We are live on ! Find out more
FSTA icon

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
COCM
101
Charter Oak Capital Management
New Hampshire
$19K +$18.6K +470 New
EIP
102
Ellis Investment Partners
Pennsylvania
$18K +$119 +3 +0.7%
HNB
103
Huntington National Bank
Ohio
$17K – – –
PFA
104
Professional Financial Advisors
Nebraska
$13K +$40 +1 +0.3%
APA
105
American Portfolios Advisors
New York
$11.3K -$594 -15 -5%
VFA
106
Valeo Financial Advisors
Indiana
$11K – – –
AWM
107
Avior Wealth Management
Nebraska
$11K +$11.3K +285 New
PMFA
108
Plante Moran Financial Advisors
Michigan
$10K – – –
SFS
109
Sowell Financial Services
Arkansas
$10K – – –
HR
110
Howe & Rusling
New York
$10K +$9.9K +250 New
ME
111
McIlrath & Eck
Washington
$9K – – –
PA
112
Parallel Advisors
California
$9K +$40 +1 +0.5%
EW
113
Element Wealth
Mississippi
$6K – – –
AF
114
Advisornet Financial
Minnesota
$6K +$6.14K +155 New
GI
115
Gradient Investments
Minnesota
$5K – – –
SIS
116
Sound Income Strategies
Florida
$5K +$1.39K +35 +36%
JP Morgan Chase
117
JP Morgan Chase
New York
$4K – – –
IWMWV
118
Ironwood Wealth Management (West Virginia)
West Virginia
$4K +$3.96K +100 New
AIC
119
Archer Investment Corporation
Indiana
$3.13K – – –
S
120
SignatureFD
Georgia
$3K +$2.57K +65 New
DI
121
Disciplined Investments
Oklahoma
$2K – – –
GRP
122
Global Retirement Partners
California
$2K – – –
RIA
123
RPG Investment Advisory
California
$2K +$1.78K +45 New
SWA
124
SOA Wealth Advisors
New York
$2K +$2.18K +55 New
AIL
125
AGF Investments LLC
Ontario, Canada
$1K – – –
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.