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Fidelity Blue Chip Growth ETF

89 hedge funds and large institutions have $361M invested in Fidelity Blue Chip Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

45% more capital invested

Capital invested by funds: $249M → $361M (+$112M)

25% more funds holding

Funds holding: 7189 (+18)

2.99% more ownership

Funds ownership: 32.52%35.51% (+3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+18
Holders Change %
+25.35%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
39
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Tandem Capital Management
New Jersey
$445K +$80K +2,600 +24%
CFS
52
CRA Financial Services
New Jersey
$425K +$33.9K +1,100 +9%
LWM
53
LJI Wealth Management
Indiana
$423K
Morgan Stanley
54
Morgan Stanley
New York
$366K +$236K +7,676 +231%
EFS
55
Essex Financial Services
Connecticut
$359K +$108K +3,497 +48%
WWA
56
WCG Wealth Advisors
Nevada
$354K +$327K +10,639 New
BCI
57
Brinker Capital Investments
Pennsylvania
$321K -$109K -3,549 -27%
OPS
58
Orion Portfolio Solutions
Nebraska
$321K -$109K -3,549 -27%
FFA
59
Florida Financial Advisors
Florida
$318K +$294K +9,561 New
KOMWMG
60
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$292K +$270K +8,762 New
IAG
61
Investment Advisory Group
Massachusetts
$267K +$247K +8,030 New
NA
62
NewEdge Advisors
Louisiana
$255K +$228K +7,398 New
SCA
63
Snowden Capital Advisors
New York
$245K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$221K +$204K +6,634 New
PCP
65
Proficio Capital Partners
Massachusetts
$219K +$203K +6,589 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$211K +$94K +3,054 +93%
Two Sigma Investments
67
Two Sigma Investments
New York
$210K +$194K +6,300 New
HIA
68
Harbor Investment Advisory
Maryland
$205K +$32.3K +1,050 +21%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$202K +$187K +6,074 New
GWM
70
Geneos Wealth Management
Colorado
$158K
VC
71
Vestor Capital
Illinois
$131K -$107K -3,478 -47%
AWM
72
Avior Wealth Management
Nebraska
$117K
PS
73
Principal Securities
Iowa
$77.5K +$71.6K +2,327 New
S
74
Sachetta
Massachusetts
$75.5K +$69.8K +2,267 New
CAL
75
Capital Analysts LLC
Pennsylvania
$52K +$47.7K +1,550 New