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Fidelity MSCI Consumer Staples Index ETF

7 hedge funds and large institutions have $16.7M invested in Fidelity MSCI Consumer Staples Index ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

133% more funds holding

Funds holding: 37 (+4)

5% more capital invested

Capital invested by funds: $15.9M → $16.7M (+$777K)

18.51% less ownership

Funds ownership: 64.29%45.77% (-19%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
7
Holders Change
+4
Holders Change %
+133.33%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$12.7M -$303K -11,900 -2%
Goldman Sachs
2
Goldman Sachs
New York
$1.86M -$997K -39,183 -35%
JG
3
Jefferies Group
New York
$1.05M +$1.03M +40,389 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$782K +$764K +30,036 New
ASN
5
Advisory Services Network
Georgia
$271K +$264K +10,392 New
Morgan Stanley
6
Morgan Stanley
New York
$5K +$5.01K +197 New
WA
7
WFG Advisors
Texas
$5K +$5.09K +200 New

FSTA Hedge Fund Activity: Q1 2014 in Review

7 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q1 2014, worth a combined $16.7M — up 4.9% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FSTA positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Jefferies Group, opening a new position worth an estimated $1.03M. The largest seller was Goldman Sachs, cutting an estimated $997K.

  • 7 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q1 2014, up from 3 in Q4 2013.
  • Funds reported $16.7M of Fidelity MSCI Consumer Staples Index ETF stock for Q1 2014, up 4.9% quarter-over-quarter.
  • 5 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q1 2014 and 1 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q1 2014 was Jefferies Group, an estimated $1.03M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q1 2014 was Goldman Sachs, an estimated $997K sold.

Based on aggregated 13F filings for Q1 2014.