Fidelity MSCI Consumer Staples Index ETF
FSTA
46 hedge funds and large institutions have $58.3M invested in Fidelity MSCI Consumer Staples Index ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 11 closing their positions.
6% less funds holding
Funds holding: 49 → 46 (-3)
9.57% less ownership
Funds ownership: 33.83% → 24.27% (-9.6%)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
39% less capital invested
Capital invested by funds: $94.9M → $58.3M (-$36.6M)
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.6M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$1.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.04M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$817K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.6M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$9.83M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.48M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$6.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.23M |
FSTA Hedge Fund Activity: Q4 2016 in Review
46 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2016, worth a combined $58.3M — down 39% from $94.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FSTA and 9 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 12 added.
The largest buyer was Goldman Sachs, adding an estimated $2.6M. The largest seller was Envestnet Asset Management, cutting an estimated $13.6M.
- 46 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2016, down from 49 in Q3 2016.
- Funds reported $58.3M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2016, down 39% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2016 and 11 closed out, a net change of -2 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2016 was Goldman Sachs, an estimated $2.6M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2016.