We are live on ! Find out more
FBCG icon

Fidelity Blue Chip Growth ETF

137 hedge funds and large institutions have $755M invested in Fidelity Blue Chip Growth ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

132% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 25

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more capital invested

Capital invested by funds: $529M → $755M (+$226M)

26% more funds holding

Funds holding: 109137 (+28)

2.75% more ownership

Funds ownership: 37.14%39.89% (+2.8%)

Holders
137
Holders Change
+28
Holders Change %
+25.69%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
58
Reduced
25
Closed
7
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
$117M +$27.7M +701,999 +34%
GIA
2
Goodwin Investment Advisory
Georgia
$73.7M -$3.76M -95,227 -5%
MML Investors Services
3
MML Investors Services
Massachusetts
$57.9M +$13.3M +336,404 +33%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$53M +$4.45M +112,800 +10%
Bank of America
5
Bank of America
North Carolina
$50.9M +$9.08M +229,906 +24%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$29.1M +$3.91M +98,955 +17%
KIG
7
Kowal Investment Group
Wisconsin
$28M +$25.3M +641,259 +3,427%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.4M +$12.7M +322,190 +107%
KAS
9
Kestra Advisory Services
Texas
$25.6M +$4.67M +118,379 +23%
UBS Group
10
UBS Group
Switzerland
$21M +$10.9M +274,926 +125%
KPWG
11
KFA Private Wealth Group
Virginia
$18.8M +$14M +353,891 +393%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$15M +$2.45M +62,085 +21%
KPWS
13
Kestra Private Wealth Services
Texas
$14.9M +$849K +21,504 +7%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$14.4M +$2.13M +54,068 +20%
MCM
15
MV Capital Management
Maryland
$12.7M +$36.2K +917 +0.3%
P
16
&Partners
Tennessee
$12.6M +$948 +24 +0%
SFG
17
Sowa Financial Group
Rhode Island
$11.9M +$11M +279,722 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.25M +$1.22M +30,887 +17%
Wells Fargo
19
Wells Fargo
California
$8.63M +$4.75M +120,389 +145%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$8.54M -$1.42M -36,047 -15%
Mariner
21
Mariner
Kansas
$7.79M +$3.4M +86,187 +88%
AAS
22
Avantax Advisory Services
Texas
$7.43M +$1.78M +45,114 +35%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.11M +$6.32M +160,081 +2,172%
PSCM
24
Per Stirling Capital Management
Texas
$7.08M -$239K -6,048 -4%
HighTower Advisors
25
HighTower Advisors
Illinois
$6.93M +$541K +13,704 +9%