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Fidelity Blue Chip Growth ETF

47 hedge funds and large institutions have $65.9M invested in Fidelity Blue Chip Growth ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.54% less ownership

Funds ownership: 14.16%13.62% (-0.54%)

6% less capital invested

Capital invested by funds: $70.2M → $65.9M (-$4.29M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$9.26M +$5.13M +171,384 +127%
MCM
2
MV Capital Management
Maryland
$8.99M -$1.02M -34,148 -10%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.61M +$60.6K +2,023 +149%
BFA
4
Beaumont Financial Advisors
Massachusetts
$8.29M +$1.7M +56,645 +26%
CTC
5
Central Trust Company
Missouri
$5.84M +$169K +5,658 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.35M +$110K +3,676 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.01M -$1.93M -64,275 -39%
OMC
8
Old Mission Capital
Illinois
$2.1M +$2.08M +69,533 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.97M +$343K +11,462 +21%
APA
10
American Portfolios Advisors
New York
$1.73M +$508K +16,975 +42%
CAN
11
Cetera Advisor Networks
California
$1.29M +$186K +6,195 +17%
EFS
12
Essex Financial Services
Connecticut
$1.18M +$48K +1,603 +4%
MF
13
Meridian Financial
Massachusetts
$858K -$257K -8,590 -23%
SCM
14
Southport Capital Management
Tennessee
$847K
Jane Street
15
Jane Street
New York
$770K +$763K +25,463 New
LNC
16
Lincoln National Corp
Pennsylvania
$718K -$138K -4,616 -16%
MML Investors Services
17
MML Investors Services
Massachusetts
$704K +$108K +3,614 +18%
AHC
18
Adell Harriman & Carpenter
Texas
$699K +$141K +4,715 +26%
Morgan Stanley
19
Morgan Stanley
New York
$642K
Citadel Advisors
20
Citadel Advisors
Florida
$622K -$81.9K -2,735 -12%
MWM
21
Mission Wealth Management
California
$562K
KPWS
22
Kestra Private Wealth Services
Texas
$510K +$132K +4,411 +35%
IA
23
IFP Advisors
Florida
$507K +$238K +7,953 +46%
Mariner
24
Mariner
Kansas
$416K +$412K +13,743 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$401K +$76.7K +2,561 +24%