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Fidelity Blue Chip Growth ETF

47 hedge funds and large institutions have $65.9M invested in Fidelity Blue Chip Growth ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.54% less ownership

Funds ownership: 14.16%13.62% (-0.54%)

6% less capital invested

Capital invested by funds: $70.2M → $65.9M (-$4.29M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$303K +$123K +4,111 +69%
VC
27
Vestor Capital
Illinois
$291K -$10.6K -355 -4%
YWS
28
Yarger Wealth Strategies
Ohio
$279K
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$255K +$126K +4,211 +99%
SWM
30
Spire Wealth Management
Virginia
$251K -$246K -8,219 -50%
GWM
31
Geneos Wealth Management
Colorado
$172K -$77.9K -2,599 -31%
WA
32
Win Advisors
Florida
$85K -$3.69M -123,310 -98%
MCC
33
Money Concepts Capital
Florida
$85K +$77.8K +2,596 +1,134%
GIA
34
Goodwin Investment Advisory
Georgia
$52K +$51.8K +1,730 New
CP
35
Castleview Partners
Texas
$40K -$1.8M -60,251 -98%
AIP
36
Ahrens Investment Partners
Louisiana
$38K -$77.9K -2,600 -67%
CWC
37
Carolinas Wealth Consulting
North Carolina
$38K -$5.39K -180 -13%
MWM
38
Mascoma Wealth Management
New Hampshire
$37K
BC
39
Bartlett & Co
Ohio
$23K +$22.6K +753 New
BCWM
40
Bartlett & Co Wealth Management
Ohio
$22.8K +$22.6K +753 New
GRP
41
Global Retirement Partners
California
$16K +$21.5K +717 New
EIP
42
Ellis Investment Partners
Pennsylvania
$9K -$243K -8,100 -96%
UBS Group
43
UBS Group
Switzerland
$4K
CCA
44
Childress Capital Advisors
Texas
-$4.44M -128,085 Closed
SFS
45
Sowell Financial Services
Arkansas
-$3.26M -94,162 Closed
IAG
46
Investmark Advisory Group
Connecticut
-$412K -11,925 Closed
CAM
47
Cozad Asset Management
Illinois
-$372K -10,740 Closed
ASN
48
Advisory Services Network
Georgia
-$345K -9,958 Closed
RJFSA
49
Raymond James Financial Services Advisors
Florida
-$288K -8,319 Closed
AWE
50
Avidian Wealth Enterprises
Texas
-$270K -7,800 Closed