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Fidelity Blue Chip Growth ETF

71 hedge funds and large institutions have $249M invested in Fidelity Blue Chip Growth ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more funds holding

Funds holding: 5871 (+13)

14% more capital invested

Capital invested by funds: $217M → $249M (+$31.5M)

1.12% less ownership

Funds ownership: 33.64%32.52% (-1.1%)

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
35
Reduced
11
Closed
2
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
$58.2M -$1.72M -57,089 -3%
GIA
2
Goodwin Investment Advisory
Georgia
$52.7M +$551K +18,281 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.9M +$47.7K +1,583 +0.3%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$14.8M +$2.46M +81,547 +19%
KAS
5
Kestra Advisory Services
Texas
$11.6M +$490K +16,262 +4%
P
6
&Partners
Tennessee
$9.45M -$637K -21,166 -6%
MCM
7
MV Capital Management
Maryland
$8.31M +$264K +8,750 +3%
Bank of America
8
Bank of America
North Carolina
$8.08M +$7.5M +249,036 +826%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$5.59M +$5.82M +193,171 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.46M -$508K -16,864 -8%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.42M +$1.51M +49,998 +36%
KWM
12
KFG Wealth Management
Indiana
$4.86M +$5.06M +167,967 New
CTC
13
Central Trust Company
Missouri
$3.84M -$42.2K -1,400 -1%
UBS Group
14
UBS Group
Switzerland
$2.85M +$779K +25,882 +36%
CCA
15
Childress Capital Advisors
Texas
$2.71M +$2.22M +73,849 +377%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.59M +$2.7M +89,521 New
CAN
17
Cetera Advisor Networks
California
$2.57M +$366K +12,160 +16%
Jane Street
18
Jane Street
New York
$2.13M +$2.21M +73,471 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.95M +$46.9K +1,557 +2%
PSCM
20
Per Stirling Capital Management
Texas
$1.8M +$197K +6,549 +12%
AWS
21
Atria Wealth Solutions
New York
$1.75M +$143K +4,757 +9%
AAS
22
Avantax Advisory Services
Texas
$1.67M +$1.3M +43,129 +295%
MWM
23
Meridian Wealth Management
Kentucky
$1.62M +$843K +28,000 +100%
CWC
24
Carolinas Wealth Consulting
North Carolina
$1.57M +$65.3K +2,169 +4%
BRWA
25
B. Riley Wealth Advisors
Florida
$1.34M +$64.7K +2,150 +5%