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Fidelity Blue Chip Growth ETF

137 hedge funds and large institutions have $755M invested in Fidelity Blue Chip Growth ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more capital invested

Capital invested by funds: $529M → $755M (+$226M)

26% more funds holding

Funds holding: 109137 (+28)

2.75% more ownership

Funds ownership: 37.14%39.89% (+2.8%)

Holders
137
Holders Change
+28
Holders Change %
+25.69%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
58
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dynasty Wealth Management
Florida
$6.28M +$5.84M +147,925 New
CTC
27
Central Trust Company
Missouri
$5M -$236K -5,977 -5%
CWP
28
Cyndeo Wealth Partners
Florida
$4.78M +$4.45M +112,690 New
CCA
29
Childress Capital Advisors
Texas
$4.35M -$254K -6,431 -6%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.32M +$2.37M +59,988 +143%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$4.25M -$427K -10,808 -10%
SPC
32
Sigma Planning Corp
Michigan
$3.43M +$520K +13,162 +19%
TCM
33
Traynor Capital Management
Pennsylvania
$3.15M -$596K -15,102 -17%
Osaic Holdings
34
Osaic Holdings
Arizona
$3M +$2.13M +54,014 +323%
KWS
35
Keystone Wealth Services
California
$2.96M +$369K +9,347 +15%
AWS
36
Atria Wealth Solutions
New York
$2.78M +$285K +7,209 +12%
CWC
37
Carolinas Wealth Consulting
North Carolina
$2.39M -$16.1K -408 -0.7%
OAS
38
Optivise Advisory Services
Tennessee
$2.35M +$2.18M +55,276 New
BRWA
39
B. Riley Wealth Advisors
Florida
$2.33M +$349K +8,830 +19%
IA
40
IFP Advisors
Florida
$2.3M +$2.06M +52,281 +2,631%
SAS
41
SMI Advisory Services
Indiana
$2.25M +$647K +16,375 +47%
EFS
42
Essex Financial Services
Connecticut
$2.2M +$1.1M +27,931 +97%
WA
43
Win Advisors
Florida
$2.16M -$13.3M -337,043 -87%
JWCA
44
J.W. Cole Advisors
Florida
$2.12M +$367K +9,300 +23%
PAG
45
Private Advisor Group
New Jersey
$2.01M -$35.5K -900 -2%
WWA
46
WCG Wealth Advisors
Nevada
$1.89M +$63.4K +1,606 +4%
CCFM
47
Clear Creek Financial Management
Washington
$1.89M +$150K +3,807 +9%
Renaissance Technologies
48
Renaissance Technologies
New York
$1.85M +$1.72M +43,500 New
BL
49
BFSG LLC
California
$1.8M +$1.68M +42,458 New
IFG
50
Independent Financial Group
California
$1.59M +$1.48M +37,465 New