We are live on ! Find out more
FBCG icon

Fidelity Blue Chip Growth ETF

135 hedge funds and large institutions have $912M invested in Fidelity Blue Chip Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $755M → $912M (+$158M)

2.57% more ownership

Funds ownership: 39.89%42.46% (+2.6%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

1% less funds holding

Funds holding: 137135 (-2)

Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
73
Reduced
27
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$2.07M +$999K +24,148 +99%
MMPW
52
Mitchell McLeod Pugh & Williams
Alabama
$2M +$936K +22,618 +93%
CCFM
53
Clear Creek Financial Management
Washington
$1.99M +$87.4K +2,112 +5%
MA
54
Mutual Advisors
Nebraska
$1.93M +$1.83M +44,235 New
WWA
55
WCG Wealth Advisors
Nevada
$1.92M +$9.06K +219 +0.5%
IFG
56
Independent Financial Group
California
$1.89M +$278K +6,717 +18%
CAL
57
Capital Analysts LLC
Pennsylvania
$1.74M +$511K +12,363 +44%
CWM
58
Centurion Wealth Management
Virginia
$1.51M +$1.46M +35,319 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.48M +$1.02M +24,546 +245%
AHC
60
Adell Harriman & Carpenter
Texas
$1.42M +$32.7K +790 +2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.34M +$1.3M +31,317 New
Marshall Wace
62
Marshall Wace
United Kingdom
$1.32M +$1.27M +30,797 New
MWM
63
Meridian Wealth Management
Kentucky
$1.21M +$1.17M +28,316 New
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$1.17M +$5.17K +125 +0.5%
S
65
Sachetta
Massachusetts
$1.14M +$14.5K +350 +1%
CFS
66
CRA Financial Services
New Jersey
$1.07M +$181K +4,367 +21%
NA
67
NewEdge Advisors
Louisiana
$1.07M +$42.6K +1,030 +4%
SS
68
Sunbelt Securities
Texas
$1.04M -$255K -6,165 -20%
CAC
69
Certified Advisory Corp
Florida
$989K +$143K +3,468 +18%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$938K +$79.1K +1,911 +10%
CIR
71
Clear Investment Research
Georgia
$903K +$99.5K +2,404 +13%
HI
72
Harbour Investments
Wisconsin
$858K +$798K +19,290 +2,515%
QWP
73
Quotient Wealth Partners
Texas
$850K +$186K +4,495 +29%
D
74
Dentgroup
Louisiana
$819K +$10.8K +261 +1%
MF
75
Meridian Financial
Massachusetts
$808K