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FBCV

Fidelity Blue Chip Value ETF

Delisted

FBCV was delisted on the 29th of July, 2026.

19 hedge funds and large institutions have $11.8M invested in Fidelity Blue Chip Value ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.26% less ownership

Funds ownership: 19.76%19.5% (-0.26%)

57% less capital invested

Capital invested by funds: $27.1M → $11.8M (-$15.4M)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$4.69M +$280K +10,062 +6%
P
2
&Partners
Tennessee
$2.84M +$33.9K +1,218 +1%
KPWS
3
Kestra Private Wealth Services
Texas
$1.03M +$162K +5,810 +18%
Citadel Advisors
4
Citadel Advisors
Florida
$628K +$151K +5,416 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$489K +$1K +36 +0.2%
Truist Financial
6
Truist Financial
North Carolina
$476K +$1K +36 +0.2%
KAS
7
Kestra Advisory Services
Texas
$449K +$69.2K +2,483 +18%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$314K +$321K +11,516 New
UBS Group
9
UBS Group
Switzerland
$290K -$61.3K -2,200 -17%
SPC
10
Sigma Planning Corp
Michigan
$244K -$20.2K -724 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$236K +$228K +8,191 +1,781%
ASN
12
Advisory Services Network
Georgia
$34K -$2.45K -88 -7%
Morgan Stanley
13
Morgan Stanley
New York
$15.3K
AAS
14
Ameritas Advisory Services
Nebraska
$14.7K +$15K +540 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$14K -$1.31M -47,212 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.4K
GEA
17
Glen Eagle Advisors
New Jersey
$2.94K
CWP
18
Concord Wealth Partners
Virginia
$1.04K +$1.06K +38 New
MWM
19
Mascoma Wealth Management
New Hampshire
$698
LNC
20
Lincoln National Corp
Pennsylvania
-$379K -13,445 Closed
MCC
21
Money Concepts Capital
Florida
-$5.49K -195 Closed
BAM
22
Belpointe Asset Management
Nevada
-$366 -13 Closed

FBCV Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q1 2023, worth a combined $11.8M — down 57% from $27.1M a quarter earlier.

Fund positioning in FBCV was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $321K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.31M.

  • 19 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $11.8M of Fidelity Blue Chip Value ETF stock for Q1 2023, down 57% quarter-over-quarter.
  • 3 funds opened new Fidelity Blue Chip Value ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $321K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2023.