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Fidelity Blue Chip Growth ETF

52 hedge funds and large institutions have $100M invested in Fidelity Blue Chip Growth ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

125% more capital invested

Capital invested by funds: $44.5M → $100M (+$55.6M)

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

18% more funds holding

Funds holding: 4452 (+8)

11.87% more ownership

Funds ownership: 13.94%25.81% (+12%)

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
Goodwin Investment Advisory
Georgia
$42.6M +$44.5M +2,020,203 +116,775%
KAS
2
Kestra Advisory Services
Texas
$8.18M +$619K +28,089 +8%
P
3
&Partners
Tennessee
$7.44M +$6.96M +315,605 +846%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.94M +$2.99M +135,815 +70%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.99M +$6.26M +283,822 New
MCM
6
MV Capital Management
Maryland
$4.98M +$9.57K +434 +0.2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.02M +$217K +9,835 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.88M -$276K -12,508 -8%
SCA
9
Southern Capital Advisors
Tennessee
$2.17M +$2.27M +102,927 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.68M +$1.7M +77,090 +2,798%
CTC
11
Central Trust Company
Missouri
$1.45M -$731K -33,165 -33%
CWC
12
Carolinas Wealth Consulting
North Carolina
$1.33M +$811K +36,793 +139%
CAN
13
Cetera Advisor Networks
California
$1.3M +$359K +16,263 +36%
CCA
14
Childress Capital Advisors
Texas
$1.12M -$1.37M -62,340 -54%
AWS
15
Atria Wealth Solutions
New York
$988K +$1.03M +46,857 New
Goldman Sachs
16
Goldman Sachs
New York
$816K +$853K +38,689 New
AHC
17
Adell Harriman & Carpenter
Texas
$697K -$18.2K -827 -2%
MWM
18
Meridian Wealth Management
Kentucky
$591K
MML Investors Services
19
MML Investors Services
Massachusetts
$459K -$99.6K -4,516 -17%
MSWM
20
McGlone Suttner Wealth Management
Wisconsin
$431K +$450K +20,423 New
LNC
21
Lincoln National Corp
Pennsylvania
$429K +$111K +5,025 +33%
UBS Group
22
UBS Group
Switzerland
$424K +$441K +19,981 +14,171%
MF
23
Meridian Financial
Massachusetts
$406K -$30.3K -1,375 -7%
JWCA
24
J.W. Cole Advisors
Florida
$394K +$109K +4,925 +36%
KPWS
25
Kestra Private Wealth Services
Texas
$371K -$58.5K -2,655 -13%