Fidelity MSCI Consumer Staples Index ETF
FSTA
79 hedge funds and large institutions have $257M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 10 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 15
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
12% more capital invested
Capital invested by funds: $230M → $257M (+$26.9M)
11% more funds holding
Funds holding: 71 → 79 (+8)
0.03% less ownership
Funds ownership: 48.8% → 48.77% (-0.03%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Karp Capital Management
Sausalito,
California
|
+$5.53M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.25M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$3.61M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$1.63M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$2.12M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.88M |
| 3 |
Goldman Sachs
New York
|
-$1.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$679K |
| 5 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$365K |
FSTA Hedge Fund Activity: Q2 2019 in Review
79 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2019, worth a combined $257M — up 12% from $230M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FSTA positions and 10 closed out — a net gain of 8 holders — while 34 added to existing stakes and 15 trimmed.
The largest buyer was Karp Capital Management, opening a new position worth an estimated $5.53M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $2.12M.
- 79 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2019, up from 71 in Q1 2019.
- Funds reported $257M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2019, up 12% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2019 was Karp Capital Management, an estimated $5.53M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $2.12M sold.
Based on aggregated 13F filings for Q2 2019.