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Fidelity Blue Chip Growth ETF

36 hedge funds and large institutions have $29.5M invested in Fidelity Blue Chip Growth ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

33% more funds holding

Funds holding: 2736 (+9)

11% more capital invested

Capital invested by funds: $26.5M → $29.5M (+$3.04M)

0.91% less ownership

Funds ownership: 9.13%8.22% (-0.91%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
+9
Holders Change %
+33.33%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
11
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
MV Capital Management
Maryland
$10.1M +$498K +16,241 +6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.07M +$2.89M +94,219 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.95M +$690K +22,499 +60%
PFS
4
Prospera Financial Services
Texas
$1.71M -$21.5K -700 -1%
WAM
5
WNY Asset Management
New York
$1.62M +$19.2K +626 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.49M +$202K +6,592 +17%
CAN
7
Cetera Advisor Networks
California
$1.15M +$150K +4,897 +16%
SCM
8
Southport Capital Management
Tennessee
$912K
KAS
9
Kestra Advisory Services
Texas
$808K +$761K +24,811 New
Morgan Stanley
10
Morgan Stanley
New York
$681K
Jane Street
11
Jane Street
New York
$672K +$632K +20,612 New
EFS
12
Essex Financial Services
Connecticut
$641K
AI
13
AXS Investments
New York
$586K +$552K +18,000 New
CTC
14
Central Trust Company
Missouri
$552K +$520K +16,951 New
AHC
15
Adell Harriman & Carpenter
Texas
$490K +$39.4K +1,285 +9%
KPWS
16
Kestra Private Wealth Services
Texas
$430K +$6.59K +215 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$423K +$398K +12,971 New
SPC
18
Sigma Planning Corp
Michigan
$395K +$371K +12,110 New
MWM
19
Minot Wealth Management
Massachusetts
$361K +$337K +11,000 New
VC
20
Vestor Capital
Illinois
$325K +$3.06K +100 +1%
ASN
21
Advisory Services Network
Georgia
$324K
AWE
22
Avidian Wealth Enterprises
Texas
$254K
IAIM
23
International Assets Investment Management
Florida
$235K +$3.06K +100 +3%
Bank of America
24
Bank of America
North Carolina
$76K +$71.2K +2,324 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$56K -$310K -10,125 -86%