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Fidelity Blue Chip Value ETF

41 hedge funds and large institutions have $36M invested in Fidelity Blue Chip Value ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more funds holding

Funds holding: 3741 (+4)

10% more capital invested

Capital invested by funds: $32.8M → $36M (+$3.25M)

1.2% more ownership

Funds ownership: 24.04%25.25% (+1.2%)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
26
Per Stirling Capital Management
Texas
$217K +$213K +6,085 New
PCP
27
Proficio Capital Partners
Massachusetts
$201K +$197K +5,646 New
RF
28
Roxbury Financial
New Jersey
$150K +$2.06K +59 +1%
Osaic Holdings
29
Osaic Holdings
Arizona
$118K +$23.3K +667 +25%
EW
30
Elyxium Wealth
California
$30.5K +$29.9K +854 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$22K -$37.4K -1,070 -63%
UBS Group
32
UBS Group
Switzerland
$19.3K -$86.1K -2,464 -82%
MCM
33
MAI Capital Management
Ohio
$14.3K
CFD
34
Creative Financial Designs
Indiana
$12.9K +$210 +6 +2%
LFG
35
Larson Financial Group
Missouri
$10.9K +$10.7K +305 New
GEA
36
Glen Eagle Advisors
New Jersey
$3.85K
IA
37
IFP Advisors
Florida
$3.67K +$3.6K +103 New
AUB
38
Atlantic Union Bankshares
Virginia
$2.85K
Comerica Bank
39
Comerica Bank
Texas
$2K
AF
40
Allworth Financial
California
$1.14K +$1.12K +32 New
CIA
41
Cape Investment Advisory
Georgia
$713 +$699 +20 New
AssetMark Inc
42
AssetMark Inc
California
$16
PAG
43
Private Advisor Group
New Jersey
-$269K -7,891 Closed
ASN
44
Advisory Services Network
Georgia
-$10.6K -312 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$8.04K -236 Closed
AAS
46
Ameritas Advisory Services
Nebraska
-$1.84K -54 Closed
PCTC
47
Perkins Coie Trust Company
Washington
-$885 -26 Closed

FBCV Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q4 2025, worth a combined $36M — up 9.9% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBCV positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Savvy Advisors Inc, opening a new position worth an estimated $2.05M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.89M.

  • 41 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q4 2025, up from 37 in Q3 2025.
  • Funds reported $36M of Fidelity Blue Chip Value ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 9 funds opened new Fidelity Blue Chip Value ETF positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q4 2025 was Savvy Advisors Inc, an estimated $2.05M added.
  • The largest Fidelity Blue Chip Value ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2025.