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Fidelity Blue Chip Growth ETF

71 hedge funds and large institutions have $249M invested in Fidelity Blue Chip Growth ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more funds holding

Funds holding: 5871 (+13)

14% more capital invested

Capital invested by funds: $217M → $249M (+$31.5M)

1.12% less ownership

Funds ownership: 33.64%32.52% (-1.1%)

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
35
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$1.27M +$1.32M +43,731 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.15M +$1.2M +39,775 New
FHC
28
First Heartland Consultants
Missouri
$1.15M +$361K +11,990 +43%
Osaic Holdings
29
Osaic Holdings
Arizona
$942K -$690K -22,910 -41%
KPWS
30
Kestra Private Wealth Services
Texas
$938K +$151K +5,024 +18%
AHC
31
Adell Harriman & Carpenter
Texas
$926K -$8.43K -280 -0.9%
AWM
32
AE Wealth Management
Kansas
$822K +$855K +28,382 New
PAG
33
Private Advisor Group
New Jersey
$791K +$517K +17,155 +169%
LNC
34
Lincoln National Corp
Pennsylvania
$788K +$101K +3,352 +14%
CWM
35
Centurion Wealth Management
Virginia
$672K +$231K +7,685 +49%
SWM
36
Spire Wealth Management
Virginia
$672K +$231K +7,685 +49%
MSWM
37
McGlone Suttner Wealth Management
Wisconsin
$660K
JWCA
38
J.W. Cole Advisors
Florida
$606K +$13.6K +450 +2%
GS
39
GTS Securities
New York
$591K +$614K +20,399 New
MML Investors Services
40
MML Investors Services
Massachusetts
$583K -$125K -4,158 -17%
MF
41
Meridian Financial
Massachusetts
$554K -$9.04K -300 -2%
CA
42
Cetera Advisors
Colorado
$495K +$94.5K +3,138 +22%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$464K +$208K +6,913 +76%
SPA
44
Sentinel Pension Advisors
Massachusetts
$443K -$15.6K -519 -3%
CAC
45
Certified Advisory Corp
Florida
$424K +$441K +14,641 New
BCI
46
Brinker Capital Investments
Pennsylvania
$383K +$398K +13,223 New
OPS
47
Orion Portfolio Solutions
Nebraska
$383K +$398K +13,223 New
AWM
48
Avaii Wealth Management
Wisconsin
$382K -$2.11K -70 -0.5%
LWM
49
LJI Wealth Management
Indiana
$368K +$66.6K +2,212 +21%
CFS
50
CRA Financial Services
New Jersey
$338K +$81.8K +2,715 +30%