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Fidelity Blue Chip Growth ETF

58 hedge funds and large institutions have $217M invested in Fidelity Blue Chip Growth ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

85% more capital invested

Capital invested by funds: $118M → $217M (+$99.7M)

7.75% more ownership

Funds ownership: 25.89%33.64% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 5958 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$61.5M +$48.1M +1,790,194 +645%
GIA
2
Goodwin Investment Advisory
Georgia
$53.6M -$7.09M -264,136 -13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.3M +$4.58M +170,658 +41%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$12.8M +$11.3M +422,368 +4,950%
KAS
5
Kestra Advisory Services
Texas
$11.4M -$586K -21,831 -5%
P
6
&Partners
Tennessee
$10.2M -$171K -6,387 -2%
MCM
7
MV Capital Management
Maryland
$8.27M +$711K +26,471 +11%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.11M +$2.03M +75,645 +58%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.08M +$21.2K +789 +0.6%
CTC
10
Central Trust Company
Missouri
$3.99M +$2.04M +76,146 +131%
CAN
11
Cetera Advisor Networks
California
$2.28M +$21.3K +793 +1%
UBS Group
12
UBS Group
Switzerland
$2.16M +$666K +24,810 +52%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.95M +$1.76M +65,681 New
PSCM
14
Per Stirling Capital Management
Texas
$1.65M +$1.49M +55,573 New
AWS
15
Atria Wealth Solutions
New York
$1.65M +$7.62K +284 +0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.65M -$438K -16,305 -23%
CWC
17
Carolinas Wealth Consulting
North Carolina
$1.59M +$111K +4,142 +8%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.31M +$1.18M +44,010 New
AHC
19
Adell Harriman & Carpenter
Texas
$963K -$45.3K -1,689 -5%
Bank of America
20
Bank of America
North Carolina
$897K +$385K +14,358 +91%
MWM
21
Meridian Wealth Management
Kentucky
$833K
FHC
22
First Heartland Consultants
Missouri
$823K +$202K +7,516 +37%
KPWS
23
Kestra Private Wealth Services
Texas
$815K +$181K +6,757 +33%
MML Investors Services
24
MML Investors Services
Massachusetts
$722K +$29.6K +1,103 +5%
LNC
25
Lincoln National Corp
Pennsylvania
$710K -$3.54M -131,903 -85%