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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
CIAS
126
Capital Investment Advisory Services
North Carolina
$15K +$10.3K +250 +250%
GFPC
127
Global Financial Private Client
Florida
$14.8K +$827 +20 +6%
AssetMark Inc
128
AssetMark Inc
California
$13.5K +$13.1K +316 New
CFD
129
Creative Financial Designs
Indiana
$10.1K
LI
130
LRI Investments
Florida
$9.11K
SPIA
131
Steward Partners Investment Advisory
New York
$7.7K -$9.1K -220 -55%
CPBTD
132
Central Pacific Bank - Trust Division
Hawaii
$7.7K
IWP
133
IAG Wealth Partners
Wisconsin
$4.92K -$22.2K -537 -82%
FCA
134
FinTrust Capital Advisors
South Carolina
$3.56K -$1.28K -31 -27%
MFA
135
McClarren Financial Advisors
Pennsylvania
$4
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
-$14.4M -329,956 Closed
DWM
137
Dynasty Wealth Management
Florida
-$6.28M -147,925 Closed
OAS
138
Optivise Advisory Services
Tennessee
-$2.35M -55,276 Closed
Renaissance Technologies
139
Renaissance Technologies
New York
-$1.85M -43,500 Closed
MSWM
140
McGlone Suttner Wealth Management
Wisconsin
-$759K -22,779 Closed
FS
141
Ferguson Shapiro
Georgia
-$931K -21,944 Closed
FTUS
142
Flow Traders U.S.
New York
-$835K -19,675 Closed
ZIM
143
Zacks Investment Management
Illinois
-$518K -12,204 Closed
GFG
144
Goldstone Financial Group
Illinois
-$482K -11,360 Closed
RL
145
Retireful LLC
Michigan
-$446K -10,508 Closed
Citadel Advisors
146
Citadel Advisors
Florida
-$442K -10,416 Closed
AI
147
Atria Investments
North Carolina
-$436K -10,267 Closed
FEM
148
Fulcrum Equity Management
Texas
-$323K -7,603 Closed
IWM
149
Iams Wealth Management
Nebraska
-$307K -7,243 Closed
SAM
150
Synergy Asset Management
Washington
-$292K -6,880 Closed