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Fidelity MSCI Consumer Staples Index ETF

16 hedge funds and large institutions have $124M invested in Fidelity MSCI Consumer Staples Index ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $63.3M → $124M (+$60.3M)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

14% more funds holding

Funds holding: 1416 (+2)

2.39% more ownership

Funds ownership: 103.86%106.25% (+2.4%)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change

FSTA Hedge Fund Activity: Q3 2014 in Review

16 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q3 2014, worth a combined $124M — up 95% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FSTA positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $34.4M. The largest seller was Envestnet Asset Management, cutting an estimated $1.18M.

  • 16 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q3 2014, up from 14 in Q2 2014.
  • Funds reported $124M of Fidelity MSCI Consumer Staples Index ETF stock for Q3 2014, up 95% quarter-over-quarter.
  • 6 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q3 2014 and 4 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q3 2014 was Cambridge Investment Research Advisors, an estimated $34.4M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q3 2014 was Envestnet Asset Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2014.