Fidelity MSCI Consumer Staples Index ETF
FSTA
160 hedge funds and large institutions have $454M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
10% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 48
9% more capital invested
Capital invested by funds: $418M → $454M (+$36.2M)
7% more funds holding
Funds holding: 149 → 160 (+11)
1.12% more ownership
Funds ownership: 37.56% → 38.68% (+1.1%)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$11.6M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$9.54M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$6.64M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$6.28M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$11.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.68M |
| 3 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$3.46M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.89M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.42M |
FSTA Hedge Fund Activity: Q1 2023 in Review
160 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q1 2023, worth a combined $454M — up 8.7% from $418M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FSTA positions and 17 closed out — a net gain of 14 holders — while 53 added to existing stakes and 48 trimmed.
The largest buyer was Vicus Capital, opening a new position worth an estimated $11.6M. The largest seller was Destiny Wealth Partners, exiting entirely with an estimated $11.2M sold.
- 160 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q1 2023, up from 149 in Q4 2022.
- Funds reported $454M of Fidelity MSCI Consumer Staples Index ETF stock for Q1 2023, up 8.7% quarter-over-quarter.
- 31 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q1 2023 and 17 closed out, a net change of +14 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q1 2023 was Vicus Capital, an estimated $11.6M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q1 2023 was Destiny Wealth Partners, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2023.