Fidelity MSCI Consumer Staples Index ETF

FSTA • ARCA

Fidelity MSCI Consumer Staples Index ETF is an exchange-traded fund on ARCA. As of Q3 2025, 191 institutional investors hold shares in this ETF, with total holdings valued at $519.4M. SCHWAB CHARLES INVESTMENT MANAGEMENT INC is the largest holder with a position valued at $118.4M.

Overview

Overview of institutional ownership in FSTA as of Q3 2025

All Institutions

Institutions: 191
Value Held: $519.4M
Shares Held: 10.4M
Avg Position: $2.7M
Median Position: $386.2K

Hedge Funds

Hedge Funds: 5
Value Held: $11.4M
Shares Held: 229.6K
Avg Position: $2.3M
Median Position: $299.4K

Biggest Investors

Institutions with the largest positions in FSTA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$118.4M 0.02% of portfolio	2.4M shares	Q1 2020 Held for 5y 8m	$620.51B
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$66.7M 0.28% of portfolio	1.3M shares	Q4 2016 Held for 8y 11m	$24.2B
L LPL Financial LLC Institution	-	$24.5M 0.01% of portfolio	492.5K shares	Q3 2014 Held for 11y 2m	$340.07B
A AGF MANAGEMENT LTD Institution	-	$23.3M 0.10% of portfolio	468.3K shares	Q1 2023 Held for 2y 8m	$22.4B
A Advisor Group Holdings, Inc. Institution	-	$22.4M 0.03% of portfolio	446.2K shares	Q1 2020 Held for 5y 8m	$71.0B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$19.3M 0.03% of portfolio	386.5K shares	Q4 2017 Held for 7y 11m	$71.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$18.1M 0.01% of portfolio	363.0K shares	Q2 2015 Held for 10y 5m	$341.99B
Compass Financial Group, INC/SD RIA/Wealth	Matthew Markowski Managing Partner	$13.1M 1.96% of portfolio	262.1K shares	Q1 2023 Held for 2y 8m	$664.9M
C Certified Advisory Corp RIA/Wealth	Joseph Frank Bert CEO	$11.2M 1.07% of portfolio	225.1K shares	Q4 2024 Held for 11 months	$1.0B
Larson Financial Group LLC RIA/Wealth	Paul Douglas Larson President	$9.2M 0.32% of portfolio	185.4K shares	Q4 2021 Held for 3y 11m	$2.8B

Net Capital Flow

Institutional buying and selling activity for FSTA in Q3 2025

Traded: +$7.9M
Buyers: 88
Sellers: 91
Total Bought: +$51.0M
Total Sold: −$43.1M
Avg Position: $2.4M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$6.8M +137.4K shares	$18.1M 363.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$6.1M +122.7K shares	$6.5M 130.1K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$5.8M +115.6K shares	$118.4M 2.4M shares
L LPL Financial LLC Institution	+$5.3M +105.4K shares	$24.5M 492.5K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$4.7M +93.9K shares	$4.7M 93.9K shares
Cetera Investment Advisers RIA/Wealth	+$3.7M +73.5K shares	$7.3M 146.1K shares
Compass Financial Group, INC/SD RIA/Wealth	+$2.2M +43.7K shares	$13.1M 262.1K shares
A AGF MANAGEMENT LTD Institution	+$2.2M +43.3K shares	$23.3M 468.3K shares
M Marotta Asset Management RIA/Wealth	+$1.5M +29.5K shares	$6.6M 132.1K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$1.0M +20.7K shares	$1.0M 20.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kovitz Investment Group Partners, LLC RIA/Wealth	−$5.8M −116.2K shares	$2.9M 58.4K shares
Foundations Investment Advisors, LLC RIA/Wealth	−$5.1M −98.9K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$3.3M −65.0K shares	Sold Off 0 shares
Lido Advisors, LLC RIA/Wealth	−$3.0M −60.5K shares	$66.7M 1.3M shares
SYKON CAPITAL LLC RIA/Wealth	−$2.4M −47.6K shares	Sold Off 0 shares
Soundwatch Capital LLC ETF Provider	−$2.3M −4.0K shares	Sold Off 0 shares
SRS Capital Advisors, Inc. RIA/Wealth	−$2.2M −43.5K shares	Sold Off 0 shares
WBI INVESTMENTS ETF Provider	−$2.0M −40.5K shares	$1.0M 20.9K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$1.8M −35.7K shares	$19.3M 386.5K shares
B Beaumont Financial Advisors, LLC Institution	−$1.6M −33.0K shares	$243.1K 4.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FSTA in Q3 2025

