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Fidelity Blue Chip Growth ETF
FBCG

24 hedge funds and large institutions have $12.8M invested in Fidelity Blue Chip Growth ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

167% more funds holding

Funds holding: 9 → 24 (+15)

162% more capital invested

Capital invested by funds: $4.88M → $12.8M (+$7.91M)

1.21% more ownership

Funds ownership: 5.58% → 6.79% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
24
Holders Change
+15
Holders Change %
+166.67%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$2.3M
2
MCM
MV Capital Management
Maryland
+$2.19M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$900K
4
SCM
Southport Capital Management
Tennessee
+$371K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$341K

Top Sellers

1
SFS
Sowell Financial Services
Arkansas
-$258K
2
Osaic Holdings
Osaic Holdings
Arizona
-$19K
3
CAN
Cetera Advisor Networks
California
-$3.84K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
MV Capital Management
Maryland
$5.68M +$2.19M +82,617 +71%
PFS
2
Prospera Financial Services
Texas
$2.48M +$2.3M +86,731 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$970K +$900K +33,978 New
CAN
4
Cetera Advisor Networks
California
$771K -$3.84K -145 -0.5%
KPWS
5
Kestra Private Wealth Services
Texas
$545K +$127K +4,786 +34%
SCM
6
Southport Capital Management
Tennessee
$400K +$371K +14,000 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$367K +$341K +12,889 New
VC
8
Vestor Capital
Illinois
$310K +$288K +10,873 New
AHC
9
Adell Harriman & Carpenter
Texas
$281K +$261K +9,850 New
EFS
10
Essex Financial Services
Connecticut
$231K +$214K +8,084 New
AWE
11
Avidian Wealth Enterprises
Texas
$223K +$207K +7,800 New
SFS
12
Sowell Financial Services
Arkansas
$197K -$258K -9,738 -59%
Morgan Stanley
13
Morgan Stanley
New York
$106K +$98K +3,700 New
ASN
14
Advisory Services Network
Georgia
$76K +$70.2K +2,650 New
UBS Group
15
UBS Group
Switzerland
$58K +$53.4K +2,018 New
BC
16
Bartlett & Co
Ohio
$23K – – –
BCWM
17
Bartlett & Co Wealth Management
Ohio
$22.8K – – –
GWM
18
Geneos Wealth Management
Colorado
$21K +$19.4K +731 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CWC
20
Carolinas Wealth Consulting
North Carolina
$12K +$10.9K +411 New
WEC
21
Winslow Evans & Crocker
Massachusetts
$6K +$5.29K +200 New
Osaic Holdings
22
Osaic Holdings
Arizona
– -$19K -775 Closed
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
– +$106 +4 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
– +$185 +7 New
MFA
25
McClarren Financial Advisors
Pennsylvania
– +$318 +12 New