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FBCV

Fidelity Blue Chip Value ETF

Delisted

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

16 hedge funds and large institutions have $20.7M invested in Fidelity Blue Chip Value ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% more ownership

Funds ownership: 16.59%17.47% (+0.88%)

1% less capital invested

Capital invested by funds: $21M → $20.7M (-$297K)

11% less funds holding

Funds holding: 1816 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
10
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
$7.99M -$611K -21,619 -7%
AWS
2
Atria Wealth Solutions
New York
$5.67M +$150K +5,320 +3%
P
3
&Partners
Tennessee
$2.73M -$65.8K -2,330 -2%
Citadel Advisors
4
Citadel Advisors
Florida
$743K +$763K +27,007 New
KPWS
5
Kestra Private Wealth Services
Texas
$686K -$167K -5,899 -19%
GS
6
GTS Securities
New York
$645K -$64.1K -2,268 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$488K -$68.7K -2,432 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$488K -$5.71K -202 -1%
Truist Financial
9
Truist Financial
North Carolina
$471K -$9.69K -343 -2%
SPC
10
Sigma Planning Corp
Michigan
$209K -$85 -3 -0%
BCI
11
Brinker Capital Investments
Pennsylvania
$205K +$211K +7,468 New
OPS
12
Orion Portfolio Solutions
Nebraska
$205K +$211K +7,468 New
SS
13
Sunbelt Securities
Texas
$132K +$283 +10 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$4.95K -$424 -15 -8%
GEA
15
Glen Eagle Advisors
New Jersey
$2.97K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$28 -$28 -1 -50%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
-$277K -9,929 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
-$35.4K -1,279 Closed
UBS Group
19
UBS Group
Switzerland
-$17.1K -612 Closed
GWSG
20
GPS Wealth Strategies Group
Colorado
-$15.7K -562 Closed
MWM
21
Mascoma Wealth Management
New Hampshire
-$716 -25 Closed

FBCV Hedge Fund Activity: Q3 2023 in Review

16 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q3 2023, worth a combined $20.7M — down 1.4% from $21M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FBCV and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 2 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $763K. The largest seller was Commonwealth Equity Services, cutting an estimated $611K.

  • 16 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q3 2023, down from 18 in Q2 2023.
  • Funds reported $20.7M of Fidelity Blue Chip Value ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
  • 3 funds opened new Fidelity Blue Chip Value ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q3 2023 was Citadel Advisors, an estimated $763K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $611K sold.

Based on aggregated 13F filings for Q3 2023.