New Positions: 14
New Value: $1.9M
Exited Positions: 25
Exited Value: $19.6M

New Positions

Institution	Position Value
A American Trust Institution	$445.1K 8.9K shares
S STOCK YARDS BANK & TRUST CO RIA/Wealth	$377.7K 7.6K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$346.3K 6.9K shares
Arete Wealth Advisors, LLC RIA/Wealth	$306.8K 6.2K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$262.4K 5.3K shares
Transamerica Financial Advisors, Inc. Institution	$98.1K 2.0K shares
Union Bankshares Corp Institution	$68.9K 1.4K shares
R Root Financial Partners, LLC RIA/Wealth	$5.1K 102.0 shares
LRI Investments, LLC RIA/Wealth	$1.0K 21.0 shares
R Ronald Blue Trust, Inc. Institution	$498.0 10.0 shares

Exited Positions

Institution	Previous Position
Foundations Investment Advisors, LLC RIA/Wealth	$5.1M 98.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.3M 65.0K shares
SYKON CAPITAL LLC RIA/Wealth	$2.4M 47.6K shares
Soundwatch Capital LLC ETF Provider	$2.3M 4.0K shares
SRS Capital Advisors, Inc. RIA/Wealth	$2.2M 43.5K shares
V VCI Wealth Management LLC Institution	$791.5K 15.5K shares
J JANE STREET GROUP, LLC Institution	$716.4K 14.0K shares
Pensionmark Financial Group, LLC Pension/Endowment	$568.5K 11.1K shares
H HRT FINANCIAL LLC Institution	$485.1K 9.5K shares
Marshall Wace LLP Institution	$477.8K 9.3K shares

Options Activity

Institutions with the largest Call and Put options positions in FSTA as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FSTA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Roxbury Financial LLC RIA/Wealth	Jonathan Michael Levar Managing Partner	2.60% $2.8M	56.4K shares	Q4 2024 Held for 11 months	$108.1M
Compass Financial Group, INC/SD RIA/Wealth	Matthew Markowski Managing Partner	1.96% $13.1M	262.1K shares	Q1 2023 Held for 2y 8m	$664.9M
Fischer Financial Services, Inc. RIA/Wealth	Frederick Dale Fischer President	1.94% $7.2M	144.7K shares	Q4 2024 Held for 11 months	$371.4M
Financial Perspectives, Inc RIA/Wealth	Daniel James Dugan President	1.70% $6.1M	122.8K shares	Q4 2019 Held for 5y 11m	$360.4M
M Marotta Asset Management RIA/Wealth	David John Marotta President	1.24% $6.6M	132.1K shares	Q2 2023 Held for 2y 5m	$531.2M
K KDK Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	1.13% $1.1M	22.3K shares	Q4 2024 Held for 11 months	$98.7M
C Certified Advisory Corp RIA/Wealth	Joseph Frank Bert CEO	1.07% $11.2M	225.1K shares	Q4 2024 Held for 11 months	$1.0B
A Adams Wealth Management Institution	-	1.00% $4.4M	88.6K shares	Q1 2025 Held for 8 months	$440.7M
C CacheTech Inc. Hedge Fund•Multi-Strategy	Patrick Cormac Murphy CEO	0.94% $4.4M	88.6K shares	Q1 2025 Held for 8 months	$468.6M
Yoder Wealth Management, Inc. RIA/Wealth	Anat Nurit Levy Yoder CEO	0.86% $1.8M	36.4K shares	Q1 2023 Held for 2y 8m	$211.3M

Hedge Fund Spotlight

Discover hedge funds investing in FSTA

CacheTech Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerPatrick Cormac Murphy

Portfolio Value: $468.6M
Positions: 193
Last Reported: Q3 2025

Sector Allocation

Position in Fidelity MSCI Consumer Staples Index ETF

Market Value: $4.4M
Shares Held: 88.6K
Portfolio Weight: 0.94%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$59.7M	12.74%
2 Janus Henderson B-BBB CLO JBBB	ETF ETF	$32.7M	6.97%
3 iShares Core S&P 500 ETF IVV	ETF ETF	$28.7M	6.12%

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