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Fidelity Blue Chip Growth ETF

197 hedge funds and large institutions have $2.72B invested in Fidelity Blue Chip Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

9% more funds holding

Funds holding: 181197 (+16)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% less capital invested

Capital invested by funds: $2.86B → $2.72B (-$146M)

22.25% less ownership

Funds ownership: 99.14%76.89% (-22%)

Holders
197
Holders Change
+16
Holders Change %
+8.84%
% of All Funds
2.64%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
41
Increased
92
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$802M +$18.9M +417,773 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$387M +$61.1M +1,350,071 +16%
DWM
3
Dynasty Wealth Management
Florida
$267M +$49.8M +1,099,765 +20%
SWP
4
Sagespring Wealth Partners
Tennessee
$248M +$40.3M +889,959 +17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$106M +$19.4M +429,278 +19%
Bank of America
6
Bank of America
North Carolina
$55.6M +$14.6M +322,308 +30%
Creative Planning
7
Creative Planning
Kansas
$46.3M +$52.4M +1,157,513 New
MML Investors Services
8
MML Investors Services
Massachusetts
$45.3M +$835K +18,460 +2%
Morgan Stanley
9
Morgan Stanley
New York
$44.8M +$14.9M +329,206 +42%
UBS Group
10
UBS Group
Switzerland
$37.3M +$2.15M +47,545 +5%
KPWG
11
KFA Private Wealth Group
Virginia
$33.4M -$630K -13,922 -2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$28.6M +$8.21M +181,472 +34%
PS
13
Portfolio Strategies
New York
$26.9M +$10.5M +231,009 +52%
Wells Fargo
14
Wells Fargo
California
$26.1M +$9.46M +208,997 +47%
GIA
15
Goodwin Investment Advisory
Georgia
$25.6M -$47.1M -1,040,286 -62%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$23.1M +$5.89M +130,281 +29%
Jane Street
17
Jane Street
New York
$21M +$23.8M +526,249 New
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$20.9M +$2.25M +49,731 +11%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$20.5M +$2.22M +49,054 +11%
HighTower Advisors
20
HighTower Advisors
Illinois
$19.6M +$14M +308,907 +169%
SFG
21
Sowa Financial Group
Rhode Island
$19.1M +$1.29M +28,480 +6%
AIA
22
AssuredPartners Investment Advisors
Florida
$17.2M +$1.55M +34,267 +9%
AIS
23
Accredited Investor Services
Minnesota
$17.1M +$38.5K +850 +0.2%
Two Sigma Investments
24
Two Sigma Investments
New York
$17.1M -$439K -9,700 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$15.8M +$1.65M +36,508 +10%