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Fidelity Blue Chip Growth ETF
FBCG

Overview Fund Activity

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.

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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$12.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.3M
4
CTC
4
Central Trust Company
Missouri
$3.99M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.11M

Top Sellers

1
GIA
1
Goodwin Investment Advisory
Georgia
$53.6M
2
LNC
2
Lincoln National Corp
Pennsylvania
$710K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$678K 22,778 +3,557 +19%
JWCA
27
J.W. Cole Advisors
Florida
$609K 20,469 +780 +4%
CCA
28
Childress Capital Advisors
Texas
$583K 19,600 – –
MF
29
Meridian Financial
Massachusetts
$578K 19,427 – –
SPA
30
Sentinel Pension Advisors
Massachusetts
$470K 15,802 +519 +3%
CWM
31
Centurion Wealth Management
Virginia
$462K 15,527 +4,415 +40%
SWM
32
Spire Wealth Management
Virginia
$462K 15,527 +4,415 +40%
AAS
33
Avantax Advisory Services
Texas
$435K 14,606 +14,606 New
CA
34
Cetera Advisors
Colorado
$416K 13,970 – –
AWM
35
Avaii Wealth Management
Wisconsin
$394K 13,259 +403 +3%
PAG
36
Private Advisor Group
New Jersey
$318K 10,170 +1,254 +14%
LWM
37
LJI Wealth Management
Indiana
$312K 10,483 -744 -7%
SPC
38
Sigma Planning Corp
Michigan
$273K 9,172 +1,120 +14%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$271K 9,121 -2,090 -19%
CFS
40
CRA Financial Services
New Jersey
$266K 8,940 +685 +8%
ZIM
41
Zacks Investment Management
Illinois
$262K 8,806 +600 +7%
VC
42
Vestor Capital
Illinois
$220K 7,400 -1,518 -17%
SCA
43
Snowden Capital Advisors
New York
$219K 7,346 +7,346 New
TCM
44
Tandem Capital Management
New Jersey
$215K 7,225 +7,225 New
HIA
45
Harbor Investment Advisory
Maryland
$152K 5,100 +5,100 New
GWM
46
Geneos Wealth Management
Colorado
$141K 4,749 -956 -17%
SS
47
Sunbelt Securities
Texas
$95.7K 3,217 +3,217 New
Morgan Stanley
48
Morgan Stanley
New York
$62.3K 2,095 +1,470 +235%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$40.7K 1,367 -14,548 -91%
AWM
50
Avior Wealth Management
Nebraska
$29.8K 1,000 +1,000 New
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