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Fidelity Blue Chip Growth ETF

109 hedge funds and large institutions have $529M invested in Fidelity Blue Chip Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

287% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 15

46% more capital invested

Capital invested by funds: $361M → $529M (+$168M)

22% more funds holding

Funds holding: 89109 (+20)

1.63% more ownership

Funds ownership: 35.51%37.14% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
109
Holders Change
+20
Holders Change %
+22.47%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
58
Reduced
15
Closed
6
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
$78.6M +$3.05M +84,498 +4%
GIA
2
Goodwin Investment Advisory
Georgia
$70.4M +$1.74M +48,361 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$43.7M +$7.94M +220,071 +24%
MML Investors Services
4
MML Investors Services
Massachusetts
$39.5M +$871K +24,134 +2%
Bank of America
5
Bank of America
North Carolina
$37.3M +$14.6M +404,434 +72%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$22.5M +$2.89M +80,010 +16%
KAS
7
Kestra Advisory Services
Texas
$19.5M +$1.06M +29,476 +6%
WA
8
Win Advisors
Florida
$14.9M +$14M +387,946 New
KPWS
9
Kestra Private Wealth Services
Texas
$12.7M +$6.46M +179,105 +118%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.6M +$5.34M +147,901 +97%
MCM
11
MV Capital Management
Maryland
$11.5M +$175K +4,840 +2%
P
12
&Partners
Tennessee
$11.4M -$405K -11,224 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.2M +$707K +19,593 +7%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$10.2M +$9.95M +275,888 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.12M +$5.85M +162,130 +216%
UBS Group
16
UBS Group
Switzerland
$8.44M +$1.32M +36,505 +20%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.19M +$656K +18,183 +11%
PSCM
18
Per Stirling Capital Management
Texas
$6.65M +$3.45M +95,703 +124%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.75M -$1.55M -42,911 -22%
AAS
20
Avantax Advisory Services
Texas
$5M +$724K +20,066 +18%
CA
21
Cetera Advisors
Colorado
$4.89M +$3.96M +109,770 +631%
CTC
22
Central Trust Company
Missouri
$4.76M +$54.1K +1,500 +1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$4.27M +$531K +14,721 +15%
CAN
24
Cetera Advisor Networks
California
$4.21M +$703K +19,482 +22%
CCA
25
Childress Capital Advisors
Texas
$4.19M -$2.22M -61,500 -36%