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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$94.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.9M
3
BCM
3
Beaumont Capital Management
Massachusetts
$10.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.89M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.35M
2
SL
2
Systelligence LLC
Minnesota
$5.48M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.54M
4
TA
4
TrueWealth Advisors
Alabama
$971K
5
KAS
5
Kestra Advisory Services
Texas
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
RBFC
101
Roman Butler Fullerton & Co
Missouri
$383K 8,379 +12 +0.1%
IAA
102
Independent Advisor Alliance
North Carolina
$362K 7,975 +7,975 New
C
103
CEDRUS
Colorado
$353K 7,763 -178 -2%
SHIM
104
Stone House Investment Management
Pennsylvania
$352K 7,741 +45 +0.6%
CAG
105
Csenge Advisory Group
Florida
$335K 7,379 +7,379 New
Fisher Asset Management
106
Fisher Asset Management
Washington
$315K 6,929 +6,929 New
Creative Planning
107
Creative Planning
Kansas
$304K 6,684 +970 +17%
Corient Private Wealth
108
Corient Private Wealth
Florida
$298K 6,558 +6,558 New
RJFSA
109
Raymond James Financial Services Advisors
Florida
$279K 6,147 -141 -2%
TCM
110
Traynor Capital Management
Pennsylvania
$270K 5,949 +1 +0%
SW
111
SVB Wealth
Massachusetts
$270K 5,938 – –
AWE
112
Avidian Wealth Enterprises
Texas
$266K 5,867 – –
CF
113
Clarity Financial
Texas
$265K 5,843 +5,843 New
CA
114
Cetera Advisors
Colorado
$263K 5,792 +274 +5%
BFA
115
Beaumont Financial Advisors
Massachusetts
$259K 5,711 – –
SAM
116
Secure Asset Management
Michigan
$257K 5,653 +583 +11%
CFD
117
Creative Financial Designs
Indiana
$247K 5,439 +968 +22%
VAM
118
Verity Asset Management
North Carolina
$232K 5,099 +5,099 New
FCA
119
FLC Capital Advisors
California
$227K 5,000 – –
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$226K 4,967 -295 -6%
DFG
121
Demars Financial Group
Washington
$219K 4,825 -36 -0.7%
MWM
122
Meridian Wealth Management
Kentucky
$214K 4,722 +28 +0.6%
PCH
123
PGIM Custom Harvest
New Jersey
$214K 4,705 – –
BAM
124
Belpointe Asset Management
Nevada
$203K 4,471 -6,219 -58%
CAL
125
Capital Analysts LLC
Pennsylvania
$196K 4,316 +26 +0.6%
3 4
5
6 7