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
YWS
76
Yarger Wealth Strategies
Ohio
$735K +$41 +1 +0%
LFA
77
LGT Financial Advisors
Texas
$706K +$683K +16,500 New
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$658K +$638K +15,418 New
SPA
79
Sentinel Pension Advisors
Massachusetts
$655K
TCM
80
Traynor Capital Management
Pennsylvania
$634K -$2.46M -59,440 -80%
AWM
81
Avaii Wealth Management
Wisconsin
$625K +$21.6K +521 +4%
TCM
82
Tandem Capital Management
New Jersey
$612K +$30.6K +740 +5%
LWM
83
LJI Wealth Management
Indiana
$610K +$14.9K +361 +3%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$606K +$95.2K +2,300 +19%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$590K +$375K +9,057 +191%
IAG
86
Investment Advisory Group
Massachusetts
$552K +$80.3K +1,940 +18%
Stifel Financial
87
Stifel Financial
Missouri
$543K +$150K +3,618 +40%
AFG
88
Atomi Financial Group
New York
$528K +$26.5K +641 +5%
LPL Financial
89
LPL Financial
California
$513K +$222K +5,356 +81%
BCI
90
Brinker Capital Investments
Pennsylvania
$506K +$55.4K +1,338 +13%
OPS
91
Orion Portfolio Solutions
Nebraska
$506K +$55.4K +1,338 +13%
FFA
92
Florida Financial Advisors
Florida
$489K +$47.2K +1,140 +11%
WWM
93
Western Wealth Management
Colorado
$475K +$459K +11,097 New
LWM
94
Liberty Wealth Management
California
$467K +$117K +2,818 +35%
1CP
95
17 Capital Partners
Arizona
$432K +$94.9K +2,295 +29%
VT
96
Vise Technologies
New York
$431K -$66.3K -1,602 -14%
SAM
97
Sequent Asset Management
Texas
$421K +$267K +6,447 +190%
BAMG
98
Brand Asset Management Group
Missouri
$407K +$142K +3,430 +56%
KOMWMG
99
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$374K -$69.5K -1,681 -16%
WE
100
Wealth Effects
Massachusetts
$372K