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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

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.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
29
Reduced
26
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$24.6M
2
FI
2
FormulaFolio Investments
Michigan
$14.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.82M
5
Truist Financial
5
Truist Financial
North Carolina
$9.09M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$488K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.17M
4
KCM
4
Karp Capital Management
California
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$24.6M 761,490 +761,490 New
FI
2
FormulaFolio Investments
Michigan
$14.6M 451,596 +451,596 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.7M 423,221 +281,910 +199%
Lido Advisors
4
Lido Advisors
California
$12.4M 384,717 +26,564 +7%
Truist Financial
5
Truist Financial
North Carolina
$9.09M 280,935 +206,282 +276%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.82M 271,893 +271,893 New
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$7.28M 225,010 +200 +0.1%
FSC
8
Full Sail Capital
Oklahoma
$6.59M 191,026 +191,026 New
Bank of America
9
Bank of America
North Carolina
$6.29M 194,618 -67,127 -26%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.17M 190,839 -433,651 -69%
MFM
11
Mirsky Financial Management
New York
$3.42M 105,606 +3,647 +4%
UBS Group
12
UBS Group
Switzerland
$3.3M 101,925 +96,621 +1,822%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.09M 95,592 -6,248 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.96M 91,495 +89,630 +4,806%
ASN
15
Advisory Services Network
Georgia
$2.94M 90,819 +25,194 +38%
Ameriprise
16
Ameriprise
Minnesota
$2.83M 87,120 +2,985 +4%
LWA
17
LWS Wealth Advisors
New Jersey
$2.54M 78,530 +3,264 +4%
MA
18
Mutual Advisors
Nebraska
$2.19M 67,555 +67,555 New
SW
19
SVB Wealth
Massachusetts
$2.15M 66,455 -28,199 -30%
Stifel Financial
20
Stifel Financial
Missouri
$2.1M 64,935 +6,024 +10%
ST
21
Spinnaker Trust
Maine
$2.02M 62,361 -590 -0.9%
5L
22
55I LLC
Massachusetts
$1.83M 53,057 -5,860 -10%
DFG
23
Demars Financial Group
Washington
$1.83M 56,450 +2,215 +4%
ACA
24
Atlas Capital Advisors
Wyoming
$1.64M 50,644 +19,680 +64%
RBFC
25
Roman Butler Fullerton & Co
Missouri
$1.5M 46,506 -1,030 -2%
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