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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
SFC
176
SYM Financial Corp
Indiana
$19.4K +$19.6K +395 New
NFSG
177
Newbridge Financial Services Group
Florida
$16.9K – – –
GCM
178
Gables Capital Management
Florida
$15.2K – – –
RF
179
Rossby Financial
Florida
$14K -$5.5K -111 -28%
SWM
180
SHP Wealth Management
Massachusetts
$11.8K +$11.9K +240 New
AWM
181
Abound Wealth Management
Tennessee
$11.7K +$11.8K +238 New
Russell Investments Group
182
Russell Investments Group
United Kingdom
$10.5K -$546 -11 -5%
CT
183
Caldwell Trust
Florida
$9.84K – – –
William Blair & Company
184
William Blair & Company
Illinois
$9.74K – – –
SRCM
185
Signature Resources Capital Management
California
$8.8K -$14.4K -291 -62%
RFP
186
Root Financial Partners
California
$8.02K +$3.02K +61 +60%
HWA
187
Heritage Wealth Advisors
Virginia
$7.96K – – –
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$7.79K +$50 +1 +0.6%
SAM
189
Smartleaf Asset Management
Massachusetts
$6.97K – – –
Franklin Resources
190
Franklin Resources
California
$6.49K +$6.55K +132 New
1IA
191
1620 Investment Advisors
Massachusetts
$5.8K – – –
CWP
192
Concord Wealth Partners
Virginia
$5.06K +$50 +1 +1%
HWM
193
HighMark Wealth Management
Minnesota
$4.92K – – –
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$4.87K +$4.96K +100 New
VWA
195
Valued Wealth Advisors
Utah
$4.58K – – –
TFA
196
Transamerica Financial Advisors
Florida
$4.15K -$93.4K -1,884 -96%
ACA
197
Aptus Capital Advisors
Alabama
$3.59K – – –
SIS
198
Sound Income Strategies
Florida
$3.07K – – –
SG
199
Sankala Group
Colorado
$2.85K +$2.48K +50 New
PFA
200
Pillar Financial Advisors
Kentucky
$2.8K – – –
5 6 7
8
9

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.