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Fidelity Blue Chip Growth ETF
FBCG

Overview Fund Activity

136 hedge funds and large institutions have $753M invested in Fidelity Blue Chip Growth ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% 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
37
Increased
58
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$117M
2
KIG
2
Kowal Investment Group
Wisconsin
$28M
3
KPWG
3
KFA Private Wealth Group
Virginia
$18.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$57.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.4M

Top Sellers

1
WA
1
Win Advisors
Florida
$2.16M
2
GIA
2
Goodwin Investment Advisory
Georgia
$73.7M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.54M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Dynasty Wealth Management
Florida
$6.28M 147,925 +147,925 New
CTC
27
Central Trust Company
Missouri
$5M 117,769 -5,977 -5%
CWP
28
Cyndeo Wealth Partners
Florida
$4.78M 112,690 +112,690 New
CCA
29
Childress Capital Advisors
Texas
$4.35M 102,450 -6,431 -6%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.32M 101,827 +59,988 +143%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$4.25M 100,118 -10,808 -10%
SPC
32
Sigma Planning Corp
Michigan
$3.43M 80,713 +13,162 +19%
TCM
33
Traynor Capital Management
Pennsylvania
$3.15M 74,253 -15,102 -17%
Osaic Holdings
34
Osaic Holdings
Arizona
$3M 70,734 +54,014 +323%
KWS
35
Keystone Wealth Services
California
$2.96M 69,817 +9,347 +15%
AWS
36
Atria Wealth Solutions
New York
$2.78M 65,428 +7,209 +12%
CWC
37
Carolinas Wealth Consulting
North Carolina
$2.39M 56,263 -408 -0.7%
OAS
38
Optivise Advisory Services
Tennessee
$2.35M 55,276 +55,276 New
BRWA
39
B. Riley Wealth Advisors
Florida
$2.33M 54,990 +8,830 +19%
IA
40
IFP Advisors
Florida
$2.3M 54,268 +52,281 +2,631%
SAS
41
SMI Advisory Services
Indiana
$2.25M 51,506 +16,375 +47%
EFS
42
Essex Financial Services
Connecticut
$2.2M 56,609 +27,931 +97%
WA
43
Win Advisors
Florida
$2.16M 50,903 -337,043 -87%
JWCA
44
J.W. Cole Advisors
Florida
$2.12M 49,924 +9,300 +23%
PAG
45
Private Advisor Group
New Jersey
$2.01M 47,272 -900 -2%
WWA
46
WCG Wealth Advisors
Nevada
$1.89M 44,556 +1,606 +4%
CCFM
47
Clear Creek Financial Management
Washington
$1.89M 44,468 +3,807 +9%
Renaissance Technologies
48
Renaissance Technologies
New York
$1.85M 43,500 +43,500 New
BL
49
BFSG LLC
California
$1.8M 42,458 +42,458 New
AHC
50
Adell Harriman & Carpenter
Texas
$1.38M 32,493 -397 -1%
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