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Fidelity Blue Chip Growth ETF

109 hedge funds and large institutions have $529M invested in Fidelity Blue Chip Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

287% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 15

46% more capital invested

Capital invested by funds: $361M → $529M (+$168M)

22% more funds holding

Funds holding: 89109 (+20)

1.63% more ownership

Funds ownership: 35.51%37.14% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
109
Holders Change
+20
Holders Change %
+22.47%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
58
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$3.75M +$3.51M +97,419 New
KPWG
27
KFA Private Wealth Group
Virginia
$3.46M +$3.25M +90,069 New
TCM
28
Traynor Capital Management
Pennsylvania
$3.44M +$274K +7,590 +9%
Wells Fargo
29
Wells Fargo
California
$3.19M +$3M +83,030 New
Marshall Wace
30
Marshall Wace
United Kingdom
$2.85M +$824K +22,836 +45%
SPC
31
Sigma Planning Corp
Michigan
$2.6M +$1.68M +46,622 +223%
KWS
32
Keystone Wealth Services
California
$2.33M +$2.18M +60,470 New
AWS
33
Atria Wealth Solutions
New York
$2.24M -$281K -7,777 -12%
CWC
34
Carolinas Wealth Consulting
North Carolina
$2.18M +$41.8K +1,160 +2%
LNC
35
Lincoln National Corp
Pennsylvania
$1.87M +$728K +20,177 +71%
PAG
36
Private Advisor Group
New Jersey
$1.85M +$463K +12,823 +36%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.81M +$908K +25,158 +114%
FHC
38
First Heartland Consultants
Missouri
$1.67M +$43.6K +1,210 +3%
WWA
39
WCG Wealth Advisors
Nevada
$1.65M +$1.17M +32,311 +304%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1.61M +$1.5M +41,659 +23,144%
CCFM
41
Clear Creek Financial Management
Washington
$1.56M +$1.47M +40,661 New
JWCA
42
J.W. Cole Advisors
Florida
$1.56M +$443K +12,278 +43%
SWM
43
Spire Wealth Management
Virginia
$1.47M -$39.7K -1,101 -3%
CWM
44
Centurion Wealth Management
Virginia
$1.47M -$39.7K -1,100 -3%
SAS
45
SMI Advisory Services
Indiana
$1.34M +$1.27M +35,131 New
BRWA
46
B. Riley Wealth Advisors
Florida
$1.34M -$27.1K -750 -2%
AHC
47
Adell Harriman & Carpenter
Texas
$1.27M +$22.5K +624 +2%
EFS
48
Essex Financial Services
Connecticut
$1.1M +$646K +17,900 +166%
SS
49
Sunbelt Securities
Texas
$1.1M +$164K +4,554 +19%
MWM
50
Meridian Wealth Management
Kentucky
$1.09M +$11.4K +316 +1%