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Fidelity MSCI Consumer Staples Index ETF
FSTA

79 hedge funds and large institutions have $257M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $230M → $257M (+$26.9M)

11% more funds holding

Funds holding: 71 → 79 (+8)

0.2% less ownership

Funds ownership: 48.97% → 48.77% (-0.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
34
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Karp Capital Management
California
+$5.53M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.25M
3
SW
SVB Wealth
Massachusetts
+$3.61M
4
CWG
Cornerstone Wealth Group
North Carolina
+$1.63M
5
Lido Advisors
Lido Advisors
California
+$1.17M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$2.12M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.88M
3
Goldman Sachs
Goldman Sachs
New York
-$1.7M
4
JPLA
Joseph P. Lucia & Associates
New York
-$802K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$679K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
76
AGF Investments LLC
Ontario, Canada
$1K – – –
BWM
77
BerganKDV Wealth Management
Minnesota
$1K – – –
Goldman Sachs
78
Goldman Sachs
New York
– -$1.7M -50,100 Closed
FTIOP
79
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$365K -10,738 Closed
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
– -$278K -8,220 Closed
DWM
81
Dakota Wealth Management
Florida
– -$209K -6,179 Closed
AIM
82
Advantage Investment Management
Iowa
– -$46K -1,344 Closed
AA
83
Advisory Alpha
Michigan
– -$23.8K -699 Closed
RFC
84
Regions Financial Corp
Alabama
– -$17K -500 Closed
SIM
85
Sonora Investment Management
Arizona
– -$11K -329 Closed
GAM
86
Gemmer Asset Management
California
– -$4K -126 Closed
TPWA
87
TRUE Private Wealth Advisors
Oregon
– +$309 +9 New
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