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Fidelity Blue Chip Growth ETF

44 hedge funds and large institutions have $44.5M invested in Fidelity Blue Chip Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $37.9M → $44.5M (+$6.54M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1.53% more ownership

Funds ownership: 12.41%13.94% (+1.5%)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$7.72M +$616K +25,688 +8%
5L
2
55I LLC
Massachusetts
$5.26M +$268K +11,187 +5%
MCM
3
MV Capital Management
Maryland
$5.06M +$6.79K +283 +0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.15M +$1.4M +58,545 +43%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.19M +$3.57M +148,956 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.86M +$27.9K +1,162 +0.9%
CCA
7
Childress Capital Advisors
Texas
$2.48M +$2.77M +115,540 New
CTC
8
Central Trust Company
Missouri
$2.18M -$566K -23,599 -19%
APA
9
American Portfolios Advisors
New York
$1.74M +$312K +13,010 +19%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.25M -$255K -10,648 -15%
CAN
11
Cetera Advisor Networks
California
$969K -$22.5K -939 -2%
P
12
&Partners
Tennessee
$800K +$702K +29,290 +366%
AHC
13
Adell Harriman & Carpenter
Texas
$727K +$812K +33,871 New
MWM
14
Meridian Wealth Management
Kentucky
$601K
CWC
15
Carolinas Wealth Consulting
North Carolina
$566K +$616K +25,686 +3,608%
MML Investors Services
16
MML Investors Services
Massachusetts
$564K -$145K -6,058 -19%
IA
17
IFP Advisors
Florida
$507K
MF
18
Meridian Financial
Massachusetts
$443K -$95.3K -3,975 -16%
KPWS
19
Kestra Private Wealth Services
Texas
$434K +$54.4K +2,270 +13%
LNC
20
Lincoln National Corp
Pennsylvania
$328K -$77.7K -3,242 -17%
JWCA
21
J.W. Cole Advisors
Florida
$295K +$38.4K +1,600 +13%
Citadel Advisors
22
Citadel Advisors
Florida
$254K +$284K +11,836 New
CFS
23
CRA Financial Services
New Jersey
$252K +$3.84K +160 +1%
Creative Planning
24
Creative Planning
Kansas
$252K +$255K +10,632 +967%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$244K -$163K -6,801 -37%