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Fidelity MSCI Consumer Staples Index ETF

193 hedge funds and large institutions have $519M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.55% more ownership

Funds ownership: 39.22%39.77% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $532M → $519M (-$12.4M)

5% less funds holding

Funds holding: 203193 (-10)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
68
Reduced
66
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$118M +$5.91M +115,613 +5%
Lido Advisors
2
Lido Advisors
California
$66.7M -$3.09M -60,468 -4%
LPL Financial
3
LPL Financial
California
$24.5M +$5.39M +105,383 +27%
AM
4
AGF Management
Ontario, Canada
$23.3M +$2.22M +43,330 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$22.4M +$805K +15,749 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$19.3M -$1.82M -35,670 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.1M +$7.02M +137,407 +61%
CFGSD
8
Compass Financial Group (South Dakota)
South Dakota
$13.1M +$2.23M +43,669 +20%
CAC
9
Certified Advisory Corp
Florida
$11.2M +$283K +5,539 +3%
LFG
10
Larson Financial Group
Missouri
$9.24M +$151K +2,963 +2%
Morgan Stanley
11
Morgan Stanley
New York
$8.59M +$717K +14,019 +9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.28M +$3.76M +73,479 +101%
FFS
13
Fischer Financial Services
Pennsylvania
$7.21M -$21.3K -417 -0.3%
AWM
14
AE Wealth Management
Kansas
$7.03M +$358K +6,995 +5%
Goldman Sachs
15
Goldman Sachs
New York
$6.74M +$674K +13,184 +11%
MAM
16
Marotta Asset Management
Virginia
$6.57M +$1.51M +29,506 +29%
Two Sigma Investments
17
Two Sigma Investments
New York
$6.48M +$6.27M +122,700 +1,658%
FP
18
Financial Perspectives
Minnesota
$6.12M +$154K +3,021 +3%
AssetMark Inc
19
AssetMark Inc
California
$5.99M +$466K +9,124 +8%
KAS
20
Kestra Advisory Services
Texas
$5.94M +$65.1K +1,273 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.02M +$95.1K +1,860 +2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.68M +$4.8M +93,887 New
NA
23
NewEdge Advisors
Louisiana
$4.48M -$68.2K -1,334 -1%
AWM
24
Adams Wealth Management
Utah
$4.42M -$725K -14,183 -14%
CI
25
CacheTech Inc
Utah
$4.42M -$725K -14,183 -14%

FSTA Hedge Fund Activity: Q3 2025 in Review

193 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q3 2025, worth a combined $519M — down 2.3% from $532M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FSTA and 22 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 68 added.

The largest buyer was Envestnet Asset Management, adding an estimated $7.02M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $5.94M.

  • 193 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q3 2025, down from 203 in Q2 2025.
  • Funds reported $519M of Fidelity MSCI Consumer Staples Index ETF stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q3 2025 and 25 closed out, a net change of -3 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $7.02M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q3 2025 was Kovitz Investment Group Partners, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2025.