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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

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

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
Creative Planning
101
Creative Planning
Kansas
$244K -$57.2K -1,208 -19%
FCA
102
FLC Capital Advisors
California
$237K – – –
RSWM
103
Robertson Stephens Wealth Management
California
$233K -$665K -14,045 -74%
CFD
104
Creative Financial Designs
Indiana
$220K – – –
PFA
105
Pathway Financial Advisers
Indiana
$218K -$8K -169 -4%
LA
106
LexAurum Advisors
Kansas
$213K -$98.1K -2,072 -32%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$173K +$153K +3,225 +768%
IA
108
IFP Advisors
Florida
$162K – – –
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$157K +$17.6K +372 +13%
MHR
110
Matthew Hamilton Rosenberg
$141K – – –
CF
111
Centaurus Financial
California
$123K – – –
HI
112
Harbour Investments
Wisconsin
$114K +$663 +14 +0.6%
ANBT
113
American National Bank & Trust
Texas
$106K +$26K +550 +33%
WT
114
Whittier Trust
California
$89.3K – – –
Jones Financial Companies
115
Jones Financial Companies
Missouri
$88.5K +$9.85K +208 +13%
IAIM
116
International Assets Investment Management
Florida
$83.5K +$83.4K +1,761 New
Franklin Resources
117
Franklin Resources
California
$68.3K – – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$62.2K -$1.28K -27 -2%
GRP
119
Global Retirement Partners
California
$60.3K +$43.2K +913 +255%
ADL
120
Asset Dedication LLC
California
$50K +$331 +7 +0.7%
SWM
121
Spire Wealth Management
Virginia
$47.9K – – –
QCG
122
Quadrant Capital Group
Ohio
$47.4K +$47.3K +1,000 New
CT
123
Colonial Trust
South Carolina
$45.2K – – –
TFM
124
TFC Financial Management
Massachusetts
$42.7K +$42.6K +900 New
AF
125
Allworth Financial
California
$33.9K – – –
3 4
5
6 7

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.