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Fidelity MSCI Consumer Staples Index ETF

203 hedge funds and large institutions have $532M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 45

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

6% more funds holding

Funds holding: 192203 (+11)

9% less capital invested

Capital invested by funds: $584M → $532M (-$52.1M)

17.21% less ownership

Funds ownership: 56.44%39.22% (-17%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
87
Reduced
45
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$116M +$216K +4,222 +0.2%
Lido Advisors
2
Lido Advisors
California
$71.6M +$3.45M +67,375 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$22M +$8.76M +171,111 +66%
AM
4
AGF Management
Ontario, Canada
$21.7M +$321K +6,274 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.6M -$681K -13,293 -3%
LPL Financial
6
LPL Financial
California
$19.8M +$2.8M +54,617 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.5M +$2.48M +48,453 +27%
CAC
8
Certified Advisory Corp
Florida
$11.2M +$127K +2,473 +1%
CFGSD
9
Compass Financial Group (South Dakota)
South Dakota
$11.2M +$1.02M +19,935 +10%
LFG
10
Larson Financial Group
Missouri
$9.33M +$306K +5,974 +3%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$8.93M +$5.93M +115,794 +197%
Morgan Stanley
12
Morgan Stanley
New York
$8.1M +$296K +5,784 +4%
FFS
13
Fischer Financial Services
Pennsylvania
$7.42M +$410 +8 +0%
AWM
14
AE Wealth Management
Kansas
$6.85M +$580K +11,328 +9%
Goldman Sachs
15
Goldman Sachs
New York
$6.24M
FP
16
Financial Perspectives
Minnesota
$6.13M +$273K +5,328 +5%
KAS
17
Kestra Advisory Services
Texas
$6.03M +$274K +5,342 +5%
AssetMark Inc
18
AssetMark Inc
California
$5.68M +$5.13M +100,267 +926%
AWM
19
Adams Wealth Management
Utah
$5.26M -$12.7K -248 -0.2%
CI
20
CacheTech Inc
Utah
$5.26M -$12.7K -248 -0.2%
MAM
21
Marotta Asset Management
Virginia
$5.25M +$625K +12,204 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.06M -$12.6K -246 -0.2%
FIA
23
Foundations Investment Advisors
Arizona
$5.06M +$436K +8,523 +9%
ACA
24
Atlas Capital Advisors
Wyoming
$4.87M -$1.77M -34,541 -27%
NA
25
NewEdge Advisors
Louisiana
$4.67M -$142K -2,765 -3%

FSTA Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q2 2025, worth a combined $532M — down 8.9% from $584M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FSTA positions and 19 closed out — a net gain of 13 holders — while 87 added to existing stakes and 45 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.76M. The largest seller was Demars Financial Group, cutting an estimated $225M.

  • 203 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $532M of Fidelity MSCI Consumer Staples Index ETF stock for Q2 2025, down 8.9% quarter-over-quarter.
  • 32 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q2 2025 and 19 closed out, a net change of +13 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q2 2025 was Osaic Holdings, an estimated $8.76M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2025.