Fidelity MSCI Consumer Staples Index ETF
FSTA
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, 47 increasing their positions, 40 reducing their positions, and 19 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 40
3% less funds holding
Funds holding: 130 → 126 (-4)
6.44% less ownership
Funds ownership: 41.11% → 34.67% (-6.4%)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
49% less capital inflows, than outflows
Capital inflows: $78.5M | Capital outflows: $154M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$27.1M |
| 2 |
Brookstone Capital Management
Wheaton,
Illinois
|
+$24.9M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$5.94M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.54M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$100M |
| 2 |
Goldman Sachs
New York
|
-$11.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$8.38M |
| 4 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
-$7.88M |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
-$6.19M |
FSTA Hedge Fund Activity: Q2 2021 in Review
126 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2021, worth a combined $279M — down 20% from $348M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of FSTA and 15 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 47 added.
The largest buyer was Morningstar Investment Services, adding an estimated $27.1M. The largest seller was Charles Schwab, cutting an estimated $100M.
- 126 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2021, down from 130 in Q1 2021.
- Funds reported $279M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2021, down 20% quarter-over-quarter.
- 15 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2021 and 19 closed out, a net change of -4 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2021 was Morningstar Investment Services, an estimated $27.1M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2021 was Charles Schwab, an estimated $100M sold.
Based on aggregated 13F filings for Q2 2021.