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Fidelity MSCI Consumer Staples Index ETF
FSTA

212 hedge funds and large institutions have $524M invested in Fidelity MSCI Consumer Staples Index ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 62

10% more funds holding

Funds holding: 193 → 212 (+19)

1% more capital invested

Capital invested by funds: $519M → $524M (+$4.63M)

0.14% more ownership

Funds ownership: 39.77% → 39.91% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
212
Holders Change
+19
Holders Change %
+9.84%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
81
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$8.33M
2
AM
AGF Management
Ontario, Canada
+$6.57M
3
GC
Grimes & Company
Massachusetts
+$4.9M
4
ASN
Advisory Services Network
Georgia
+$3.74M
5
MAM
Marotta Asset Management
Virginia
+$3.46M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
2
Two Sigma Investments
Two Sigma Investments
New York
-$6.48M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.07M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.49M
5
WA
Waverly Advisors
Alabama
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$125M +$8.33M +167,871 +7%
Lido Advisors
2
Lido Advisors
California
$66.9M +$142K +2,861 +0.2%
AM
3
AGF Management
Ontario, Canada
$29.6M +$6.57M +132,553 +28%
LPL Financial
4
LPL Financial
California
$25.8M +$1.59M +31,965 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.9M +$862K +17,373 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.9M -$6.07M -122,442 -27%
CFGSD
7
Compass Financial Group (South Dakota)
South Dakota
$14.5M +$1.58M +31,854 +12%
CAC
8
Certified Advisory Corp
Florida
$11M -$45.9K -926 -0.4%
Morgan Stanley
9
Morgan Stanley
New York
$10.6M +$2.19M +44,071 +26%
MAM
10
Marotta Asset Management
Virginia
$9.93M +$3.46M +69,791 +53%
LFG
11
Larson Financial Group
Missouri
$9.26M +$137K +2,772 +1%
AWM
12
AE Wealth Management
Kansas
$7.9M +$970K +19,553 +14%
FFS
13
Fischer Financial Services
Pennsylvania
$6.99M -$132K -2,667 -2%
AssetMark Inc
14
AssetMark Inc
California
$6.47M +$560K +11,297 +9%
FP
15
Financial Perspectives
Minnesota
$6.38M +$348K +7,021 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.26M -$11.7M -235,751 -65%
Goldman Sachs
17
Goldman Sachs
New York
$6M -$654K -13,184 -10%
KAS
18
Kestra Advisory Services
Texas
$5.71M -$156K -3,148 -3%
AWM
19
Adams Wealth Management
Utah
$5.44M +$1.09M +21,977 +25%
CI
20
CacheTech Inc
Utah
$5.44M +$1.09M +21,977 +25%
GC
21
Grimes & Company
Massachusetts
$4.86M +$4.9M +98,759 New
NA
22
NewEdge Advisors
Louisiana
$4.06M -$366K -7,385 -8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.93M -$1.04M -20,885 -21%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$3.9M -$726K -14,644 -16%
LA
25
Lifeworks Advisors
Michigan
$3.88M -$119K -2,403 -3%
1
2 3 4 5

FSTA Hedge Fund Activity: Q4 2025 in Review

212 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Consumer Staples Index ETF (FSTA) for Q4 2025, worth a combined $524M — up 0.89% from $519M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FSTA positions and 11 closed out — a net gain of 22 holders — while 81 added to existing stakes and 62 trimmed.

The largest buyer was Charles Schwab, adding an estimated $8.33M. The largest seller was Envestnet Asset Management, cutting an estimated $11.7M.

  • 212 institutional investors held Fidelity MSCI Consumer Staples Index ETF (FSTA) as of Q4 2025, up from 193 in Q3 2025.
  • Funds reported $524M of Fidelity MSCI Consumer Staples Index ETF stock for Q4 2025, up 0.89% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Consumer Staples Index ETF positions in Q4 2025 and 11 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Consumer Staples Index ETF buyer in Q4 2025 was Charles Schwab, an estimated $8.33M added.
  • The largest Fidelity MSCI Consumer Staples Index ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2025.