Fidelity MSCI Consumer Staples Index ETF
FSTA
153 hedge funds and large institutions have $407M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 20 closing their positions.
1.11% more ownership
Funds ownership: 37.26% → 38.37% (+1.1%)
2% less capital invested
Capital invested by funds: $414M → $407M (-$7.12M)
6% less funds holding
Funds holding: 163 → 153 (-10)
27% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 64
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$11.9M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$9.16M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$7.55M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.11M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.97M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.85M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$4.69M |
| 4 |
Goldman Sachs
New York
|
-$3.68M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.7M |
FSTA Hedge Fund Activity: Q2 2024 in Review
153 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2024, worth a combined $407M — down 1.7% from $414M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FSTA and 14 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 47 added.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $11.9M. The largest seller was Envestnet Asset Management, cutting an estimated $5.97M.
- 153 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2024, down from 163 in Q1 2024.
- Funds reported $407M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2024 and 20 closed out, a net change of -6 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2024 was Systelligence LLC, an estimated $11.9M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $5.97M sold.
Based on aggregated 13F filings for Q2 2024.