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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
GS
101
GTS Securities
New York
$333K +$14.3K +345 +5%
MWM
102
Mission Wealth Management
California
$331K +$320K +7,744 New
HPC
103
Hobart Private Capital
North Carolina
$324K +$314K +7,586 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$320K -$749K -18,093 -71%
Truist Financial
105
Truist Financial
North Carolina
$307K -$139K -3,368 -32%
HIA
106
Harbor Investment Advisory
Maryland
$302K
RJA
107
Raymond James & Associates
Florida
$299K -$304K -7,342 -51%
GWM
108
GDS Wealth Management
Texas
$294K
PCP
109
Proficio Capital Partners
Massachusetts
$282K
SCA
110
Snowden Capital Advisors
New York
$268K
FTS
111
Fifth Third Securities
Ohio
$255K +$48.9K +1,181 +25%
Mariner
112
Mariner
Kansas
$230K -$7.37M -178,220 -97%
MAM
113
MWA Asset Management
Massachusetts
$224K -$6.21K -150 -3%
Comerica Bank
114
Comerica Bank
Texas
$213K +$206K +4,972 New
VC
115
Vestor Capital
Illinois
$157K -$10K -242 -6%
AWM
116
Avior Wealth Management
Nebraska
$150K
PS
117
Principal Securities
Iowa
$97.7K -$3.43K -83 -4%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$79.9K +$77.6K +1,875 New
AAG
119
Armstrong Advisory Group
Massachusetts
$70.4K +$68.1K +1,646 New
PFA
120
Pathway Financial Advisers
Indiana
$40.2K +$32.7K +790 +530%
LFG
121
Larson Financial Group
Missouri
$29.9K
PA
122
Parallel Advisors
California
$21K +$15.3K +369 +300%
BCWM
123
Bartlett & Co Wealth Management
Ohio
$21K
MSFP
124
Mark Sheptoff Financial Planning
Connecticut
$19K -$55.6K -1,343 -75%
WT
125
Washington Trust
Rhode Island
$17.1K