FSTA icon

Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

126 hedge funds and large institutions have $279M invested in Fidelity MSCI Consumer Staples Index ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
-4
Holders Change %
-3.08%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
46
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$37.9M
2
BCM
2
Brookstone Capital Management
Illinois
$24.8M
3
Lido Advisors
3
Lido Advisors
California
$27.2M
4
LPL Financial
4
LPL Financial
California
$7.78M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.9M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$29.9M
2
FP
2
Financial Perspectives
Minnesota
$2.28M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$404K
5
LWA
5
LWS Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIS
1
Morningstar Investment Services
Illinois
$37.9M 895,842 +635,858 +245%
Charles Schwab
2
Charles Schwab
California
$29.9M 700,992 -2,336,513 -77%
Lido Advisors
3
Lido Advisors
California
$27.2M 638,713 +139,153 +28%
BCM
4
Brookstone Capital Management
Illinois
$24.8M 583,894 +583,894 New
Bank of America
5
Bank of America
North Carolina
$13.4M 314,431 +14,246 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.6M 294,836 -12,009 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.9M 255,567 +63,570 +33%
Truist Financial
8
Truist Financial
North Carolina
$10.8M 253,765 +45,896 +22%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.48M 199,019 -18,792 -9%
LPL Financial
10
LPL Financial
California
$7.78M 182,525 +82,898 +83%
FSC
11
Full Sail Capital
Oklahoma
$7.19M 168,748 -12,422 -7%
Goldman Sachs
12
Goldman Sachs
New York
$5.2M 122,000 -261,500 -68%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.54M 106,537 +10,381 +11%
ASN
14
Advisory Services Network
Georgia
$3.81M 89,438 +2,908 +3%
CFP
15
Curran Financial Partners
South Carolina
$3.51M 82,286 +3,690 +5%
NAM
16
NorthCoast Asset Management
Connecticut
$3.49M 81,866 +13,706 +20%
5L
17
55I LLC
Massachusetts
$3.15M 74,013 +1,379 +2%
KAS
18
Kestra Advisory Services
Texas
$2.74M 64,362 -144,955 -69%
UBS Group
19
UBS Group
Switzerland
$2.72M 63,793 +958 +2%
FI
20
FormulaFolio Investments
Michigan
$2.68M 62,838 -1,391 -2%
BFA
21
Beaumont Financial Advisors
Massachusetts
$2.36M 55,349 -126,878 -70%
FP
22
Financial Perspectives
Minnesota
$2.28M 53,417 -1,843,776 -97%
LWAC
23
Laurel Wealth Advisors (California)
California
$2.26M 53,033 +53,033 New
MML Investors Services
24
MML Investors Services
Massachusetts
$1.91M 44,723 +10,247 +30%
HAS
25
HBW Advisory Services
California
$1.86M 43,550 -25,876 -37%
1
2 3 4 5