Fidelity MSCI Consumer Staples Index ETF
FSTA
92 hedge funds and large institutions have $171M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 24 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
1.59% less ownership
Funds ownership: 35.18% → 33.59% (-1.6%)
3% less funds holding
Funds holding: 95 → 92 (-3)
16% less capital invested
Capital invested by funds: $203M → $171M (-$31.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$27.6M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$16.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.2M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$7.46M |
| 5 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$6.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$30.6M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$16.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.7M |
| 4 |
KCM
Karp Capital Management
Sausalito,
California
|
-$7.11M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$6.49M |
FSTA Hedge Fund Activity: Q1 2020 in Review
92 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q1 2020, worth a combined $171M — down 16% from $203M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FSTA positions and 24 closed out — a net gain of 1 holder — while 29 added to existing stakes and 26 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $27.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $30.6M sold.
- 92 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q1 2020, down from 95 in Q4 2019.
- Funds reported $171M of Fidelity MSCI Consumer Staples Index ETF stock for Q1 2020, down 16% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q1 2020 and 24 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q1 2020 was Charles Schwab, an estimated $27.6M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $30.6M sold.
Based on aggregated 13F filings for Q1 2020.