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Fidelity Blue Chip Growth ETF
FBCG

Overview Fund Activity

134 hedge funds and large institutions have $910M invested in Fidelity Blue Chip Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% 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
72
Reduced
27
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$80.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$80M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.6M
4
PS
4
Portfolio Strategies
New York
$18.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$17.9M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$7.85M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$47.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
76
LGT Financial Advisors
Texas
$706K 16,500 +16,500 New
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$658K 15,418 +15,418 New
SPA
78
Sentinel Pension Advisors
Massachusetts
$655K 15,314 – –
TCM
79
Traynor Capital Management
Pennsylvania
$634K 14,813 -59,440 -80%
AWM
80
Avaii Wealth Management
Wisconsin
$625K 14,603 +521 +4%
TCM
81
Tandem Capital Management
New Jersey
$612K 14,310 +740 +5%
LWM
82
LJI Wealth Management
Indiana
$610K 14,270 +361 +3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$606K 14,179 +2,300 +19%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$590K 13,803 +9,057 +191%
IAG
85
Investment Advisory Group
Massachusetts
$552K 12,896 +1,940 +18%
Stifel Financial
86
Stifel Financial
Missouri
$543K 12,702 +3,618 +40%
AFG
87
Atomi Financial Group
New York
$528K 12,353 +641 +5%
LPL Financial
88
LPL Financial
California
$513K 12,001 +5,356 +81%
BCI
89
Brinker Capital Investments
Pennsylvania
$506K 11,829 +1,338 +13%
OPS
90
Orion Portfolio Solutions
Nebraska
$506K 11,829 +1,338 +13%
FFA
91
Florida Financial Advisors
Florida
$489K 11,426 +1,140 +11%
WWM
92
Western Wealth Management
Colorado
$475K 11,097 +11,097 New
LWM
93
Liberty Wealth Management
California
$467K 10,910 +2,818 +35%
1CP
94
17 Capital Partners
Arizona
$432K 10,107 +2,295 +29%
VT
95
Vise Technologies
New York
$431K 10,069 -1,602 -14%
SAM
96
Sequent Asset Management
Texas
$421K 9,844 +6,447 +190%
BAMG
97
Brand Asset Management Group
Missouri
$407K 9,516 +3,430 +56%
KOMWMG
98
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$374K 8,751 -1,681 -16%
WE
99
Wealth Effects
Massachusetts
$372K 8,700 – –
GS
100
GTS Securities
New York
$333K 7,793 +345 +5%
2 3
4
5 6