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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$94.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.9M
3
BCM
3
Beaumont Capital Management
Massachusetts
$10.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.89M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.35M
2
SL
2
Systelligence LLC
Minnesota
$5.48M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.54M
4
TA
4
TrueWealth Advisors
Alabama
$971K
5
KAS
5
Kestra Advisory Services
Texas
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$1.35M 29,653 -510,700 -95%
LA
52
Lifeworks Advisors
Michigan
$1.34M 29,551 -5,132 -15%
SFPG
53
Stonebridge Financial Planning Group
Florida
$1.3M 28,652 +3,322 +13%
Macquarie Group
54
Macquarie Group
Australia
$1.28M 28,243 – –
IOOF
55
Independent Order of Foresters
Ontario, Canada
$1.28M 28,243 – –
AWM
56
Axxcess Wealth Management
California
$1.23M 27,185 +27,185 New
FFWA
57
FRG Family Wealth Advisors
Washington
$1.21M 26,605 +660 +3%
AB
58
Atlas Brown
Kentucky
$1.19M 26,297 -5,410 -17%
Citadel Advisors
59
Citadel Advisors
Florida
$1.19M 26,182 +18,684 +249%
KPWS
60
Kestra Private Wealth Services
Texas
$1.19M 26,136 -31 -0.1%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1.15M 25,300 +7,003 +38%
SCA
62
Snowden Capital Advisors
New York
$1.08M 23,853 +2,574 +12%
SSWM
63
Smith Salley Wealth Management
North Carolina
$1.08M 23,851 +1,849 +8%
ECM
64
Exchange Capital Management
Michigan
$1.07M 23,450 -1,433 -6%
Wells Fargo
65
Wells Fargo
California
$1.01M 22,223 -3,931 -15%
AWA
66
Arkadios Wealth Advisors
Georgia
$991K 21,819 +1,714 +9%
IWC
67
Integrated Wealth Concepts
Massachusetts
$976K 21,491 +416 +2%
TA
68
TrueWealth Advisors
Alabama
$971K 21,369 -44,497 -68%
BCM
69
Brookstone Capital Management
Illinois
$964K 21,434 +5,899 +38%
LA
70
Lynch & Associates
Indiana
$923K 20,332 +1,082 +6%
YWM
71
Yoder Wealth Management
California
$879K 19,344 +2,135 +12%
BCM
72
Beck Capital Management
Texas
$849K 18,697 +3,611 +24%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$847K 18,645 -21,043 -53%
CFP
74
Curran Financial Partners
South Carolina
$787K 17,329 -270 -2%
SS
75
Sunbelt Securities
Texas
$768K 16,898 -3,245 -16%
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