Fidelity MSCI Consumer Staples Index ETF
FSTA
60 hedge funds and large institutions have $130M invested in Fidelity MSCI Consumer Staples Index ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
15% more capital invested
Capital invested by funds: $114M → $130M (+$16.5M)
5% more funds holding
Funds holding: 57 → 60 (+3)
1.34% more ownership
Funds ownership: 37.34% → 38.68% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$5.22M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.74M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.49M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.16M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$473K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.25M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$931K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$595K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$483K |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
-$404K |
FSTA Hedge Fund Activity: Q4 2017 in Review
60 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2017, worth a combined $130M — up 15% from $114M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSTA positions and 5 closed out — a net gain of 3 holders — while 27 added to existing stakes and 17 trimmed.
The largest buyer was Sigma Planning Corp, adding an estimated $5.22M. The largest seller was Beaumont Financial Advisors, cutting an estimated $1.25M.
- 60 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2017, up from 57 in Q3 2017.
- Funds reported $130M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2017, up 15% quarter-over-quarter.
- 8 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2017 and 5 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2017 was Sigma Planning Corp, an estimated $5.22M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2017 was Beaumont Financial Advisors, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2017.