Fidelity Blue Chip Value ETF
FBCV
29 hedge funds and large institutions have $24.3M invested in Fidelity Blue Chip Value ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 27 → 29 (+2)
0.91% more ownership
Funds ownership: 19.72% → 20.63% (+0.91%)
3% less capital invested
Capital invested by funds: $24.9M → $24.3M (-$636K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
+$2.64M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$888K |
| 3 |
GS
GTS Securities
New York
|
+$323K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$215K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.53M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$324K |
| 3 |
MAM
MWA Asset Management
Lexington,
Massachusetts
|
-$205K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$129K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$95.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $8.11K | +$8.18K | +270 | New |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $3.24K | – | – | – |
|
28
Morgan Stanley
New York
| $3.03K | – | – | – |
|
|
SSB
29
Sandy Spring Bank
Olney,
Maryland
| $2.4K | – | – | – |
|
|
LNC
30
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$3.53M | -113,062 | Closed |
|
|
AWS
31
Atria Wealth Solutions
New York
| – | -$324K | -10,375 | Closed |
|
|
MAM
32
MWA Asset Management
Lexington,
Massachusetts
| – | -$205K | -6,554 | Closed |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.96K | -319 | Closed |
|
FBCV Hedge Fund Activity: Q2 2024 in Review
29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q2 2024, worth a combined $24.3M — down 2.6% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FBCV positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Traynor Capital Management, opening a new position worth an estimated $2.64M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $3.53M sold.
- 29 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $24.3M of Fidelity Blue Chip Value ETF stock for Q2 2024, down 2.6% quarter-over-quarter.
- 6 funds opened new Fidelity Blue Chip Value ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
- The largest Fidelity Blue Chip Value ETF buyer in Q2 2024 was Traynor Capital Management, an estimated $2.64M added.
- The largest Fidelity Blue Chip Value ETF seller in Q2 2024 was Lincoln National Corp, an estimated $3.53M sold.
Based on aggregated 13F filings for Q2 2024.