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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

163 hedge funds and large institutions have $414M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
55
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$7.51M
2
Lido Advisors
2
Lido Advisors
California
$55.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.69M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.77M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$15.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.6M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$1.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Continuum Advisory
Idaho
$5.47K +$5.47K +114 New
T
152
Tidemark
California
$4.42K +$48 +1 +1%
CPG
153
Cornerstone Planning Group
New Jersey
$4.29K -$9.8K -208 -70%
AIC
154
Archer Investment Corporation
Indiana
$3.66K – – –
SIS
155
Sound Income Strategies
Florida
$2.81K – – –
William Blair & Company
156
William Blair & Company
Illinois
$2.57K – – –
CIA
157
Cape Investment Advisory
Georgia
$2.57K +$761 +16 +42%
LFG
158
Larson Financial Group
Missouri
$1.57K -$3.66K -77 -70%
BLC
159
Brown, Lisle/Cummings
Rhode Island
$1.09K – – –
NC
160
NewSquare Capital
Pennsylvania
$1.05K – – –
GWM
161
Geneos Wealth Management
Colorado
$989 -$1.46K -31 -60%
PP
162
Pacifica Partners
Canada
$939 – – –
CFO
163
CVA Family Office
Colorado
$476 – – –
S
164
Sachetta
Massachusetts
$135 – – –
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$39 -$36 – –
CI
166
CX Institutional
Indiana
– -$3.06M -68,479 Closed
NL
167
NWAM LLC
Washington
– -$610K -13,670 Closed
Cerity Partners
168
Cerity Partners
New York
– -$453K -10,160 Closed
HF
169
HRT Financial
New York
– -$337K -7,568 Closed
MA
170
Mutual Advisors
Nebraska
– -$249K -5,582 Closed
BWM
171
BKM Wealth Management
Wisconsin
– -$111K -2,490 Closed
CAM
172
Creekmur Asset Management
Illinois
– -$14.9K -334 Closed
GWMIA
173
Global Wealth Management Investment Advisory
Florida
– -$8.7K -195 Closed
SHIM
174
Stone House Investment Management
Pennsylvania
– -$7.14K -160 Closed
BFPW
175
BOK Financial Private Wealth
Colorado
– -$5.28K -118 Closed
4 5 6
7
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