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Fidelity Blue Chip Growth ETF

109 hedge funds and large institutions have $529M invested in Fidelity Blue Chip Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

287% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 15

46% more capital invested

Capital invested by funds: $361M → $529M (+$168M)

22% more funds holding

Funds holding: 89109 (+20)

1.63% more ownership

Funds ownership: 35.51%37.14% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
109
Holders Change
+20
Holders Change %
+22.47%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
58
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.08M +$154K +4,271 +18%
MSWM
52
McGlone Suttner Wealth Management
Wisconsin
$969K +$87.3K +2,420 +11%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$933K +$875K +24,256 New
Truist Financial
54
Truist Financial
North Carolina
$901K +$841K +23,313 New
MF
55
Meridian Financial
Massachusetts
$732K
KIG
56
Kowal Investment Group
Wisconsin
$720K +$675K +18,710 New
TRCT
57
Tower Research Capital (TRC)
New York
$679K +$637K +17,652 New
CAL
58
Capital Analysts LLC
Pennsylvania
$677K +$579K +16,057 +1,036%
YWS
59
Yarger Wealth Strategies
Ohio
$661K +$620K +17,186 New
CFS
60
CRA Financial Services
New Jersey
$659K +$158K +4,371 +34%
Osaic Holdings
61
Osaic Holdings
Arizona
$643K -$151K -4,195 -20%
RL
62
Retireful LLC
Michigan
$636K +$596K +16,533 New
CAC
63
Certified Advisory Corp
Florida
$581K +$19.6K +543 +4%
SPA
64
Sentinel Pension Advisors
Massachusetts
$574K -$12.1K -335 -2%
CIR
65
Clear Investment Research
Georgia
$553K +$492K +13,645 +1,885%
AWM
66
Avaii Wealth Management
Wisconsin
$541K +$19.6K +543 +4%
TCM
67
Tandem Capital Management
New Jersey
$520K +$5.41K +150 +1%
LWM
68
LJI Wealth Management
Indiana
$501K +$11.5K +319 +3%
BCI
69
Brinker Capital Investments
Pennsylvania
$453K +$76K +2,106 +22%
OPS
70
Orion Portfolio Solutions
Nebraska
$453K +$76K +2,106 +22%
FFA
71
Florida Financial Advisors
Florida
$446K +$73.7K +2,043 +21%
KOMWMG
72
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$406K +$64.6K +1,790 +20%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$400K +$147K +4,068 +64%
NA
74
NewEdge Advisors
Louisiana
$388K +$96.8K +2,682 +36%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$371K +$108K +3,000 +45%