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Fidelity Blue Chip Growth ETF

89 hedge funds and large institutions have $361M invested in Fidelity Blue Chip Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

45% more capital invested

Capital invested by funds: $249M → $361M (+$112M)

25% more funds holding

Funds holding: 7189 (+18)

2.99% more ownership

Funds ownership: 32.52%35.51% (+3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+18
Holders Change %
+25.35%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
39
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
26
Carolinas Wealth Consulting
North Carolina
$1.85M +$1.35K +44 +0.1%
Marshall Wace
27
Marshall Wace
United Kingdom
$1.71M +$231K +7,493 +17%
BRWA
28
B. Riley Wealth Advisors
Florida
$1.56M +$23.1K +750 +2%
FHC
29
First Heartland Consultants
Missouri
$1.4M +$76.2K +2,475 +6%
SWM
30
Spire Wealth Management
Virginia
$1.35M +$499K +16,229 +70%
CWM
31
Centurion Wealth Management
Virginia
$1.31M +$499K +16,228 +70%
PAG
32
Private Advisor Group
New Jersey
$1.18M +$247K +8,024 +29%
AHC
33
Adell Harriman & Carpenter
Texas
$1.07M +$8.86K +288 +0.9%
RJA
34
Raymond James & Associates
Florida
$1.03M +$954K +30,999 New
AWM
35
AE Wealth Management
Kansas
$964K -$20.7K -673 -2%
LNC
36
Lincoln National Corp
Pennsylvania
$945K +$35.2K +1,145 +4%
JWCA
37
J.W. Cole Advisors
Florida
$944K +$229K +7,427 +36%
MWM
38
Meridian Wealth Management
Kentucky
$933K -$862K -28,000 -50%
Jane Street
39
Jane Street
New York
$817K -$1.51M -48,931 -67%
SS
40
Sunbelt Securities
Texas
$797K +$512K +16,630 +228%
Citadel Advisors
41
Citadel Advisors
Florida
$792K +$731K +23,762 New
MSWM
42
McGlone Suttner Wealth Management
Wisconsin
$759K +$31 +1 +0%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$733K -$2.08M -67,530 -75%
SPC
44
Sigma Planning Corp
Michigan
$697K +$287K +9,333 +80%
Osaic Holdings
45
Osaic Holdings
Arizona
$697K -$358K -11,620 -36%
MF
46
Meridian Financial
Massachusetts
$634K -$3.08K -100 -0.5%
CA
47
Cetera Advisors
Colorado
$580K +$9.08K +295 +2%
SPA
48
Sentinel Pension Advisors
Massachusetts
$508K -$1.05K -34 -0.2%
CAC
49
Certified Advisory Corp
Florida
$485K -$2.58K -84 -0.6%
AWM
50
Avaii Wealth Management
Wisconsin
$450K +$10.1K +329 +2%