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Fidelity Blue Chip Growth ETF
FBCG

Overview Fund Activity

134 hedge funds and large institutions have $910M invested in Fidelity Blue Chip Growth ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% 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
72
Reduced
27
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$80.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$80M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.6M
4
PS
4
Portfolio Strategies
New York
$18.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$17.9M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$7.85M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$39.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$47.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M 3,057,016 +311,037 +11%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$80.1M 1,872,861 +1,187,944 +173%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$80M 1,871,034 +621,992 +50%
GIA
4
Goodwin Investment Advisory
Georgia
$75.8M 1,771,193 +35,181 +2%
MML Investors Services
5
MML Investors Services
Massachusetts
$47.6M 1,113,585 -250,862 -18%
Bank of America
6
Bank of America
North Carolina
$39.6M 925,112 -273,104 -23%
KPWG
7
KFA Private Wealth Group
Virginia
$31.7M 740,010 +296,050 +67%
KIG
8
Kowal Investment Group
Wisconsin
$27.2M 636,549 -23,420 -4%
UBS Group
9
UBS Group
Switzerland
$23.1M 539,352 +45,140 +9%
Morgan Stanley
10
Morgan Stanley
New York
$19.6M 457,804 +453,226 +9,900%
PS
11
Portfolio Strategies
New York
$18.5M 432,421 +432,421 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$17.9M 418,554 +316,727 +311%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16.8M 391,990 -231,196 -37%
SFG
14
Sowa Financial Group
Rhode Island
$14.8M 346,087 +66,365 +24%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$14.7M 343,008 +125,132 +57%
Wells Fargo
16
Wells Fargo
California
$13.2M 307,632 +104,213 +51%
DIM
17
Delta Investment Management
California
$12.5M 291,389 +291,389 New
KPWS
18
Kestra Private Wealth Services
Texas
$12.3M 287,594 -64,461 -18%
MCM
19
MV Capital Management
Maryland
$12.1M 282,581 -16,428 -5%
P
20
&Partners
Tennessee
$12.1M 282,556 -13,505 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$11.8M 276,029 -77,601 -22%
WA
22
Win Advisors
Florida
$11.7M 273,338 +222,435 +437%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$11.6M 272,335 +71,189 +35%
Two Sigma Investments
24
Two Sigma Investments
New York
$10.6M 249,000 +249,000 New
AAS
25
Avantax Advisory Services
Texas
$8.48M 198,245 +23,148 +13%
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