Fidelity Blue Chip Value ETF
FBCV
29 hedge funds and large institutions have $24M invested in Fidelity Blue Chip Value ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 4 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 27 → 29 (+2)
2% more capital invested
Capital invested by funds: $23.6M → $24M (+$356K)
0.93% more ownership
Funds ownership: 18.75% → 19.68% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$951K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$421K |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$415K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$218K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$550K |
| 2 |
LPL Financial
San Diego,
California
|
-$386K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$322K |
| 4 |
MAM
MWA Asset Management
Lexington,
Massachusetts
|
-$214K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.35K | +$3.48K | +106 | New |
|
|
SSB
27
Sandy Spring Bank
Olney,
Maryland
| $2.53K | – | – | – |
|
|
SIS
28
Sound Income Strategies
Ft Lauderdale,
Florida
| $2.16K | +$2.23K | +68 | New |
|
29
UBS Group
Zurich,
Switzerland
| $32 | -$18K | -548 | -100% |
|
|
KAS
30
Kestra Advisory Services
Austin,
Texas
| – | -$550K | -16,841 | Closed |
|
|
31
LPL Financial
San Diego,
California
| – | -$386K | -11,812 | Closed |
|
|
MAM
32
MWA Asset Management
Lexington,
Massachusetts
| – | -$214K | -6,544 | Closed |
|
33
JP Morgan Chase
New York
| – | -$13.1K | -400 | Closed |
|
FBCV Hedge Fund Activity: Q4 2024 in Review
29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q4 2024, worth a combined $24M — up 1.5% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FBCV positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $951K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $550K sold.
- 29 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $24M of Fidelity Blue Chip Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
- 6 funds opened new Fidelity Blue Chip Value ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest Fidelity Blue Chip Value ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $951K added.
- The largest Fidelity Blue Chip Value ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $550K sold.
Based on aggregated 13F filings for Q4 2024.