Fidelity MSCI Consumer Staples Index ETF
FSTA
107 hedge funds and large institutions have $219M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
28% more capital invested
Capital invested by funds: $171M → $219M (+$47.5M)
16% more funds holding
Funds holding: 92 → 107 (+15)
0.58% more ownership
Funds ownership: 33.59% → 34.17% (+0.58%)
0% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$11M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$7.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.28M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.46M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$7.21M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.35M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.19M |
| 4 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$1.82M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.23M |
FSTA Hedge Fund Activity: Q2 2020 in Review
107 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2020, worth a combined $219M — up 28% from $171M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FSTA positions and 11 closed out — a net gain of 15 holders — while 34 added to existing stakes and 34 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $11M. The largest seller was Truist Financial, cutting an estimated $7.21M.
- 107 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2020, up from 92 in Q1 2020.
- Funds reported $219M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2020, up 28% quarter-over-quarter.
- 26 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2020 and 11 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2020 was Beaumont Financial Advisors, an estimated $11M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2020 was Truist Financial, an estimated $7.21M sold.
Based on aggregated 13F filings for Q2 2020.