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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
CFA
126
Carroll Financial Associates
North Carolina
$1K – – –
FWM
127
Focused Wealth Management
New York
$1K +$673 +17 New
AAP
128
Arax Advisory Partners
Colorado
$1K +$1.19K +30 New
ETC
129
Exchange Traded Concepts
Oklahoma
– -$2.23M -58,486 Closed
DFG
130
Demars Financial Group
Washington
– -$1.97M -51,716 Closed
NR
131
Newfound Research
Massachusetts
– -$1.09M -28,480 Closed
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
– -$883K -23,137 Closed
NAM
133
NorthCoast Asset Management
Connecticut
– -$366K -9,588 Closed
FTUS
134
Flow Traders U.S.
New York
– -$316K -8,292 Closed
Marshall Wace
135
Marshall Wace
United Kingdom
– -$282K -7,382 Closed
Federated Hermes
136
Federated Hermes
Pennsylvania
– -$245K -6,417 Closed
Jane Street
137
Jane Street
New York
– -$206K -5,405 Closed
GC
138
Grace Capital
Massachusetts
– -$104K -2,750 Closed
FMII
139
Farmers & Merchants Investments Inc
Nebraska
– -$56K -1,479 Closed
PFS
140
Prospera Financial Services
Texas
– -$32K -850 Closed
SIM
141
Sonora Investment Management
Arizona
– -$4K -96 Closed
ADL
142
Asset Dedication LLC
California
– -$2K -65 Closed
BWM
143
BerganKDV Wealth Management
Minnesota
– -$1K -17 Closed
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.