Fidelity MSCI Consumer Staples Index ETF
FSTA
181 hedge funds and large institutions have $475M invested in Fidelity MSCI Consumer Staples Index ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 16 closing their positions.
94% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 53
7% more funds holding
Funds holding: 169 → 181 (+12)
1% less capital invested
Capital invested by funds: $477M → $475M (-$2.83M)
0.7% less ownership
Funds ownership: 39.88% → 39.17% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$11.3M |
| 2 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$10.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.85M |
| 4 |
AWM
Avondale Wealth Management
West Lake Hills,
Texas
|
+$5.31M |
| 5 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$17.8M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$8.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.62M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$5.84M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$4.18M |
FSTA Hedge Fund Activity: Q4 2024 in Review
181 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2024, worth a combined $475M — down 0.59% from $477M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FSTA positions and 16 closed out — a net gain of 15 holders — while 66 added to existing stakes and 53 trimmed.
The largest buyer was UBS Group, adding an estimated $11.3M. The largest seller was Morningstar Investment Services, cutting an estimated $17.8M.
- 181 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2024, up from 169 in Q3 2024.
- Funds reported $475M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2024, down 0.59% quarter-over-quarter.
- 31 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2024 and 16 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2024 was UBS Group, an estimated $11.3M added.
- The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2024 was Morningstar Investment Services, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2024.