Fidelity MSCI Consumer Staples Index ETF
FSTA
82 hedge funds and large institutions have $195M invested in Fidelity MSCI Consumer Staples Index ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
58% more capital invested
Capital invested by funds: $124M → $195M (+$71.3M)
22% more funds holding
Funds holding: 67 → 82 (+15)
8.46% more ownership
Funds ownership: 37.11% → 45.57% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$85.9M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$10.5M |
| 3 |
VF
Virtu Financial
New York
|
+$6.73M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.08M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$24.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.7M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.57M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$778K |
FSTA Hedge Fund Activity: Q4 2018 in Review
82 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2018, worth a combined $195M — up 58% from $124M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FSTA positions and 13 closed out — a net gain of 16 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $85.9M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $24.7M sold.
- 82 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2018, up from 67 in Q3 2018.
- Funds reported $195M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2018, up 58% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2018 and 13 closed out, a net change of +16 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $85.9M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2018 was Beaumont Financial Advisors, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2018.