Fidelity Blue Chip Growth ETF
FBCG
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.
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: 2 → 3 (+1)
22% more funds holding
Funds holding: 58 → 71 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.82M |
| 3 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$5.06M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.7M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.72M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$690K |
| 3 |
P
&Partners
Nashville,
Tennessee
|
-$637K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$508K |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$262K |
FBCG Hedge Fund Activity: Q3 2023 in Review
71 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Growth ETF (FBCG) for Q3 2023, worth a combined $249M — up 14% from $217M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FBCG positions and 2 closed out — a net gain of 13 holders — while 35 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $7.5M. The largest seller was JP Morgan Chase, cutting an estimated $1.72M.
- 71 institutional investors held Fidelity Blue Chip Growth ETF (FBCG) as of Q3 2023, up from 58 in Q2 2023.
- Funds reported $249M of Fidelity Blue Chip Growth ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 15 funds opened new Fidelity Blue Chip Growth ETF positions in Q3 2023 and 2 closed out, a net change of +13 holders.
- The largest Fidelity Blue Chip Growth ETF buyer in Q3 2023 was Bank of America, an estimated $7.5M added.
- The largest Fidelity Blue Chip Growth ETF seller in Q3 2023 was JP Morgan Chase, an estimated $1.72M sold.
Based on aggregated 13F filings for Q3 2023.