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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
GWM
101
GDS Wealth Management
Texas
$292K +$272K +6,879 New
LPL Financial
102
LPL Financial
California
$282K +$1.7K +43 +0.7%
PCP
103
Proficio Capital Partners
Massachusetts
$280K
SCA
104
Snowden Capital Advisors
New York
$266K
BAMG
105
Brand Asset Management Group
Missouri
$258K +$240K +6,086 New
BCA
106
Bay Colony Advisors
Massachusetts
$249K +$232K +5,865 New
MAM
107
MWA Asset Management
Massachusetts
$228K -$7.5K -190 -3%
FTS
108
Fifth Third Securities
Ohio
$203K +$189K +4,788 New
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$201K +$39.4K +998 +27%
Morgan Stanley
110
Morgan Stanley
New York
$194K +$14K +354 +8%
TSMHT
111
Thurston Springer Miller Herd & Titak
Indiana
$192K +$179K +4,533 New
VC
112
Vestor Capital
Illinois
$166K
AWM
113
Avior Wealth Management
Nebraska
$149K
SAM
114
Sequent Asset Management
Texas
$144K +$134K +3,397 New
PS
115
Principal Securities
Iowa
$100K
MSFP
116
Mark Sheptoff Financial Planning
Connecticut
$75.8K
HI
117
Harbour Investments
Wisconsin
$32.6K +$30.3K +767 New
LFG
118
Larson Financial Group
Missouri
$29.7K +$27.6K +700 New
IWP
119
IAG Wealth Partners
Wisconsin
$27.7K +$25.7K +652 New
BCWM
120
Bartlett & Co Wealth Management
Ohio
$20.8K
GRP
121
Global Retirement Partners
California
$19.4K
WT
122
Washington Trust
Rhode Island
$17K
SPIA
123
Steward Partners Investment Advisory
New York
$17K +$15.8K +400 New
GFPC
124
Global Financial Private Client
Florida
$13.8K +$790 +20 +7%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$12K