FSTA icon

Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

168 hedge funds and large institutions have $477M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 8 closing their positions.

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
68
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$22.2M
2
LFG
2
Larson Financial Group
Missouri
$8.13M
3
MIS
3
Morningstar Investment Services
Illinois
$21.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.52M
5
ERWM
5
Elk River Wealth Management
Colorado
$3.04M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$56.7M
2
AWS
2
Atria Wealth Solutions
New York
$10.8M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$24K
4
VWM
4
VCI Wealth Management
Missouri
$711K
5
Ameriprise
5
Ameriprise
Minnesota
$2.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$597K 11,691 +1,133 +11%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$558K 10,930 -91 -0.8%
SS
78
Sunbelt Securities
Texas
$522K 10,217 +31 +0.3%
Fisher Asset Management
79
Fisher Asset Management
Washington
$510K 9,991 +73 +0.7%
BCA
80
Bray Capital Advisors
Florida
$498K 9,750 – –
PWA
81
Prairie Wealth Advisors
Nebraska
$480K 9,395 +31 +0.3%
WIA
82
World Investment Advisors
California
$477K 9,345 +16 +0.2%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$476K 9,327 +542 +6%
TA
84
TrueWealth Advisors
Alabama
$463K 9,074 -43 -0.5%
AWE
85
Avidian Wealth Enterprises
Texas
$447K 8,760 – –
RBFC
86
Roman Butler Fullerton & Co
Missouri
$429K 8,422 – –
SIA
87
Soltis Investment Advisors
Utah
$425K 8,322 +474 +6%
NS
88
NBC Securities
Alabama
$423K 8,292 +1,194 +17%
ASN
89
Advisory Services Network
Georgia
$415K 8,748 – –
AAS
90
Ameritas Advisory Services
Nebraska
$412K 8,074 -1,529 -16%
SCA
91
Southern Capital Advisors
Tennessee
$411K 8,052 -60 -0.7%
IAA
92
Independent Advisor Alliance
North Carolina
$399K 7,821 -392 -5%
KeyBank National Association
93
KeyBank National Association
Ohio
$399K 7,819 -1,461 -16%
GM
94
GeoWealth Management
Illinois
$384K 7,519 +7,519 New
Corient Private Wealth
95
Corient Private Wealth
Florida
$371K 7,273 +100 +1%
GWM
96
GSB Wealth Management
Connecticut
$364K 7,137 -344 -5%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$359K 7,025 -42 -0.6%
KWM
98
Kingsview Wealth Management
Oregon
$350K 6,857 -921 -12%
CWM
99
Congress Wealth Management
Massachusetts
$345K 6,755 +6,755 New
SF
100
Summit Financial
New Jersey
$330K 6,469 +6,469 New
2 3
4
5 6