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Fidelity Blue Chip Growth ETF

44 hedge funds and large institutions have $37.9M invested in Fidelity Blue Chip Growth ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1.21% less ownership

Funds ownership: 13.62%12.41% (-1.2%)

6% less funds holding

Funds holding: 4744 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

42% less capital invested

Capital invested by funds: $65.9M → $37.9M (-$28M)

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$7.26M +$704K +28,130 +9%
MCM
2
MV Capital Management
Maryland
$5.12M -$1.55M -61,829 -21%
5L
3
55I LLC
Massachusetts
$5.08M +$5.86M +234,005 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.93M +$878K +35,078 +35%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.87M +$528K +21,113 +19%
CTC
6
Central Trust Company
Missouri
$2.72M -$1.7M -67,880 -35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.5M +$1.73M +69,167 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.5M +$90.6K +3,619 +6%
APA
9
American Portfolios Advisors
New York
$1.48M +$273K +10,919 +19%
CAN
10
Cetera Advisor Networks
California
$1M +$86.9K +3,471 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$702K +$227K +9,070 +39%
MWM
12
Meridian Wealth Management
Kentucky
$608K +$701K +28,000 New
Jane Street
13
Jane Street
New York
$559K +$6.46K +258 +1%
MF
14
Meridian Financial
Massachusetts
$535K -$94.5K -3,775 -13%
IA
15
IFP Advisors
Florida
$507K
Morgan Stanley
16
Morgan Stanley
New York
$482K +$23.5K +940 +4%
LNC
17
Lincoln National Corp
Pennsylvania
$403K -$130K -5,204 -22%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$394K +$203K +8,129 +81%
KPWS
19
Kestra Private Wealth Services
Texas
$390K +$27.5K +1,100 +7%
JWCA
20
J.W. Cole Advisors
Florida
$264K +$304K +12,164 New
CFS
21
CRA Financial Services
New Jersey
$251K +$289K +11,565 New
P
22
&Partners
Tennessee
$232K +$200K +7,997 New
YWS
23
Yarger Wealth Strategies
Ohio
$221K +$8.38K +335 +4%
VC
24
Vestor Capital
Illinois
$209K
MWM
25
Mission Wealth Management
California
$202K -$233K -9,300 -50%