FSTA icon

Fidelity MSCI Consumer Staples Index ETF
FSTA

Overview Fund Activity

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.

Holders
153
Holders Change
-10
Holders Change %
-6.13%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
47
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$11.9M
2
AWS
2
Atria Wealth Solutions
New York
$11.2M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$7.57M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.6M
5
Lido Advisors
5
Lido Advisors
California
$57.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.5M
2
KAS
2
Kestra Advisory Services
Texas
$5.29M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$5.98M
5
ASN
5
Advisory Services Network
Georgia
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$105M 2,209,613 +33,495 +2%
Lido Advisors
2
Lido Advisors
California
$57.7M 1,217,808 +43,986 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.4M 409,637 -18,931 -4%
MIS
4
Morningstar Investment Services
Illinois
$15.4M 323,651 -6,776 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M 287,548 +65,607 +30%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.5M 263,420 -126,138 -32%
SL
7
Systelligence LLC
Minnesota
$11.9M 251,782 +251,782 New
LPL Financial
8
LPL Financial
California
$11.3M 238,336 -4,022 -2%
AWS
9
Atria Wealth Solutions
New York
$11.2M 237,028 +193,428 +444%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$7.57M 159,425 +159,425 New
CFGSD
11
Compass Financial Group (South Dakota)
South Dakota
$6.82M 143,791 +11,750 +9%
Goldman Sachs
12
Goldman Sachs
New York
$5.98M 126,054 -77,646 -38%
ACA
13
Atlas Capital Advisors
Wyoming
$5.47M 115,373 +38,680 +50%
KAS
14
Kestra Advisory Services
Texas
$5.29M 114,865 -102,499 -47%
Morgan Stanley
15
Morgan Stanley
New York
$5.06M 106,806 +5,313 +5%
FP
16
Financial Perspectives
Minnesota
$5.06M 106,715 +2,665 +3%
AWM
17
AE Wealth Management
Kansas
$5.03M 106,118 +13,540 +15%
FSC
18
Full Sail Capital
Oklahoma
$4.78M 100,806 -292 -0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.45M 93,849 -1,323 -1%
NA
20
NewEdge Advisors
Louisiana
$4.38M 92,418 -4,576 -5%
AM
21
AGF Management
Ontario, Canada
$3.96M 83,589 +12,972 +18%
MAM
22
Marotta Asset Management
Virginia
$3.62M 76,889 +7,826 +11%
JWCA
23
J.W. Cole Advisors
Florida
$3.03M 63,853 +7,068 +12%
Ameriprise
24
Ameriprise
Minnesota
$3.02M 63,745 -4,417 -6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.51M 52,890 -41,306 -44%
1
2 3 4 5