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Fidelity Blue Chip Growth ETF
FBCG

Overview Fund Activity

180 hedge funds and large institutions have $2.86B invested in Fidelity Blue Chip Growth ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
2.4%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.19%
New
57
Increased
86
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$909M
2
DWM
2
Dynasty Wealth Management
Florida
$258M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$245M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$386M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$21.9M

Top Sellers

1
DIM
1
Delta Investment Management
California
$0
2
GIA
2
Goodwin Investment Advisory
Georgia
$77.7M
3
MCM
3
MV Capital Management
Maryland
$10.9M
4
WA
4
Win Advisors
Florida
$10.8M
5
IA
5
IFP Advisors
Florida
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$909M 19,649,547 +19,627,616 +89,497%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$386M 8,335,146 +5,278,130 +173%
DWM
3
Dynasty Wealth Management
Florida
$258M 5,580,016 +5,580,016 New
SWP
4
Sagespring Wealth Partners
Tennessee
$245M 5,304,068 +5,304,068 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$103M 2,233,085 +362,051 +19%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$91M 1,967,967 +95,106 +5%
GIA
7
Goodwin Investment Advisory
Georgia
$77.7M 1,681,966 -89,227 -5%
MML Investors Services
8
MML Investors Services
Massachusetts
$51.6M 1,116,020 +2,435 +0.2%
Bank of America
9
Bank of America
North Carolina
$49.4M 1,068,213 +143,101 +15%
UBS Group
10
UBS Group
Switzerland
$41M 885,461 +346,109 +64%
KPWG
11
KFA Private Wealth Group
Virginia
$39.3M 850,263 +110,253 +15%
Morgan Stanley
12
Morgan Stanley
New York
$36.6M 790,696 +332,892 +73%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$24.7M 533,784 +115,230 +28%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$21.9M 472,479 +472,479 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$21.5M 463,859 +120,851 +35%
SFG
16
Sowa Financial Group
Rhode Island
$20.8M 448,604 +102,517 +30%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$20.7M 447,065 +55,075 +14%
Wells Fargo
18
Wells Fargo
California
$20.5M 443,402 +135,770 +44%
PS
19
Portfolio Strategies
New York
$20.5M 443,116 +10,695 +2%
Two Sigma Investments
20
Two Sigma Investments
New York
$20.2M 436,600 +187,600 +75%
AIS
21
Accredited Investor Services
Minnesota
$19.7M 426,261 +426,261 New
CWA
22
Centerline Wealth Advisors
Kentucky
$18.3M 396,087 +396,087 New
AIA
23
AssuredPartners Investment Advisors
Florida
$18.3M 396,060 +396,060 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$16.6M 358,104 +82,075 +30%
KPWS
25
Kestra Private Wealth Services
Texas
$14.8M 319,467 +31,873 +11%
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