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Fidelity MSCI Consumer Staples Index ETF
FSTA

153 hedge funds and large institutions have $407M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.11% more ownership

Funds ownership: 37.26% → 38.37% (+1.1%)

2% less capital invested

Capital invested by funds: $414M → $407M (-$7.12M)

6% less funds holding

Funds holding: 163 → 153 (-10)

27% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 64

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
153
Holders Change
-10
Holders Change %
-6.13%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
47
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
+$11.9M
2
AWS
Atria Wealth Solutions
New York
+$9.16M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.55M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.11M
5
SFC
Strategic Financial Concepts
Texas
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.97M
2
KAS
Kestra Advisory Services
Texas
-$4.85M
3
LNC
Lincoln National Corp
Pennsylvania
-$4.69M
4
Goldman Sachs
Goldman Sachs
New York
-$3.68M
5
ASN
Advisory Services Network
Georgia
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
76
Sunbelt Securities
Texas
$483K -$184K -3,878 -28%
Fisher Asset Management
77
Fisher Asset Management
Washington
$470K -$12.9K -272 -3%
GCP
78
GSA Capital Partners
United Kingdom
$463K +$140K +2,956 +43%
BCA
79
Bray Capital Advisors
Florida
$462K – – –
AAS
80
Ameritas Advisory Services
Nebraska
$455K -$13.7K -289 -3%
PWA
81
Prairie Wealth Advisors
Nebraska
$444K +$5.21K +110 +1%
WIA
82
World Investment Advisors
California
$442K +$8.52K +180 +2%
KeyBank National Association
83
KeyBank National Association
Ohio
$440K -$198K -4,179 -31%
PCH
84
PGIM Custom Harvest
New Jersey
$433K +$78.3K +1,655 +22%
TA
85
TrueWealth Advisors
Alabama
$432K -$59K -1,246 -12%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$416K -$152K -3,219 -27%
AWE
87
Avidian Wealth Enterprises
Texas
$415K – – –
ASN
88
Advisory Services Network
Georgia
$415K -$2.7M -57,134 -87%
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$408K -$462K -9,763 -53%
RBFC
90
Roman Butler Fullerton & Co
Missouri
$402K – – –
IAA
91
Independent Advisor Alliance
North Carolina
$389K +$1.8K +38 +0.5%
SCA
92
Southern Capital Advisors
Tennessee
$385K -$14.4K -305 -4%
SIA
93
Soltis Investment Advisors
Utah
$372K – – –
KWM
94
Kingsview Wealth Management
Oregon
$369K -$4.17K -88 -1%
GWM
95
GSB Wealth Management
Connecticut
$355K – – –
Corient Private Wealth
96
Corient Private Wealth
Florida
$340K – – –
NS
97
NBC Securities
Alabama
$336K -$100K -2,121 -23%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$335K +$2.6K +55 +0.8%
CAG
99
Csenge Advisory Group
Florida
$298K +$2.37K +50 +0.8%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$268K -$46.1K -973 -15%
2 3
4
5 6

FSTA Hedge Fund Activity: Q2 2024 in Review

153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2024, worth a combined $407M — down 1.7% from $414M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FSTA and 14 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 47 added.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $11.9M. The largest seller was Envestnet Asset Management, cutting an estimated $5.97M.

  • 153 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2024, down from 163 in Q1 2024.
  • Funds reported $407M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2024 and 20 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2024 was Systelligence LLC, an estimated $11.9M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2024.