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Fidelity Blue Chip Growth ETF

221 hedge funds and large institutions have $3.8B invested in Fidelity Blue Chip Growth ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

13% more capital invested

Capital invested by funds: $3.36B → $3.8B (+$445M)

11% more funds holding

Funds holding: 200221 (+21)

0.93% more ownership

Funds ownership: 76.66%77.59% (+0.93%)

Holders
221
Holders Change
+21
Holders Change %
+10.5%
% of All Funds
2.9%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
42
Increased
97
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.01B -$92.5M -1,815,945 -9%
JP Morgan Chase
2
JP Morgan Chase
New York
$499M +$3.51M +68,934 +0.7%
DWM
3
Dynasty Wealth Management
Florida
$376M +$76.6M +1,503,658 +27%
SWP
4
Sagespring Wealth Partners
Tennessee
$343M +$48.3M +948,594 +15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$152M -$2.71M -53,139 -2%
Bank of America
6
Bank of America
North Carolina
$83.5M +$1.63M +32,087 +2%
Morgan Stanley
7
Morgan Stanley
New York
$66.1M +$14.5M +283,861 +30%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$60.8M +$20.8M +408,222 +56%
MML Investors Services
9
MML Investors Services
Massachusetts
$60.4M -$1.66M -32,582 -3%
GIA
10
Goodwin Investment Advisory
Georgia
$51.6M +$1.21M +23,779 +3%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$50.8M +$4.83M +94,783 +11%
KPWG
12
KFA Private Wealth Group
Virginia
$47.9M +$2.29M +45,043 +5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$47.1M +$23M +451,975 +106%
UBS Group
14
UBS Group
Switzerland
$42.2M -$4.51M -88,650 -10%
OIA
15
OneDigital Investment Advisors
Kansas
$41.1M +$22.3M +437,984 +133%
PS
16
Portfolio Strategies
New York
$40.7M +$497K +9,754 +1%
Wells Fargo
17
Wells Fargo
California
$36.6M +$1.36M +26,733 +4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$35.7M +$2.17M +42,672 +7%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$31.2M +$3.63M +71,228 +14%
SFG
20
Sowa Financial Group
Rhode Island
$30.7M +$1.14M +22,361 +4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$28.3M +$21.3M +417,451 +377%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$26.9M +$2.95M +57,985 +13%
AIS
23
Accredited Investor Services
Minnesota
$23.9M +$282K +5,543 +1%
UW
24
Unique Wealth
Florida
$22.8M +$2.77M +54,338 +15%
AIA
25
AssuredPartners Investment Advisors
Florida
$22.6M +$690K +13,555 +3%