Fidelity MSCI Consumer Staples Index ETF
FSTA
93 hedge funds and large institutions have $290M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
23% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 26
18% more funds holding
Funds holding: 79 → 93 (+14)
13% more capital invested
Capital invested by funds: $257M → $290M (+$33M)
2.4% less ownership
Funds ownership: 48.77% → 46.37% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$12.7M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$7.03M |
| 3 |
Jane Street
New York
|
+$4.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.45M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$14.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.04M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.97M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$721K |
FSTA Hedge Fund Activity: Q3 2019 in Review
93 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q3 2019, worth a combined $290M — up 13% from $257M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FSTA positions and 10 closed out — a net gain of 14 holders — while 32 added to existing stakes and 26 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.7M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $14.6M sold.
- 93 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q3 2019, up from 79 in Q2 2019.
- Funds reported $290M of Fidelity MSCI Consumer Staples Index ETF stock for Q3 2019, up 13% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q3 2019 and 10 closed out, a net change of +14 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $12.7M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q3 2019 was FormulaFolio Investments, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2019.