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FBCV

Fidelity Blue Chip Value ETF

Delisted

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

18 hedge funds and large institutions have $21M invested in Fidelity Blue Chip Value ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $11.8M → $21M (+$9.18M)

2.9% less ownership

Funds ownership: 19.5%16.59% (-2.9%)

5% less funds holding

Funds holding: 1918 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.7M -$5.55M -201,494 -39%
AWS
2
Atria Wealth Solutions
New York
$5.6M +$787K +28,573 +17%
P
3
&Partners
Tennessee
$2.83M -$68.8K -2,497 -2%
KPWS
4
Kestra Private Wealth Services
Texas
$860K -$196K -7,109 -19%
GS
5
GTS Securities
New York
$717K +$708K +25,702 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$563K +$317K +11,515 +133%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$500K -$689 -25 -0.1%
Truist Financial
8
Truist Financial
North Carolina
$487K -$716 -26 -0.1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$277K -$43.7K -1,587 -14%
SPC
10
Sigma Planning Corp
Michigan
$212K -$36.5K -1,326 -15%
SS
11
Sunbelt Securities
Texas
$134K +$132K +4,791 New
Osaic Holdings
12
Osaic Holdings
Arizona
$35.4K +$21.8K +791 +162%
UBS Group
13
UBS Group
Switzerland
$17.1K -$277K -10,039 -94%
GWSG
14
GPS Wealth Strategies Group
Colorado
$15.7K +$15.5K +562 New
Morgan Stanley
15
Morgan Stanley
New York
$5.44K -$10.1K -365 -65%
GEA
16
Glen Eagle Advisors
New Jersey
$3.01K
MWM
17
Mascoma Wealth Management
New Hampshire
$716
Fidelity Investments
18
Fidelity Investments
Massachusetts
$56 +$55 +2 New
Citadel Advisors
19
Citadel Advisors
Florida
-$628K -23,049 Closed
KAS
20
Kestra Advisory Services
Texas
-$449K -16,479 Closed
ASN
21
Advisory Services Network
Georgia
-$34K -1,247 Closed
AAS
22
Ameritas Advisory Services
Nebraska
-$14.7K -540 Closed
CWP
23
Concord Wealth Partners
Virginia
-$1.04K -38 Closed

FBCV Hedge Fund Activity: Q2 2023 in Review

18 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q2 2023, worth a combined $21M — up 78% from $11.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FBCV and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 3 added.

The largest buyer was Atria Wealth Solutions, adding an estimated $787K. The largest seller was Commonwealth Equity Services, cutting an estimated $5.55M.

  • 18 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q2 2023, down from 19 in Q1 2023.
  • Funds reported $21M of Fidelity Blue Chip Value ETF stock for Q2 2023, up 78% quarter-over-quarter.
  • 4 funds opened new Fidelity Blue Chip Value ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
  • The largest Fidelity Blue Chip Value ETF buyer in Q2 2023 was Atria Wealth Solutions, an estimated $787K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2023.