Fidelity MSCI Consumer Staples Index ETF
FSTA
117 hedge funds and large institutions have $348M invested in Fidelity MSCI Consumer Staples Index ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 16 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
59% more capital invested
Capital invested by funds: $219M → $348M (+$130M)
33% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 30
10.28% more ownership
Funds ownership: 34.17% → 44.45% (+10%)
9% more funds holding
Funds holding: 107 → 117 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$70.7M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$9.15M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.15M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$7.52M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.61M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$6.01M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.66M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$2.87M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.27M |
FSTA Hedge Fund Activity: Q3 2020 in Review
117 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q3 2020, worth a combined $348M — up 59% from $219M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FSTA positions and 16 closed out — a net gain of 11 holders — while 40 added to existing stakes and 30 trimmed.
The largest buyer was Charles Schwab, adding an estimated $70.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.61M sold.
- 117 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q3 2020, up from 107 in Q2 2020.
- Funds reported $348M of Fidelity MSCI Consumer Staples Index ETF stock for Q3 2020, up 59% quarter-over-quarter.
- 27 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q3 2020 and 16 closed out, a net change of +11 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q3 2020 was Charles Schwab, an estimated $70.7M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q3 2020 was Citadel Advisors, an estimated $7.61M sold.
Based on aggregated 13F filings for Q3 2020.