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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

92 hedge funds and large institutions have $171M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 24 closing their positions.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
29
Reduced
26
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$24.6M
2
FI
2
FormulaFolio Investments
Michigan
$14.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.82M
5
Truist Financial
5
Truist Financial
North Carolina
$9.09M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$488K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.17M
4
KCM
4
Karp Capital Management
California
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$23K 719 +202 +39%
RCA
77
Ranch Capital Advisors
Florida
$19K 600 – –
JPLA
78
Joseph P. Lucia & Associates
New York
$17K 515 – –
EIP
79
Ellis Investment Partners
Pennsylvania
$13K 427 +3 +0.7%
SFS
80
Sowell Financial Services
Arkansas
$12K 362 +10 +3%
CAC
81
Certified Advisory Corp
Florida
$11K 330 -28 -8%
AIC
82
Archer Investment Corporation
Indiana
$9K 277 – –
VFA
83
Valeo Financial Advisors
Indiana
$9K 260 – –
ME
84
McIlrath & Eck
Washington
$7K 223 +223 New
EW
85
Element Wealth
Mississippi
$5K 155 +1 +0.6%
CCM
86
Cox Capital Management
Massachusetts
$4K 104 +104 New
SIM
87
Sonora Investment Management
Arizona
$3K 105 +105 New
GWMIA
88
Global Wealth Management Investment Advisory
Florida
$2K 75 – –
AIL
89
AGF Investments LLC
Ontario, Canada
$1K 18 -19 -51%
BWM
90
BerganKDV Wealth Management
Minnesota
$1K 17 – –
OPS
91
Orion Portfolio Solutions
Nebraska
$1K 16 +16 New
CSIA
92
Charles Schwab Investment Advisory
California
– – -811,805 Closed
KCM
93
Karp Capital Management
California
– – -188,651 Closed
RWP
94
RWA Wealth Partners
Massachusetts
– – -172,221 Closed
SCP
95
Silverleafe Capital Partners
Tennessee
– – -62,386 Closed
NR
96
Newfound Research
Massachusetts
– – -55,303 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– – -42,710 Closed
AI
98
Atria Investments
North Carolina
– – -23,921 Closed
MWC
99
MKD Wealth Coaches
Michigan
– – -19,003 Closed
EH
100
Equitable Holdings
New York
– – -13,835 Closed
1 2 3
4
5