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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
PCS
76
Personal CFO Solutions
New Jersey
$331K +$66K +1,667 +26%
BAM
77
Belpointe Asset Management
Nevada
$330K +$3.68K +93 +1%
GD
78
Grandfield & Dodd
New York
$300K +$288K +7,281 New
WIA
79
World Investment Advisors
California
$290K +$286K +7,219 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$283K +$3.45K +87 +1%
LFF
81
Level Four Financial
Texas
$254K +$247K +6,235 New
IC
82
Inscription Capital
Texas
$253K – – –
SI
83
Stephens Inc
Arkansas
$246K -$69.4K -1,752 -22%
SS
84
Sunbelt Securities
Texas
$240K +$234K +5,906 New
SPFA
85
Summit Place Financial Advisors
New Jersey
$220K -$23.8K -600 -10%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$219K +$68.3K +1,724 +47%
MHR
87
Matthew Hamilton Rosenberg
$212K – – –
FCA
88
FLC Capital Advisors
California
$203K +$198K +5,000 New
CFGS
89
Concourse Financial Group Securities
Alabama
$116K +$36.6K +925 +48%
CAAS
90
Capital Asset Advisory Services
Michigan
$77K +$11.3K +285 +18%
Franklin Resources
91
Franklin Resources
California
$59K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$56K – – –
AWM
93
Accel Wealth Management
Iowa
$49K +$47.8K +1,206 New
PWM
94
Perigon Wealth Management
California
$45K +$43.4K +1,097 New
PG
95
Proffitt & Goodson
Tennessee
$40K – – –
IA
96
IFP Advisors
Florida
$30K -$29.8K -753 -50%
RCA
97
Ranch Capital Advisors
Florida
$24K – – –
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$3.29K +83 +18%
JPLA
99
Joseph P. Lucia & Associates
New York
$21K +$20.4K +515 New
BWM
100
Birchcreek Wealth Management
Ohio
$21K +$20.7K +522 New
2 3
4
5 6

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.