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Fidelity Blue Chip Growth ETF
FBCG

181 hedge funds and large institutions have $2.86B invested in Fidelity Blue Chip Growth ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 8

295% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 22

214% more capital invested

Capital invested by funds: $912M → $2.86B (+$1.95B)

180% more funds holding in top 10

Funds holding in top 10: 5 → 14 (+9)

56.68% more ownership

Funds ownership: 42.46% → 99.14% (+57%)

34% more funds holding

Funds holding: 135 → 181 (+46)

Holders
181
Holders Change
+46
Holders Change %
+34.07%
% of All Funds
2.38%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.18%
New
57
Increased
87
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$890M
2
DWM
Dynasty Wealth Management
Florida
+$253M
3
JP Morgan Chase
JP Morgan Chase
New York
+$239M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16.4M

Top Sellers

1
DIM
Delta Investment Management
California
-$12.5M
2
GIA
Goodwin Investment Advisory
Georgia
-$4.04M
3
MCM
MV Capital Management
Maryland
-$2.14M
4
WA
Win Advisors
Florida
-$1.79M
5
IA
IFP Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
51
Keystone Wealth Services
California
$4.21M +$484K +10,675 +13%
CAL
52
Capital Analysts LLC
Pennsylvania
$3.82M +$1.91M +42,103 +104%
RF
53
Roxbury Financial
New Jersey
$3.76M +$3.7M +81,683 New
EFS
54
Essex Financial Services
Connecticut
$3.64M +$710K +15,656 +25%
RFA
55
Rollins Financial Advisors
New York
$3.44M +$395K +8,717 +13%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.38M -$237K -5,231 -7%
BIS
57
BG Investment Services
Guam
$3.24M +$3.18M +70,135 New
MMPW
58
Mitchell McLeod Pugh & Williams
Alabama
$3.11M +$923K +20,353 +43%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$3.04M +$1.41M +31,095 +90%
AWS
60
Atria Wealth Solutions
New York
$2.97M -$53K -1,169 -2%
DC
61
Dahring Cusmano
Michigan
$2.9M +$2.84M +62,594 New
PAG
62
Private Advisor Group
New Jersey
$2.76M +$409K +9,023 +18%
JWCA
63
J.W. Cole Advisors
Florida
$2.68M +$170K +3,741 +7%
BRWA
64
B. Riley Wealth Advisors
Florida
$2.61M +$230K +5,070 +10%
CWC
65
Carolinas Wealth Consulting
North Carolina
$2.5M -$177K -3,904 -7%
IFG
66
Independent Financial Group
California
$2.43M +$376K +8,300 +19%
FFP
67
Forbes Financial Planning
Rhode Island
$2.27M +$2.23M +49,175 New
CCFM
68
Clear Creek Financial Management
Washington
$2.2M +$40.7K +898 +2%
WWA
69
WCG Wealth Advisors
Nevada
$2.13M +$60.5K +1,335 +3%
SA
70
Sovran Advisors
California
$2.13M +$2.1M +46,414 New
MA
71
Mutual Advisors
Nebraska
$2.09M +$22.2K +490 +1%
SWA
72
Sax Wealth Advisors
New Jersey
$2.08M +$2.03M +44,877 New
Renaissance Technologies
73
Renaissance Technologies
New York
$2.01M +$1.97M +43,500 New
VT
74
Vise Technologies
New York
$1.91M +$1.42M +31,311 +311%
QWP
75
Quotient Wealth Partners
Texas
$1.79M +$855K +18,865 +95%
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