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Fidelity Blue Chip Growth ETF

71 hedge funds and large institutions have $249M invested in Fidelity Blue Chip Growth ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more funds holding

Funds holding: 5871 (+13)

14% more capital invested

Capital invested by funds: $217M → $249M (+$31.5M)

1.12% less ownership

Funds ownership: 33.64%32.52% (-1.1%)

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
35
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$336K +$73K +2,424 +26%
TCM
52
Tandem Capital Management
New Jersey
$312K +$106K +3,535 +49%
VC
53
Vestor Capital
Illinois
$214K
SCA
54
Snowden Capital Advisors
New York
$213K
SS
55
Sunbelt Securities
Texas
$212K +$123K +4,090 +127%
EFS
56
Essex Financial Services
Connecticut
$211K +$219K +7,281 New
HIA
57
Harbor Investment Advisory
Maryland
$148K
GWM
58
Geneos Wealth Management
Colorado
$138K
AWM
59
Avior Wealth Management
Nebraska
$101K +$75.3K +2,500 +250%
Morgan Stanley
60
Morgan Stanley
New York
$96.1K +$36.9K +1,225 +58%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$94.8K +$57.4K +1,906 +139%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$68.6K +$71.4K +2,370 New
MSFP
63
Mark Sheptoff Financial Planning
Connecticut
$38.9K +$40.4K +1,343 New
IA
64
IFP Advisors
Florida
$23.7K
GRP
65
Global Retirement Partners
California
$21.7K +$8.91K +296 +65%
BC
66
Bartlett & Co
Ohio
$19K
BCWM
67
Bartlett & Co Wealth Management
Ohio
$18.5K
CFD
68
Creative Financial Designs
Indiana
$6.8K +$7.08K +235 New
BWS
69
Buck Wealth Strategies
Colorado
$3.91K -$6.02K -200 -60%
MWM
70
Mascoma Wealth Management
New Hampshire
$579
ZIM
71
Zacks Investment Management
Illinois
-$262K -8,806 Closed
HS
72
Horan Securities
United States
-$2.74K -92 Closed