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Fidelity Blue Chip Growth ETF

59 hedge funds and large institutions have $118M invested in Fidelity Blue Chip Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

18% more capital invested

Capital invested by funds: $100M → $118M (+$17.7M)

13% more funds holding

Funds holding: 5259 (+7)

0.08% more ownership

Funds ownership: 25.81%25.89% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
22
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
Goodwin Investment Advisory
Georgia
$52.6M +$1.02M +43,237 +2%
KAS
2
Kestra Advisory Services
Texas
$10.3M +$393K +16,626 +4%
P
3
&Partners
Tennessee
$9.12M +$42.3K +1,791 +0.5%
JP Morgan Chase
4
JP Morgan Chase
New York
$7.06M -$152K -6,421 -2%
MCM
5
MV Capital Management
Maryland
$6.41M +$364K +15,411 +7%
LNC
6
Lincoln National Corp
Pennsylvania
$3.97M +$3.2M +135,431 +666%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.47M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.31M -$312K -13,182 -9%
CAN
9
Cetera Advisor Networks
California
$1.93M +$343K +14,491 +24%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.83M -$191K -8,095 -10%
CTC
11
Central Trust Company
Missouri
$1.48M -$250K -10,594 -15%
AWS
12
Atria Wealth Solutions
New York
$1.41M +$198K +8,371 +18%
CWC
13
Carolinas Wealth Consulting
North Carolina
$1.25M -$332K -14,035 -22%
UBS Group
14
UBS Group
Switzerland
$1.22M +$656K +27,749 +138%
Goldman Sachs
15
Goldman Sachs
New York
$993K +$7.09K +300 +0.8%
AHC
16
Adell Harriman & Carpenter
Texas
$864K +$21.4K +903 +3%
MWM
17
Meridian Wealth Management
Kentucky
$713K
Jane Street
18
Jane Street
New York
$711K +$660K +27,926 New
MML Investors Services
19
MML Investors Services
Massachusetts
$590K +$33.3K +1,410 +6%
KPWS
20
Kestra Private Wealth Services
Texas
$525K +$72.3K +3,057 +17%
FHC
21
First Heartland Consultants
Missouri
$513K +$196K +8,277 +70%
JWCA
22
J.W. Cole Advisors
Florida
$501K +$23.6K +1,000 +5%
CCA
23
Childress Capital Advisors
Texas
$499K -$794K -33,600 -63%
MF
24
Meridian Financial
Massachusetts
$495K +$3.9K +165 +0.9%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$489K -$28.4K -1,202 -6%