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Fidelity Blue Chip Growth ETF

89 hedge funds and large institutions have $361M invested in Fidelity Blue Chip Growth ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

45% more capital invested

Capital invested by funds: $249M → $361M (+$112M)

25% more funds holding

Funds holding: 7189 (+18)

2.99% more ownership

Funds ownership: 32.52%35.51% (+3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+18
Holders Change %
+25.35%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
39
Reduced
18
Closed
5
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
$65.3M -$1.57M -51,024 -3%
GIA
2
Goodwin Investment Advisory
Georgia
$59.4M -$1.12M -36,437 -2%
MML Investors Services
3
MML Investors Services
Massachusetts
$33.4M +$30.3M +983,793 +4,891%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$30.5M +$10.2M +332,429 +57%
Bank of America
5
Bank of America
North Carolina
$18.8M +$8.76M +284,696 +102%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$16.9M -$200K -6,495 -1%
KAS
7
Kestra Advisory Services
Texas
$15.9M +$2.44M +79,212 +20%
P
8
&Partners
Tennessee
$10.2M -$611K -19,869 -6%
MCM
9
MV Capital Management
Maryland
$9.77M +$196K +6,364 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$9.06M +$2.56M +83,339 +44%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.42M +$164K +5,318 +3%
UBS Group
12
UBS Group
Switzerland
$6.09M +$2.59M +84,218 +85%
CCA
13
Childress Capital Advisors
Texas
$5.68M +$2.37M +76,932 +82%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.62M +$5.12M +166,436 +7,023%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.1M +$4.22M +137,061 +855%
KPWS
16
Kestra Private Wealth Services
Texas
$5.04M +$3.66M +119,040 +367%
CTC
17
Central Trust Company
Missouri
$4.07M -$323K -10,485 -8%
AAS
18
Avantax Advisory Services
Texas
$3.66M +$1.61M +52,182 +90%
GW
19
GW & Wade
Massachusetts
$3.41M +$3.15M +102,249 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.2M -$2.98M -96,966 -50%
CAN
21
Cetera Advisor Networks
California
$3M +$35.9K +1,168 +1%
TCM
22
Traynor Capital Management
Pennsylvania
$2.72M +$2.52M +81,765 New
PSCM
23
Per Stirling Capital Management
Texas
$2.57M +$460K +14,948 +24%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.5M +$241K +7,825 +12%
AWS
25
Atria Wealth Solutions
New York
$2.2M +$176K +5,727 +10%