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Fidelity Blue Chip Value ETF
FBCV

27 hedge funds and large institutions have $24.9M invested in Fidelity Blue Chip Value ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

35% more funds holding

Funds holding: 20 → 27 (+7)

17% more capital invested

Capital invested by funds: $21.3M → $24.9M (+$3.62M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

2.04% more ownership

Funds ownership: 17.67% → 19.72% (+2%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$628K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$527K
3
PAG
Private Advisor Group
New Jersey
+$517K
4
BCI
Brinker Capital Investments
Pennsylvania
+$266K
5
OPS
Orion Portfolio Solutions
Nebraska
+$266K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$573K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$249K
3
KPWS
Kestra Private Wealth Services
Texas
-$86.9K
4
Truist Financial
Truist Financial
North Carolina
-$42.4K
5
ASN
Advisory Services Network
Georgia
-$24.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$2.5K +$2.37K +80 New
UBS Group
27
UBS Group
Switzerland
$874 +$830 +28 New
ASN
28
Advisory Services Network
Georgia
– -$24.6K -841 Closed
Fidelity Investments
29
Fidelity Investments
Massachusetts
– -$58 -2 Closed
HI
30
Harbour Investments
Wisconsin
– -$58 -2 Closed
1
2

FBCV Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q1 2024, worth a combined $24.9M — up 17% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FBCV positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $628K. The largest seller was Susquehanna International Group, cutting an estimated $573K.

  • 27 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q1 2024, up from 20 in Q4 2023.
  • Funds reported $24.9M of Fidelity Blue Chip Value ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 10 funds opened new Fidelity Blue Chip Value ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q1 2024 was Citadel Advisors, an estimated $628K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q1 2024 was Susquehanna International Group, an estimated $573K sold.

Based on aggregated 13F filings for Q1 2024.