We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF
FSTA

212 hedge funds and large institutions have $524M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 62

10% more funds holding

Funds holding: 193 → 212 (+19)

1% more capital invested

Capital invested by funds: $519M → $524M (+$4.63M)

0.14% more ownership

Funds ownership: 39.77% → 39.91% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
212
Holders Change
+19
Holders Change %
+9.84%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
81
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$8.33M
2
AM
AGF Management
Ontario, Canada
+$6.57M
3
GC
Grimes & Company
Massachusetts
+$4.9M
4
ASN
Advisory Services Network
Georgia
+$3.74M
5
MAM
Marotta Asset Management
Virginia
+$3.46M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
2
Two Sigma Investments
Two Sigma Investments
New York
-$6.48M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.07M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.49M
5
WA
Waverly Advisors
Alabama
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$421K -$15K -303 -3%
Fisher Asset Management
102
Fisher Asset Management
Washington
$410K -$645 -13 -0.2%
SCA
103
Southern Capital Advisors
Tennessee
$409K +$4.22K +85 +1%
SIA
104
Soltis Investment Advisors
Utah
$403K +$794 +16 +0.2%
EWM
105
Elevation Wealth Management
Minnesota
$396K +$399K +8,047 New
TA
106
TrueWealth Advisors
Alabama
$395K -$248 -5 -0.1%
RA
107
RFG Advisory
Alabama
$392K -$37.6K -758 -9%
IAA
108
Independent Advisor Alliance
North Carolina
$378K -$2.93K -59 -0.8%
NS
109
NBC Securities
Alabama
$374K +$248 +5 +0.1%
SL
110
Sentinus LLC
Illinois
$369K +$27.7K +559 +8%
CIA
111
Concurrent Investment Advisors
Florida
$355K +$96.7K +1,949 +37%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$347K -$3.22K -65 -0.9%
AWA
113
Arete Wealth Advisors
Illinois
$333K +$30.9K +622 +10%
CP
114
Castleview Partners
Texas
$331K +$14.2K +286 +4%
LWM
115
LongView Wealth Management
Georgia
$313K +$794 +16 +0.3%
GWM
116
GSB Wealth Management
Connecticut
$311K -$11.2K -225 -3%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$288K -$1.33M -26,916 -82%
AI
118
Atria Investments
North Carolina
$276K +$19.4K +391 +7%
CTWM
119
Cherry Tree Wealth Management
Minnesota
$272K +$274K +5,532 New
FFA
120
Farther Finance Advisors
California
$265K +$217K +4,368 +426%
SAG
121
SageView Advisory Group
California
$262K +$264K +5,328 New
CAG
122
Csenge Advisory Group
Florida
$261K -$371K -7,483 -58%
SF
123
Summit Financial
New Jersey
$261K +$17.4K +351 +7%
RPGK
124
Retirement Planning Group (Kansas)
Kansas
$261K -$6K -121 -2%
EWA
125
Exencial Wealth Advisors
Oklahoma
$252K +$254K +5,126 New
3 4
5
6 7

FSTA Hedge Fund Activity: Q4 2025 in Review

212 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2025, worth a combined $524M — up 0.89% from $519M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FSTA positions and 11 closed out — a net gain of 22 holders — while 81 added to existing stakes and 62 trimmed.

The largest buyer was Charles Schwab, adding an estimated $8.33M. The largest seller was Envestnet Asset Management, cutting an estimated $11.7M.

  • 212 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2025, up from 193 in Q3 2025.
  • Funds reported $524M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2025, up 0.89% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2025 and 11 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2025 was Charles Schwab, an estimated $8.33M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2025.