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Fidelity Blue Chip Growth ETF

47 hedge funds and large institutions have $70.2M invested in Fidelity Blue Chip Growth ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

24% more funds holding

Funds holding: 3847 (+9)

18% more capital invested

Capital invested by funds: $59.6M → $70.2M (+$10.6M)

0.83% more ownership

Funds ownership: 13.33%14.16% (+0.83%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
14
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
MV Capital Management
Maryland
$11.5M -$24.5K -707 -0.2%
BFA
2
Beaumont Financial Advisors
Massachusetts
$7.54M -$11.7M -337,376 -61%
CTC
3
Central Trust Company
Missouri
$6.5M +$4.62M +133,343 +246%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.68M +$3.32M +95,952 +141%
KAS
5
Kestra Advisory Services
Texas
$4.67M +$4.27M +123,421 +1,090%
CCA
6
Childress Capital Advisors
Texas
$4.44M -$535K -15,442 -11%
WA
7
Win Advisors
Florida
$4.37M +$4.37M +126,120 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.71M -$1.43M -41,365 -28%
SFS
9
Sowell Financial Services
Arkansas
$3.26M +$675K +19,495 +26%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.86M +$40K +1,155 +2%
APA
11
American Portfolios Advisors
New York
$1.4M +$1.23M +35,405 +718%
EFS
12
Essex Financial Services
Connecticut
$1.3M +$79.9K +2,308 +7%
MF
13
Meridian Financial
Massachusetts
$1.28M +$1.28M +36,977 New
CAN
14
Cetera Advisor Networks
California
$1.26M -$21.9K -632 -2%
LNC
15
Lincoln National Corp
Pennsylvania
$982K +$73.4K +2,119 +8%
SCM
16
Southport Capital Management
Tennessee
$970K
Citadel Advisors
17
Citadel Advisors
Florida
$807K +$807K +23,317 New
Morgan Stanley
18
Morgan Stanley
New York
$735K
MML Investors Services
19
MML Investors Services
Massachusetts
$681K +$680K +19,651 New
MWM
20
Mission Wealth Management
California
$644K +$644K +18,600 New
AHC
21
Adell Harriman & Carpenter
Texas
$637K +$102K +2,945 +19%
IA
22
IFP Advisors
Florida
$603K -$138 -4 -0%
SWM
23
Spire Wealth Management
Virginia
$572K +$9.11K +263 +2%
KPWS
24
Kestra Private Wealth Services
Texas
$431K -$56.5K -1,633 -12%
IAG
25
Investmark Advisory Group
Connecticut
$412K +$413K +11,925 New