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Fidelity Blue Chip Growth ETF

181 hedge funds and large institutions have $2.86B invested in Fidelity Blue Chip Growth ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 8

295% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 22

214% more capital invested

Capital invested by funds: $912M → $2.86B (+$1.95B)

180% more funds holding in top 10

Funds holding in top 10: 514 (+9)

56.68% more ownership

Funds ownership: 42.46%99.14% (+57%)

34% more funds holding

Funds holding: 135181 (+46)

Holders
181
Holders Change
+46
Holders Change %
+34.07%
% of All Funds
2.38%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.18%
New
57
Increased
87
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWS
101
Yarger Wealth Strategies
Ohio
$796K +$861 +19 +0.1%
TCM
102
Tandem Capital Management
New Jersey
$758K +$94.5K +2,085 +15%
HPC
103
Hobart Private Capital
North Carolina
$739K +$380K +8,385 +111%
LPL Financial
104
LPL Financial
California
$731K +$172K +3,803 +32%
SPA
105
Sentinel Pension Advisors
Massachusetts
$709K +$227 +5 +0%
Stifel Financial
106
Stifel Financial
Missouri
$698K +$108K +2,381 +19%
AWM
107
Avaii Wealth Management
Wisconsin
$676K +$771 +17 +0.1%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$654K -$58.9K -1,300 -8%
BCI
109
Brinker Capital Investments
Pennsylvania
$648K +$98.4K +2,171 +18%
OPS
110
Orion Portfolio Solutions
Nebraska
$648K +$98.4K +2,171 +18%
FFA
111
Florida Financial Advisors
Florida
$624K +$93.6K +2,066 +18%
FTS
112
Fifth Third Securities
Ohio
$613K +$330K +7,274 +122%
TCM
113
Traynor Capital Management
Pennsylvania
$611K -$72.4K -1,597 -11%
PW
114
PUREfi Wealth
Massachusetts
$579K +$567K +12,512 New
AFG
115
Atomi Financial Group
New York
$566K -$5.03K -111 -0.9%
Goldman Sachs
116
Goldman Sachs
New York
$561K +$550K +12,128 New
IAIM
117
International Assets Investment Management
Florida
$560K +$545K +12,022 New
1CP
118
17 Capital Partners
Arizona
$510K +$41.4K +913 +9%
LWM
119
Liberty Wealth Management
California
$505K +$725 +16 +0.1%
SAM
120
Sequent Asset Management
Texas
$496K +$40.3K +888 +9%
SLWA
121
San Luis Wealth Advisors
California
$464K +$455K +10,030 New
LWM
122
LJI Wealth Management
Indiana
$444K -$212K -4,674 -33%
JIC
123
Johnson Investment Counsel
Ohio
$419K +$411K +9,058 New
WE
124
Wealth Effects
Massachusetts
$417K +$14.1K +311 +4%
KOMWMG
125
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$413K +$7.52K +166 +2%