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Fidelity Blue Chip Growth ETF
FBCG

Overview Fund Activity

134 hedge funds and large institutions have $910M invested in Fidelity Blue Chip Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
72
Reduced
27
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$80.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$80M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.6M
4
PS
4
Portfolio Strategies
New York
$18.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$17.9M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$7.85M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$47.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PSCM
26
Per Stirling Capital Management
Texas
$8.27M 193,349 +26,624 +16%
SAS
27
SMI Advisory Services
Indiana
$8.05M 188,173 +136,667 +265%
KAS
28
Kestra Advisory Services
Texas
$7.85M 183,657 -442,501 -71%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.19M 168,108 +658 +0.4%
HighTower Advisors
30
HighTower Advisors
Illinois
$7.17M 167,572 +4,226 +3%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$5.07M 118,489 +18,371 +18%
BP
32
Broadleaf Partners
Ohio
$5.06M 118,393 +118,393 New
CTC
33
Central Trust Company
Missouri
$5.02M 117,419 -350 -0.3%
CCA
34
Childress Capital Advisors
Texas
$4.85M 113,495 +11,045 +11%
CWP
35
Cyndeo Wealth Partners
Florida
$4.32M 101,088 -11,602 -10%
BL
36
BFSG LLC
California
$4.26M 99,561 +57,103 +134%
SPC
37
Sigma Planning Corp
Michigan
$4M 93,488 +12,775 +16%
KWS
38
Keystone Wealth Services
California
$3.43M 80,246 +10,429 +15%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.35M 78,344 +7,610 +11%
UW
40
Unique Wealth
Florida
$3.26M 76,113 +76,113 New
RFA
41
Rollins Financial Advisors
New York
$2.81M 65,617 +53,011 +421%
AWS
42
Atria Wealth Solutions
New York
$2.8M 65,471 +43 +0.1%
EFS
43
Essex Financial Services
Connecticut
$2.79M 62,949 +6,340 +11%
IA
44
IFP Advisors
Florida
$2.74M 64,083 +9,815 +18%
ATC
45
Advantage Trust Company
Kansas
$2.72M 63,553 +63,553 New
CWC
46
Carolinas Wealth Consulting
North Carolina
$2.47M 57,855 +1,592 +3%
JWCA
47
J.W. Cole Advisors
Florida
$2.32M 54,195 +4,271 +9%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.18M 51,300 -3,690 -7%
PAG
49
Private Advisor Group
New Jersey
$2.17M 50,639 +3,367 +7%
FHC
50
First Heartland Consultants
Missouri
$2.13M 49,740 +2,398 +5%
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