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Fidelity Blue Chip Growth ETF

135 hedge funds and large institutions have $912M invested in Fidelity Blue Chip Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $755M → $912M (+$158M)

2.57% more ownership

Funds ownership: 39.89%42.46% (+2.6%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

1% less funds holding

Funds holding: 137135 (-2)

Holders
135
Holders Change
-2
Holders Change %
-1.46%
% 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
73
Reduced
27
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
26
Per Stirling Capital Management
Texas
$8.27M +$1.1M +26,624 +16%
SAS
27
SMI Advisory Services
Indiana
$8.05M +$5.65M +136,667 +265%
KAS
28
Kestra Advisory Services
Texas
$7.85M -$18.3M -442,501 -71%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.19M +$27.2K +658 +0.4%
HighTower Advisors
30
HighTower Advisors
Illinois
$7.17M +$175K +4,226 +3%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$5.07M +$760K +18,371 +18%
BP
32
Broadleaf Partners
Ohio
$5.06M +$4.9M +118,393 New
CTC
33
Central Trust Company
Missouri
$5.02M -$14.5K -350 -0.3%
CCA
34
Childress Capital Advisors
Texas
$4.85M +$457K +11,045 +11%
CWP
35
Cyndeo Wealth Partners
Florida
$4.32M -$480K -11,602 -10%
BL
36
BFSG LLC
California
$4.26M +$2.36M +57,103 +134%
SPC
37
Sigma Planning Corp
Michigan
$4M +$529K +12,775 +16%
KWS
38
Keystone Wealth Services
California
$3.43M +$431K +10,429 +15%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.35M +$315K +7,610 +11%
UW
40
Unique Wealth
Florida
$3.26M +$3.15M +76,113 New
RFA
41
Rollins Financial Advisors
New York
$2.81M +$2.19M +53,011 +421%
AWS
42
Atria Wealth Solutions
New York
$2.8M +$1.78K +43 +0.1%
EFS
43
Essex Financial Services
Connecticut
$2.79M +$262K +6,340 +11%
IA
44
IFP Advisors
Florida
$2.74M +$406K +9,815 +18%
ATC
45
Advantage Trust Company
Kansas
$2.72M +$2.63M +63,553 New
CWC
46
Carolinas Wealth Consulting
North Carolina
$2.47M +$65.9K +1,592 +3%
JWCA
47
J.W. Cole Advisors
Florida
$2.32M +$177K +4,271 +9%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.18M -$153K -3,690 -7%
PAG
49
Private Advisor Group
New Jersey
$2.17M +$139K +3,367 +7%
FHC
50
First Heartland Consultants
Missouri
$2.13M +$99.2K +2,398 +5%