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Fidelity Blue Chip Growth ETF

135 hedge funds and large institutions have $912M invested in Fidelity Blue Chip Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $755M → $912M (+$158M)

2.57% more ownership

Funds ownership: 39.89%42.46% (+2.6%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

1% less funds holding

Funds holding: 137135 (-2)

Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
73
Reduced
27
Closed
21
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
$131M +$12.9M +311,037 +11%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$80.1M +$49.1M +1,187,944 +173%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$80M +$25.7M +621,992 +50%
GIA
4
Goodwin Investment Advisory
Georgia
$75.8M +$1.46M +35,181 +2%
MML Investors Services
5
MML Investors Services
Massachusetts
$47.6M -$10.4M -250,862 -18%
Bank of America
6
Bank of America
North Carolina
$39.6M -$11.3M -273,104 -23%
KPWG
7
KFA Private Wealth Group
Virginia
$31.7M +$12.2M +296,050 +67%
KIG
8
Kowal Investment Group
Wisconsin
$27.2M -$969K -23,420 -4%
UBS Group
9
UBS Group
Switzerland
$23.1M +$1.87M +45,140 +9%
Morgan Stanley
10
Morgan Stanley
New York
$19.6M +$18.8M +453,226 +9,900%
PS
11
Portfolio Strategies
New York
$18.5M +$17.9M +432,421 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$17.9M +$13.1M +316,727 +311%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16.8M -$9.57M -231,196 -37%
SFG
14
Sowa Financial Group
Rhode Island
$14.8M +$2.75M +66,365 +24%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$14.7M +$5.18M +125,132 +57%
Wells Fargo
16
Wells Fargo
California
$13.2M +$4.31M +104,213 +51%
DIM
17
Delta Investment Management
California
$12.5M +$12.1M +291,389 New
KPWS
18
Kestra Private Wealth Services
Texas
$12.3M -$2.67M -64,461 -18%
MCM
19
MV Capital Management
Maryland
$12.1M -$680K -16,428 -5%
P
20
&Partners
Tennessee
$12.1M -$559K -13,505 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$11.8M -$3.21M -77,601 -22%
WA
22
Win Advisors
Florida
$11.7M +$9.2M +222,435 +437%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$11.6M +$2.95M +71,189 +35%
Two Sigma Investments
24
Two Sigma Investments
New York
$10.6M +$10.3M +249,000 New
AAS
25
Avantax Advisory Services
Texas
$8.48M +$958K +23,148 +13%