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Fidelity Blue Chip Growth ETF
FBCG

27 hedge funds and large institutions have $26.5M invested in Fidelity Blue Chip Growth ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

107% more capital invested

Capital invested by funds: $12.8M → $26.5M (+$13.7M)

13% more funds holding

Funds holding: 24 → 27 (+3)

2.35% more ownership

Funds ownership: 6.79% → 9.13% (+2.3%)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
+$7.31M
2
MCM
MV Capital Management
Maryland
+$2.83M
3
WAM
WNY Asset Management
New York
+$1.46M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$730K
5
Morgan Stanley
Morgan Stanley
New York
+$511K

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$999K
2
KPWS
Kestra Private Wealth Services
Texas
-$179K
3
UBS Group
UBS Group
Switzerland
-$58K
4
VC
Vestor Capital
Illinois
-$29.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
MV Capital Management
Maryland
$8.6M +$2.83M +95,144 +48%
HAS
2
HBW Advisory Services
California
$7.2M +$7.31M +246,180 New
PFS
3
Prospera Financial Services
Texas
$1.55M -$999K -33,621 -39%
WAM
4
WNY Asset Management
New York
$1.43M +$1.46M +49,139 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.14M +$151K +5,098 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.09M +$730K +24,562 +191%
CAN
7
Cetera Advisor Networks
California
$888K +$100K +3,371 +12%
SCM
8
Southport Capital Management
Tennessee
$818K +$416K +14,000 +100%
EFS
9
Essex Financial Services
Connecticut
$641K +$411K +13,840 +171%
Morgan Stanley
10
Morgan Stanley
New York
$611K +$511K +17,200 +465%
AHC
11
Adell Harriman & Carpenter
Texas
$402K +$116K +3,890 +39%
KPWS
12
Kestra Private Wealth Services
Texas
$380K -$179K -6,026 -32%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$346K +$351K +11,832 New
ASN
14
Advisory Services Network
Georgia
$291K +$217K +7,308 +276%
VC
15
Vestor Capital
Illinois
$289K -$29.7K -1,000 -9%
AWE
16
Avidian Wealth Enterprises
Texas
$228K – – –
SFS
17
Sowell Financial Services
Arkansas
$224K +$17K +573 +8%
IAIM
18
International Assets Investment Management
Florida
$208K +$101K +3,406 New
APA
19
American Portfolios Advisors
New York
$30.1K +$30.6K +1,031 New
BCWM
20
Bartlett & Co Wealth Management
Ohio
$23.4K – – –
BC
21
Bartlett & Co
Ohio
$23K – – –
GWM
22
Geneos Wealth Management
Colorado
$22K – – –
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CWC
24
Carolinas Wealth Consulting
North Carolina
$13K +$624 +21 +5%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11.5K +387 +9,675%
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