado
$512K +$28.4K +716 +6%
KWM
63
Kingsview Wealth Management
Oregon
$489K +$46.1K +1,164 +11%
LI
64
LVZ Inc
Michigan
$452K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$445K +$171K +4,306 +65%
PCH
66
PGIM Custom Harvest
New Jersey
$444K +$432K +10,915 New
TC
67
TAP Consulting
Missouri
$443K +$53.7K +1,356 +14%
SSWM
68
Smith Salley Wealth Management
North Carolina
$442K +$11.8K +299 +3%
FA
69
FMA Advisory
Pennsylvania
$439K -$23.9K -603 -5%
AW
70
ACG Wealth
Georgia
$415K +$53.2K +1,343 +15%
MWM
71
Maltin Wealth Management
New Jersey
$396K -$52.2K -1,319 -12%
LNC
72
Lincoln National Corp
Pennsylvania
$393K -$24.4K -617 -6%
MA
73
Mutual Advisors
Nebraska
$386K +$101K +2,550 +37%
CFD
74
Creative Financial Designs
Indiana
$369K -$137K -3,464 -28%
Prudential Financial
75
Prudential Financial
New Jersey
$333K -$34.8K -878 -10%
1 2
3
4 5

FSTA Hedge Fund Activity: Q4 2020 in Review

128 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2020, worth a combined $450M — up 29% from $348M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FSTA positions and 16 closed out — a net gain of 11 holders — while 48 added to existing stakes and 29 trimmed.

The largest buyer was Charles Schwab, adding an estimated $40.5M. The largest seller was FormulaFolio Investments, cutting an estimated $6.75M.

  • 128 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2020, up from 117 in Q3 2020.
  • Funds reported $450M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 27 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2020 and 16 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2020 was Charles Schwab, an estimated $40.5M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2020 was FormulaFolio Investments, an estimated $6.75M sold.

Based on aggregated 13F filings for Q4 2020.