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Fidelity Blue Chip Growth ETF

59 hedge funds and large institutions have $118M invested in Fidelity Blue Chip Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

18% more capital invested

Capital invested by funds: $100M → $118M (+$17.7M)

13% more funds holding

Funds holding: 5259 (+7)

0.08% more ownership

Funds ownership: 25.81%25.89% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
22
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$411K +$382K +16,150 New
OPS
27
Orion Portfolio Solutions
Nebraska
$411K +$382K +16,150 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$405K +$376K +15,914 +1,591,400%
Bank of America
29
Bank of America
North Carolina
$402K +$227K +9,591 +155%
SPA
30
Sentinel Pension Advisors
Massachusetts
$382K +$24.4K +1,030 +7%
CA
31
Cetera Advisors
Colorado
$356K +$24.8K +1,050 +8%
AWM
32
Avaii Wealth Management
Wisconsin
$327K +$19.3K +817 +7%
LWM
33
LJI Wealth Management
Indiana
$286K +$265K +11,227 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$285K -$8.04K -340 -3%
CWM
35
Centurion Wealth Management
Virginia
$283K +$263K +11,112 New
SWM
36
Spire Wealth Management
Virginia
$283K +$263K +11,112 New
PAG
37
Private Advisor Group
New Jersey
$227K +$211K +8,916 New
VC
38
Vestor Capital
Illinois
$227K
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$213K +$202K +8,532 New
CFS
40
CRA Financial Services
New Jersey
$210K +$195K +8,255 New
ZIM
41
Zacks Investment Management
Illinois
$209K +$194K +8,206 New
SPC
42
Sigma Planning Corp
Michigan
$205K +$190K +8,052 New
GWM
43
Geneos Wealth Management
Colorado
$145K
CP
44
Castleview Partners
Texas
$34.3K -$118 -5 -0.4%
AIP
45
Ahrens Investment Partners
Louisiana
$32.1K +$29.8K +1,260 New
IA
46
IFP Advisors
Florida
$18.7K -$210K -8,892 -90%
GRP
47
Global Retirement Partners
California
$18.2K
BCWM
48
Bartlett & Co Wealth Management
Ohio
$16.3K -$2.67K -113 -15%
BC
49
Bartlett & Co
Ohio
$16K -$2.67K -113 -15%
Morgan Stanley
50
Morgan Stanley
New York
$15.9K