We are live on ! Find out more
FBCG icon

Fidelity Blue Chip Growth ETF

137 hedge funds and large institutions have $755M invested in Fidelity Blue Chip Growth ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more capital invested

Capital invested by funds: $529M → $755M (+$226M)

26% more funds holding

Funds holding: 109137 (+28)

2.75% more ownership

Funds ownership: 37.14%39.89% (+2.8%)

Holders
137
Holders Change
+28
Holders Change %
+25.69%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
58
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
51
Adell Harriman & Carpenter
Texas
$1.38M -$15.7K -397 -1%
SS
52
Sunbelt Securities
Texas
$1.29M +$79.1K +2,004 +7%
CAL
53
Capital Analysts LLC
Pennsylvania
$1.2M +$419K +10,599 +60%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$1.16M +$121K +3,060 +13%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.08M -$852K -21,578 -46%
S
56
Sachetta
Massachusetts
$1.04M +$945K +23,937 +1,056%
NFG
57
Nations Financial Group
Iowa
$1.03M +$959K +24,285 New
MMPW
58
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$956K +24,205 New
NA
59
NewEdge Advisors
Louisiana
$1.01M +$546K +13,828 +137%
FS
60
Ferguson Shapiro
Georgia
$931K +$866K +21,944 New
CFS
61
CRA Financial Services
New Jersey
$874K +$137K +3,478 +20%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$850K +$380K +9,625 +93%
FTUS
63
Flow Traders U.S.
New York
$835K +$777K +19,675 New
CAC
64
Certified Advisory Corp
Florida
$834K +$180K +4,551 +30%
D
65
Dentgroup
Louisiana
$802K +$746K +18,888 New
MF
66
Meridian Financial
Massachusetts
$801K -$5.8K -147 -0.8%
CIR
67
Clear Investment Research
Georgia
$794K +$171K +4,335 +30%
MSWM
68
McGlone Suttner Wealth Management
Wisconsin
$759K -$95.6K -2,420 -10%
YWS
69
Yarger Wealth Strategies
Ohio
$729K
QWP
70
Quotient Wealth Partners
Texas
$653K +$607K +15,383 New
SPA
71
Sentinel Pension Advisors
Massachusetts
$650K +$15.8K +400 +3%
RJA
72
Raymond James & Associates
Florida
$608K +$192K +4,852 +51%
AWM
73
Avaii Wealth Management
Wisconsin
$598K +$829 +21 +0.1%
TCM
74
Tandem Capital Management
New Jersey
$592K +$2.37K +60 +0.4%
LWM
75
LJI Wealth Management
Indiana
$590K +$35.3K +895 +7%