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Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

163 hedge funds and large institutions have $414M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
55
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$7.51M
2
Lido Advisors
2
Lido Advisors
California
$55.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.69M
4
BWM
4
Buska Wealth Management
Wisconsin
$2.62M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.09M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$15.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.6M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$1.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$104M 2,176,118 +9,592 +0.4%
Lido Advisors
2
Lido Advisors
California
$55.9M 1,173,822 +154,234 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.4M 428,568 -69,268 -14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.5M 389,558 -8,989 -2%
MIS
5
Morningstar Investment Services
Illinois
$15.7M 330,427 -442,345 -57%
LPL Financial
6
LPL Financial
California
$11.5M 242,358 -2,358 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.6M 221,941 -244,133 -52%
KAS
8
Kestra Advisory Services
Texas
$10.3M 217,364 +36,823 +20%
Goldman Sachs
9
Goldman Sachs
New York
$9.69M 203,700 +61,609 +43%
CW
10
Connectus Wealth
Ohio
$7.51M 157,660 +157,660 New
CFGSD
11
Compass Financial Group (South Dakota)
South Dakota
$6.28M 132,041 +12,398 +10%
FP
12
Financial Perspectives
Minnesota
$4.95M 104,050 +4,133 +4%
Morgan Stanley
13
Morgan Stanley
New York
$4.83M 101,493 -92,351 -48%
FSC
14
Full Sail Capital
Oklahoma
$4.81M 101,098 -1,767 -2%
LNC
15
Lincoln National Corp
Pennsylvania
$4.69M 98,482 +10,824 +12%
NA
16
NewEdge Advisors
Louisiana
$4.61M 96,994 +11,676 +14%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.53M 95,172 -23,083 -20%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.48M 94,196 -11,818 -11%
AWM
19
AE Wealth Management
Kansas
$4.4M 92,578 -24,990 -21%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.77M 79,147 +39,768 +101%
ACA
21
Atlas Capital Advisors
Wyoming
$3.65M 76,693 +12,672 +20%
AM
22
AGF Management
Ontario, Canada
$3.36M 70,617 -52,487 -43%
MAM
23
Marotta Asset Management
Virginia
$3.29M 69,063 +15,081 +28%
Ameriprise
24
Ameriprise
Minnesota
$3.25M 68,162 +36,295 +114%
ASN
25
Advisory Services Network
Georgia
$3.13M 65,882 -35,081 -35%
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