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Fidelity Blue Chip Growth ETF

58 hedge funds and large institutions have $217M invested in Fidelity Blue Chip Growth ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

85% more capital invested

Capital invested by funds: $118M → $217M (+$99.7M)

7.75% more ownership

Funds ownership: 25.89%33.64% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 5958 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$678K +$95.5K +3,557 +19%
JWCA
27
J.W. Cole Advisors
Florida
$609K +$20.9K +780 +4%
CCA
28
Childress Capital Advisors
Texas
$583K
MF
29
Meridian Financial
Massachusetts
$578K
SPA
30
Sentinel Pension Advisors
Massachusetts
$470K +$13.9K +519 +3%
CWM
31
Centurion Wealth Management
Virginia
$462K +$119K +4,415 +40%
SWM
32
Spire Wealth Management
Virginia
$462K +$119K +4,415 +40%
AAS
33
Avantax Advisory Services
Texas
$435K +$392K +14,606 New
CA
34
Cetera Advisors
Colorado
$416K
AWM
35
Avaii Wealth Management
Wisconsin
$394K +$10.8K +403 +3%
PAG
36
Private Advisor Group
New Jersey
$318K +$33.7K +1,254 +14%
LWM
37
LJI Wealth Management
Indiana
$312K -$20K -744 -7%
SPC
38
Sigma Planning Corp
Michigan
$273K +$30.1K +1,120 +14%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$271K -$56.1K -2,090 -19%
CFS
40
CRA Financial Services
New Jersey
$266K +$18.4K +685 +8%
ZIM
41
Zacks Investment Management
Illinois
$262K +$16.1K +600 +7%
VC
42
Vestor Capital
Illinois
$220K -$40.8K -1,518 -17%
SCA
43
Snowden Capital Advisors
New York
$219K +$197K +7,346 New
TCM
44
Tandem Capital Management
New Jersey
$215K +$194K +7,225 New
HIA
45
Harbor Investment Advisory
Maryland
$152K +$137K +5,100 New
GWM
46
Geneos Wealth Management
Colorado
$141K -$25.7K -956 -17%
SS
47
Sunbelt Securities
Texas
$95.7K +$86.4K +3,217 New
Morgan Stanley
48
Morgan Stanley
New York
$62.3K +$39.5K +1,470 +235%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$40.7K -$391K -14,548 -91%
AWM
50
Avior Wealth Management
Nebraska
$29.8K +$26.8K +1,000 New