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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
RFA
76
Rollins Financial Advisors
New York
$535K +$498K +12,606 New
ZIM
77
Zacks Investment Management
Illinois
$518K +$482K +12,204 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$504K +$88.6K +2,245 +23%
AFG
79
Atomi Financial Group
New York
$497K +$462K +11,712 New
VT
80
Vise Technologies
New York
$495K +$219K +5,551 +91%
GFG
81
Goldstone Financial Group
Illinois
$482K +$449K +11,360 New
IAG
82
Investment Advisory Group
Massachusetts
$465K +$81.9K +2,075 +23%
Truist Financial
83
Truist Financial
North Carolina
$447K -$505K -12,778 -55%
RL
84
Retireful LLC
Michigan
$446K -$238K -6,025 -36%
BCI
85
Brinker Capital Investments
Pennsylvania
$445K -$50.9K -1,289 -11%
OPS
86
Orion Portfolio Solutions
Nebraska
$445K -$50.9K -1,289 -11%
KOMWMG
87
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$443K -$4.74K -120 -1%
Citadel Advisors
88
Citadel Advisors
Florida
$442K -$696K -17,617 -63%
FFA
89
Florida Financial Advisors
Florida
$437K -$52K -1,318 -11%
AI
90
Atria Investments
North Carolina
$436K +$405K +10,267 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$426K +$396K +10,039 New
Stifel Financial
92
Stifel Financial
Missouri
$386K +$359K +9,084 New
WE
93
Wealth Effects
Massachusetts
$369K +$344K +8,700 New
LWM
94
Liberty Wealth Management
California
$343K +$320K +8,092 New
1CP
95
17 Capital Partners
Arizona
$332K +$73.8K +1,868 +31%
FEM
96
Fulcrum Equity Management
Texas
$323K +$300K +7,603 New
GS
97
GTS Securities
New York
$316K +$750 +19 +0.3%
IWM
98
Iams Wealth Management
Nebraska
$307K +$286K +7,243 New
HIA
99
Harbor Investment Advisory
Maryland
$299K +$7.9K +200 +3%
SAM
100
Synergy Asset Management
Washington
$292K +$272K +6,880 New