We are live on ! Find out more
FBCG icon

Fidelity Blue Chip Growth ETF

181 hedge funds and large institutions have $2.86B invested in Fidelity Blue Chip Growth ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 8

295% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 22

214% more capital invested

Capital invested by funds: $912M → $2.86B (+$1.95B)

180% more funds holding in top 10

Funds holding in top 10: 514 (+9)

56.68% more ownership

Funds ownership: 42.46%99.14% (+57%)

34% more funds holding

Funds holding: 135181 (+46)

Holders
181
Holders Change
+46
Holders Change %
+34.07%
% of All Funds
2.38%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.18%
New
57
Increased
87
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$14.3M +$1.69M +37,367 +14%
P
27
&Partners
Tennessee
$13.4M +$313K +6,901 +2%
NFG
28
Nations Financial Group
Iowa
$12.2M +$9.73M +214,597 +443%
MCM
29
MV Capital Management
Maryland
$10.9M -$2.14M -47,254 -17%
AAS
30
Avantax Advisory Services
Texas
$10.9M +$1.67M +36,932 +19%
WA
31
Win Advisors
Florida
$10.8M -$1.79M -39,405 -14%
PSCM
32
Per Stirling Capital Management
Texas
$9.2M +$252K +5,552 +3%
SAS
33
SMI Advisory Services
Indiana
$9M +$318K +7,016 +4%
KAS
34
Kestra Advisory Services
Texas
$8.57M +$70.7K +1,559 +0.8%
HighTower Advisors
35
HighTower Advisors
Illinois
$8.43M +$666K +14,683 +9%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$8.12M +$333K +7,341 +4%
Mariner
37
Mariner
Kansas
$7.46M +$7.07M +155,961 +2,896%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$7.3M +$1.79M +39,406 +33%
UW
39
Unique Wealth
Florida
$6.94M +$3.35M +73,988 +97%
FHC
40
First Heartland Consultants
Missouri
$6.81M +$4.42M +97,509 +196%
ATC
41
Advantage Trust Company
Kansas
$5.74M +$2.75M +60,578 +95%
BP
42
Broadleaf Partners
Ohio
$5.66M +$182K +4,026 +3%
BL
43
BFSG LLC
California
$5.42M +$799K +17,617 +18%
CTC
44
Central Trust Company
Missouri
$5.25M -$176K -3,882 -3%
CCA
45
Childress Capital Advisors
Texas
$5.23M -$20.4K -450 -0.4%
PAS
46
PKS Advisory Services
New York
$5.05M +$4.95M +109,103 New
CWP
47
Cyndeo Wealth Partners
Florida
$4.6M -$70.6K -1,557 -2%
CCM
48
Condor Capital Management
New Jersey
$4.46M +$4.37M +96,457 New
SPC
49
Sigma Planning Corp
Michigan
$4.42M +$93.4K +2,061 +2%
AWM
50
AE Wealth Management
Kansas
$4.23M +$4.14M +91,414 New