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Fidelity Blue Chip Growth ETF

44 hedge funds and large institutions have $44.5M invested in Fidelity Blue Chip Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $37.9M → $44.5M (+$6.54M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1.53% more ownership

Funds ownership: 12.41%13.94% (+1.5%)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$241K +$270K +11,250 New
SPA
27
Sentinel Pension Advisors
Massachusetts
$226K +$252K +10,516 New
YWS
28
Yarger Wealth Strategies
Ohio
$205K
VC
29
Vestor Capital
Illinois
$191K -$16.8K -700 -7%
GWM
30
Geneos Wealth Management
Colorado
$122K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$72K -$1.58M -65,832 -95%
Bank of America
32
Bank of America
North Carolina
$60K -$37.7K -1,572 -36%
Osaic Holdings
33
Osaic Holdings
Arizona
$58K
GIA
34
Goodwin Investment Advisory
Georgia
$37K
CP
35
Castleview Partners
Texas
$29K +$22K +919 +212%
WA
36
Win Advisors
Florida
$27K -$4.27K -178 -12%
Morgan Stanley
37
Morgan Stanley
New York
$23K -$506K -21,087 -95%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$16.2K
BC
39
Bartlett & Co
Ohio
$16K
GRP
40
Global Retirement Partners
California
$16K
UBS Group
41
UBS Group
Switzerland
$3K
HS
42
Horan Securities
United States
$2K
Jane Street
43
Jane Street
New York
-$559K -25,721 Closed
MWM
44
Mission Wealth Management
California
-$202K -9,300 Closed
AIP
45
Ahrens Investment Partners
Louisiana
-$27K -1,260 Closed
SWM
46
Spire Wealth Management
Virginia
-$7K -330 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$2K -111 Closed
MWM
48
Mascoma Wealth Management
New Hampshire
+$240 +10 +100%
MFA
49
McClarren Financial Advisors
Pennsylvania
+$288 +12 New