We are live on ! Find out more
FBCG icon

Fidelity Blue Chip Growth ETF

38 hedge funds and large institutions have $59.6M invested in Fidelity Blue Chip Growth ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

102% more capital invested

Capital invested by funds: $29.5M → $59.6M (+$30.1M)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 3638 (+2)

5.11% more ownership

Funds ownership: 8.22%13.33% (+5.1%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$18M +$18.5M +554,995 New
MCM
2
MV Capital Management
Maryland
$10.8M +$730K +21,939 +7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.83M +$1.81M +54,374 +58%
CCA
4
Childress Capital Advisors
Texas
$4.66M +$4.78M +143,527 New
SFS
5
Sowell Financial Services
Arkansas
$2.43M +$2.49M +74,667 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.21M +$268K +8,038 +13%
CTC
7
Central Trust Company
Missouri
$1.76M +$1.24M +37,271 +220%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.71M +$232K +6,984 +15%
WAM
9
WNY Asset Management
New York
$1.65M +$25.9K +779 +2%
CAN
10
Cetera Advisor Networks
California
$1.21M +$60.7K +1,823 +5%
EFS
11
Essex Financial Services
Connecticut
$1.14M +$442K +13,275 +61%
SCM
12
Southport Capital Management
Tennessee
$910K
LNC
13
Lincoln National Corp
Pennsylvania
$853K +$874K +26,250 New
Morgan Stanley
14
Morgan Stanley
New York
$690K +$11.2K +337 +2%
PFS
15
Prospera Financial Services
Texas
$658K -$1.07M -32,160 -61%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$642K +$658K +19,768 New
IA
17
IFP Advisors
Florida
$565K +$577K +17,327 New
SPC
18
Sigma Planning Corp
Michigan
$556K +$166K +4,992 +41%
SWM
19
Spire Wealth Management
Virginia
$528K +$541K +16,252 New
AHC
20
Adell Harriman & Carpenter
Texas
$502K +$14.1K +425 +3%
KPWS
21
Kestra Private Wealth Services
Texas
$457K +$29.1K +875 +7%
KAS
22
Kestra Advisory Services
Texas
$368K -$449K -13,489 -54%
MWM
23
Minot Wealth Management
Massachusetts
$358K
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$337K +$311K +9,350 +926%
ASN
25
Advisory Services Network
Georgia
$324K